WCMI - ETF AI Analysis
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First Trust WCM International Equity ETF (WCMI)
Rating:62Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Contributors
Several of the largest holdings, such as Rolls-Royce, Babcock International, Tokyo Electron, and Nebius Group, have delivered strong year-to-date performance, helping support the fund’s returns.
Broad International Diversification
The fund spreads its investments across multiple countries and sectors, which helps reduce the impact of weakness in any single market or industry.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Concentrated Top Holdings
A meaningful portion of the portfolio is invested in a small number of companies, increasing the impact if any of these holdings run into trouble.
Mixed Performance Among Key Stocks
Some notable positions like Prosus and Brookfield have shown weaker year-to-date performance, which can drag on overall fund results if the trend continues.
WCMI vs. SPDR S&P 500 ETF (SPY)
AUM1.08B
RegionGlobal Ex-U.S.
Expense Ratio0.85%
Beta0.74
IssuerFirst Trust
Inception DateOct 07, 2024
Dividend Yield0.78%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume390,001
30 Day Avg. Volume571,024
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
20.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WCMI Summary
The First Trust WCM International Equity ETF (WCMI) is an actively managed fund that invests in a wide mix of companies outside the typical U.S.-only focus, following a broad international equity theme rather than a specific index. It holds firms from the UK, Japan, Europe, and more, across many sectors like industrials, finance, health care, and technology. Well-known names include Rolls-Royce Holdings and Teva Pharmaceutical. Someone might invest in WCMI to diversify beyond the U.S. market and seek long-term growth from global companies. A key risk is that international stocks can be volatile and move sharply with global economic and currency changes.
How much will it cost me?The First Trust WCM International Equity ETF (WCMI) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning professional managers are selecting investments rather than tracking an index.
What would affect this ETF?The WCMI ETF, with its focus on international equities across various sectors, could benefit from global economic growth and advancements in industries like technology and healthcare, which are key components of its portfolio. However, it may face challenges from geopolitical tensions, currency fluctuations, or regulatory changes in the countries where its holdings are based, as well as potential slowdowns in industrial or financial sectors. Investors should also consider how changes in interest rates or inflation could impact the fund's performance.
WCMI Top 10 Holdings
WCMI leans heavily on a mix of industrials, energy, and financials outside the U.S., and that global ex-U.S. tilt is shaping returns. Canadian Natural has been a clear bright spot, with rising momentum helping to power the fund. Siemens Energy and Lottomatica are also pulling their weight, adding some steady to upbeat growth. On the flip side, Rolls-Royce and Teva have been losing steam, while Constellation Software’s recent slide has acted as a brake. Overall, performance is being driven more by cyclicals than by classic Big Tech leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Rolls-Royce Holdings | 5.95% | $60.71M | £95.97B | 82.42% | 71 Outperform | |
| Babcock International | 4.86% | $49.59M | £6.12B | 79.52% | 67 Neutral | |
| Lottomatica Group S.P.A. | 3.68% | $37.54M | €6.39B | 41.76% | 63 Neutral | |
| Siemens Energy | 3.41% | $34.82M | €125.86B | 216.01% | 72 Outperform | |
| Companhia De Saneamento | 3.34% | $34.09M | $21.44B | 86.64% | 71 Outperform | |
| Teva Pharmaceutical | 3.15% | $32.13M | $34.77B | 115.82% | 63 Neutral | |
| Canadian Natural | 3.07% | $31.29M | C$142.33B | 95.54% | 81 Outperform | |
| Constellation Software | 2.89% | $29.48M | C$50.40B | -44.48% | 72 Outperform | |
| Nebius Group | 2.80% | $28.55M | $29.55B | 461.02% | 46 Neutral | |
| Societe Generale | 2.56% | $26.14M | €41.83B | 83.34% | 72 Outperform |
WCMI Technical Analysis
Neutral
―
Price Trends
17.55
Negative
17.25
Negative
16.66
Positive
Market Momentum
-0.19
Negative
48.81
Neutral
84.37
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCMI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 16.89, equal to the 50-day MA of 17.55, and equal to the 200-day MA of 16.66, indicating a neutral trend. The MACD of -0.19 indicates Negative momentum. The RSI at 48.81 is Neutral, neither overbought nor oversold. The STOCH value of 84.37 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WCMI.
WCMI Peer Comparison
Comparison Results
Performance Comparison
WCMI
First Trust WCM International Equity ETF
17.00
3.47
25.65%
ILOW
AB International Low Volatility Equity ETF
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CGIC
Capital Group International Core Equity ETF
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IDVO
Amplify International Enhanced Dividend Income ETF
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APIE
ActivePassive International Equity ETF
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MFSI
MFS Active International ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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