WCMI - ETF AI Analysis

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First Trust WCM International Equity ETF (WCMI)

Rating:61Neutral

Price Target:―

WCMI (First Trust WCM International Equity ETF) has a solid overall rating, mainly driven by high-quality international names like Canadian Natural, which combines strong financial performance, efficient operations, and supportive technical trends, and Tokyo Electron, which adds robust profitability and financial stability. The fund also benefits from holdings such as Societe Generale and Siemens Energy, which contribute attractive valuations and strong fundamentals, though some positions like Brookfield and Constellation Software introduce risks around high leverage or potential overvaluation. The main risk factor is that several key holdings show valuation or balance sheet concerns, which could weigh on returns if market conditions worsen.

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)

AUM1.02B

RegionGlobal Ex-U.S.

Expense Ratio0.85%

Beta0.73

IssuerFirst Trust

Inception DateOct 07, 2024

Dividend Yield0.77%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume594,777

30 Day Avg. Volume531,190

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

20.63

Price 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 industrial names, with Rolls-Royce in the pilot’s seat: its rising share price has been a key engine for the fund. Siemens Energy is also powering ahead, giving the industrial tilt even more punch. On the flip side, Babcock has been a bit choppy lately, softening some of those gains, while Brookfield and Nebius are more mixed and not doing much heavy lifting. With holdings spread across Europe, Japan, Canada, and emerging markets, this is a truly global ex-U.S. mix rather than a single-country bet.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
RR	Rolls-Royce Holdings	6.29%	$63.92M	£102.31B	55.00%	71 Outperform
BAB	Babcock International	5.60%	$56.95M	£6.87B	83.39%	67 Neutral
LTMC	Lottomatica Group S.P.A.	3.49%	$35.51M	€6.24B	40.72%	63 Neutral
ENR	Siemens Energy	3.29%	$33.45M	€122.63B	149.05%	72 Outperform
SBS	Companhia De Saneamento	3.05%	$30.98M	$19.17B	63.37%	71 Outperform
NBIS	Nebius Group	3.02%	$30.68M	$28.43B	292.87%	46 Neutral
TEVA	Teva Pharmaceutical	3.01%	$30.64M	$34.41B	74.95%	63 Neutral
CSU	Constellation Software	3.01%	$30.58M	C$53.49B	-46.28%	72 Outperform
CNQ	Canadian Natural	2.86%	$29.04M	C$138.74B	64.70%	81 Outperform
GLE	Societe Generale	2.54%	$25.85M	€41.51B	56.38%	72 Outperform

WCMI Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

17.86

Negative

100DMA

17.23

Negative

200DMA

16.57

Positive

Market Momentum

MACD

-0.22

Positive

RSI

42.80

Neutral

STOCH

20.52

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCMI, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 17.74, equal to the 50-day MA of 17.86, and equal to the 200-day MA of 16.57, indicating a neutral trend. The MACD of -0.22 indicates Positive momentum. The RSI at 42.80 is Neutral, neither overbought nor oversold. The STOCH value of 20.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WCMI.

WCMI Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
WCMI	―	―	$1.02B	0.85%	61 Neutral
ILOW	―	―	$1.65B	0.50%	60 Neutral
CGIC	―	―	$1.48B	0.54%	61 Neutral
IDVO	―	―	$1.02B	0.65%	69 Neutral
APIE	―	―	$953.43M	0.45%	65 Neutral
MFSI	―	―	$879.37M	0.59%	66 Neutral

Performance Comparison

WCMI

First Trust WCM International Equity ETF

17.21

2.71

18.69%

ILOW

AB International Low Volatility Equity ETF

―

CGIC

Capital Group International Core Equity ETF

―

IDVO

Amplify International Enhanced Dividend Income ETF

―

APIE

ActivePassive International Equity ETF

―

MFSI

MFS Active International ETF

―

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.

Disclaimer

This 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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