First Trust WCM Global Equity ETF
WCMG - ETF AI Analysis
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First Trust WCM Global Equity ETF (WCMG)
WCMG, the First Trust WCM Global Equity ETF, has a solid overall rating driven mainly by strong, growth-focused holdings like Alphabet (GOOGL) and TSMC (TSM), both benefiting from robust financial performance and strategic investments in AI and advanced technologies. However, weaker names such as Nebius Group (NBIS) and Brookdale Senior Living (BKD), which face financial and valuation challenges, hold back the fund’s rating somewhat. The main risk factor is the presence of several holdings with overvaluation and leverage concerns, which could increase volatility if market conditions worsen.
WCMG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.94M
- Region
- Global
- Expense Ratio
- 0.85%
- Beta
- 0.81
- Issuer
- First Trust
- Inception Date
- Apr 21, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
WCMG Summary
First Trust WCM Global Equity ETF (WCMG) is an actively managed fund that looks for undervalued companies around the world, rather than tracking a fixed index. It invests across many countries and sectors, including well-known names like Alphabet (Google’s parent company) and Taiwan Semiconductor (TSMC), aiming for long-term growth through global diversification and value investing. This ETF may appeal to investors who want broad international exposure and believe buying solid companies at cheaper prices can pay off over time. However, its value-focused and stock-picking approach means performance can differ from the overall market and may lag when growth stocks are leading.
How much will it cost me?
This ETF has an expense ratio of 0.85%, which means you’ll pay about $8.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with managers researching and selecting stocks rather than just tracking an index.
What would affect this ETF?
This global value-focused ETF could benefit if international stock markets strengthen, especially in technology, health care, and financials, and if investors favor undervalued companies like Alphabet, TSMC, and other overseas names in its top holdings. On the other hand, it may struggle if value stocks lag growth, if global economic conditions weaken or regulations hurt key sectors such as tech and energy, or if its active management choices differ too much from broad market trends.
WCMG Top 10 Holdings
WCMG’s story is one of global value bets with a few clear heroes and villains. On the positive side, Constellation Software and eBay have been steadily rising, helping to pull the fund forward, while Bayer’s rebound adds some extra lift despite its lingering business challenges. Health care names like Tenet and Wuxi Biologics are also quietly supporting returns. On the flip side, Nebius Group has been dragging the fund lately, with Alphabet and Rolls-Royce also losing steam. Overall, it’s a globally diversified mix rather than a Big Tech–dominated play.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GB:RR | Rolls-Royce Holdings | 4.98% | $195.70K | GBP 104.26B | 11.46% | 71Outperform |
 GOOGL | Alphabet Class A | 4.49% | $176.56K | $3.48T | 0.01% | 85Outperform |
 TSE:CSU | Constellation Software | 3.81% | $149.79K | CAD 74.73B | 3.94% | 72Outperform |
 NBIS | Nebius Group | 3.36% | $131.95K | $35.20B | 18.32% | 46Neutral |
 EBAY | eBay | 3.10% | $121.96K | $53.54B | 50.85% | 70Outperform |
 GB:BAB | Babcock International | 3.03% | $118.91K | GBP 4.91B | -15.42% | 67Neutral |
 HK:2269 | Wuxi Biologics (Cayman) | 2.98% | $117.13K | HKD 196.06B | 36.06% | 63Neutral |
 THC | Tenet Healthcare | 2.96% | $116.45K | $22.55B | 38.76% | 74Outperform |
 DE:BAYN | Bayer | 2.95% | $115.93K | EUR 54.60B | 109.66% | 54Neutral |
 IBKR | Interactive Brokers | 2.91% | $114.41K | $34.35B | 8.53% | 75Outperform |
WCMG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCMG, the sentiment is Negative. The current price of 19.79 is below the 20-day moving average (MA) of 20.26, below the 50-day MA of 20.85, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 36.92 is Neutral, neither overbought nor oversold. The STOCH value of 31.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WCMG.
WCMG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| WCMG | $19.79 | $22.50(13.70% Upside) | $3.94M | 0.85% | 67Neutral |
 ACIV | $39.41 | $45.92(16.54% Upside) | $99.84M | 0.56% | 67Neutral |
 MVPA | $35.77 | $44.68(24.91% Upside) | $71.00M | 0.60% | 65Neutral |
 DIVL | $25.93 | $28.18(8.68% Upside) | $63.15M | 0.65% | 72Outperform |
 WBIF | $35.38 | $39.96(12.97% Upside) | $22.82M | 1.70% | 70Outperform |
 ARIA | $21.59 | $31.85(47.51% Upside) | $10.17M | 0.78% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WCMG | First Trust WCM Global Equity ETF | 19.79 | 0.02 | 0.08% | |
| ACIV | Hartford Alpha Capture International Value ETF | 39.41 | -0.41 | -1.04% | |
| MVPA | Miller Value Partners Appreciation ETF | 35.77 | 3.43 | 10.60% | |
| DIVL | Madison Dividend Value ETF | 25.93 | 3.34 | 14.80% | |
| WBIF | WBI BullBear Value 3000 ETF | 35.38 | 4.00 | 12.74% | |
| ARIA | ARIA Opportunities ETF | 21.59 | -3.73 | -14.75% |
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.