WCMG - ETF AI Analysis
Top Page
First Trust WCM Global Equity ETF (WCMG)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has worked well in the current market.
Leading Holdings with Strong Momentum
Several of the largest positions, including Nebius Group, Brookdale Senior Living, Interactive Brokers, Tapestry, TSM, Kioxia, and eBay, have shown strong performance, helping drive the fund’s returns.
Broad Global and Sector Diversification
The fund spreads its investments across multiple countries and sectors, which helps reduce the impact of weakness in any single region or industry.
Negative Factors
Relatively High Expense Ratio
The ETF charges a higher annual fee than many broad market funds, which can slightly reduce long-term returns for investors.
Short-Term Performance Weakness
The fund has slipped over the past month, showing that it can be sensitive to short-term market pullbacks.
Top Holding with Weak Recent Performance
Babcock International, one of the larger positions, has been lagging, which can weigh on the fund if its weakness continues.
WCMG vs. SPDR S&P 500 ETF (SPY)
AUM3.18M
RegionGlobal
Expense Ratio0.85%
Beta0.92
IssuerFirst Trust
Inception DateApr 21, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume416
30 Day Avg. Volume2,585
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
26.93Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 in a mix of U.S. and international stocks across many sectors, including health care, technology, and financials. Well-known holdings include Alphabet (Google’s parent company) and eBay, along with global names like Rolls-Royce. Someone might invest in WCMG for long-term growth and broad global diversification with a value focus. A key risk is that value-style stocks and active management can underperform the overall market at times, so returns can go up and down.
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 a global value tilt with a clear tech-and-health-care backbone. On the tech side, TSMC and Kioxia are rising, giving the fund a lift from the semiconductor boom, while Alphabet has been more mixed lately and isn’t pulling as hard as usual. In health care, Tenet Healthcare and Wuxi Biologics are powering ahead, but Brookdale Senior Living is lagging and occasionally drags on returns. Rolls-Royce adds an industrial punch with steady longer-term gains, underscoring the ETF’s diversified, worldwide mix rather than a U.S.-only tech bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Rolls-Royce Holdings | 5.49% | $174.47K | £119.63B | 29.08% | 71 Outperform | |
| Nebius Group | 5.31% | $168.72K | $56.92B | 131.61% | 46 Neutral | |
| Alphabet Class A | 5.15% | $163.59K | $4.17T | 37.81% | 85 Outperform | |
| Interactive Brokers | 3.19% | $101.28K | $39.30B | 36.14% | 75 Outperform | |
| TSMC | 3.00% | $95.52K | $1.94T | 60.16% | 81 Outperform | |
| Babcock International | 2.87% | $91.34K | £5.02B | -14.28% | 67 Neutral | |
| Wuxi Biologics (Cayman) | 2.87% | $91.20K | HK$207.55B | 26.14% | 63 Neutral | |
| Kioxia Holdings Corporation | 2.87% | $91.14K | ¥27.85T | 1003.54% | 63 Neutral | |
| Brookdale Senior Living | 2.77% | $87.89K | $2.79B | 44.57% | 61 Neutral | |
| eBay | 2.70% | $85.69K | $48.58B | 26.00% | 70 Outperform |
WCMG Technical Analysis
Negative
―
Price Trends
21.48
Negative
21.23
Negative
Market Momentum
-0.10
Positive
43.23
Neutral
17.99
Positive
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 undefined is equal to the 20-day moving average (MA) of 21.51, equal to the 50-day MA of 21.48, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 43.23 is Neutral, neither overbought nor oversold. The STOCH value of 17.99 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WCMG.
WCMG Peer Comparison
Comparison Results
Performance Comparison
WCMG
First Trust WCM Global Equity ETF
21.23
1.58
8.04%
GOP
Unusual Whales Subversive Republican Trading ETF
―
―
―
SAGP
Strategas Global Policy Opportunities ETF
―
―
―
MVPA
Miller Value Partners Appreciation ETF
―
―
―
DIVL
Madison Dividend Value ETF
―
―
―
WBIF
WBI BullBear Value 3000 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.
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: ―
Table of Contents