First Trust WCM International Equity ETF
WCMI - ETF AI Analysis
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First Trust WCM International Equity ETF (WCMI)
WCMI, the First Trust WCM International Equity ETF, has a solid overall rating driven mainly by strong, diversified holdings like Canadian Natural, Mizuho Financial Group, Sony, and Tesco, which combine healthy financial performance with positive momentum and reasonable valuations. However, weaker names such as Nebius Group, which faces revenue declines, cash flow issues, and signs of overvaluation, slightly weigh on the fund’s quality. The main risk factor is that several key holdings show high leverage or potential overvaluation, so the ETF’s success depends on these companies continuing to manage debt and growth carefully.
WCMI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.13B
- Region
- Global Ex-U.S.
- Expense Ratio
- 0.85%
- Beta
- 0.80
- Issuer
- First Trust
- Inception Date
- Oct 07, 2024
- Dividend Yield
- 0.57%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
WCMI Summary
First Trust WCM International Equity ETF (WCMI) is a global stock fund that invests in companies outside the usual U.S.-only focus, with no single index but a broad international theme. It holds firms from the UK, Japan, Canada, and more, across many sectors like technology, industrials, and health care. Well-known names include Rolls-Royce and Sony. Someone might invest in WCMI to diversify beyond the U.S. market and tap into worldwide growth. A key risk is that international stocks can be volatile and the fund’s value can go up or down with global markets and currency swings.
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 invested. That’s higher than the average ETF cost because it’s actively managed, with professional managers selecting international stocks rather than simply tracking an index.
What would affect this ETF?
WCMI could benefit if global economic growth outside the U.S. stays strong, supporting its mix of industrial, technology, and financial companies like Rolls-Royce, Constellation Software, and Mizuho, and if international stock markets remain attractive compared with the U.S. However, it may face challenges from slower growth or recessions in key regions, rising interest rates that pressure financials and growth stocks, currency swings, and new regulations or political tensions affecting sectors such as health care, energy, and communication services across its non-U.S. markets.
WCMI Top 10 Holdings
WCMI leans heavily on a mix of international industrials, tech, and financials, with a clear ex‑U.S. tilt spanning the U.K., Europe, Israel, and Japan. Teva and Mizuho are two of the fund’s key engines right now, both showing rising momentum and helping drive returns. Sony and Constellation Software add steady growth power, though their rich valuations could cap upside. On the flip side, Nebius and Kioxia have been more mixed, with recent weakness occasionally tugging on performance even as their longer‑term trends look more promising.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 TW:2330 | Taiwan Semiconductor Manufacturing Co., Ltd. | 6.57% | $135.47M | TWD 59.26T | 54.92% | ―― |
 GB:RR | Rolls-Royce Holdings | 6.02% | $124.25M | GBP 110.02B | 14.63% | 71Outperform |
 TSE:CSU | Constellation Software | 4.69% | $96.77M | CAD 72.50B | 3.52% | 72Outperform |
 GB:BAB | Babcock International | 3.77% | $77.82M | GBP 5.17B | -11.06% | 67Neutral |
 SONY | Sony Group | 3.61% | $74.45M | $157.99B | -4.50% | 75Outperform |
 GB:TSCO | Tesco plc | 3.49% | $71.93M | GBP 34.12B | 15.77% | 74Outperform |
 IT:LTMC | Lottomatica Group S.P.A. | 3.47% | $71.54M | EUR 6.58B | 38.59% | 63Neutral |
 NBIS | Nebius Group | 3.16% | $65.24M | $36.43B | 21.87% | 46Neutral |
 IL:TEVA | Teva | 2.72% | $56.03M | ILS 157.40B | 68.60% | 61Neutral |
 KR:005930 | Samsung Electronics | 2.58% | $53.25M | KRW 1269.97T | 97.71% | ―― |
WCMI Technical Analysis
Price Trends
Market Momentum
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 18.33 is below the 20-day moving average (MA) of 18.38, below the 50-day MA of 18.96, and below the 200-day MA of 18.66, indicating a bearish trend. The MACD of -0.21 indicates Negative momentum. The RSI at 46.15 is Neutral, neither overbought nor oversold. The STOCH value of 52.79 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 | $18.33 | $19.00(3.66% Upside) | $2.13B | 0.85% | 60Neutral |
 CGIC | $35.21 | $43.46(23.42% Upside) | $2.56B | 0.54% | 60Neutral |
 ILOW | $46.81 | $53.62(14.56% Upside) | $1.84B | 0.50% | 61Neutral |
 IDVO | $39.69 | $48.15(21.31% Upside) | $1.38B | 0.65% | 65Neutral |
 MFSI | $33.00 | $40.29(22.10% Upside) | $1.29B | 0.59% | 65Neutral |
 APIE | $38.21 | ― | $1.13B | 0.45% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WCMI | First Trust WCM International Equity ETF | 18.33 | 1.94 | 11.82% | |
| CGIC | Capital Group International Core Equity ETF | 35.21 | 4.10 | 13.17% | |
| ILOW | AB International Low Volatility Equity ETF | 46.80 | 5.14 | 12.33% | |
| IDVO | Amplify International Enhanced Dividend Income ETF | 39.69 | 4.06 | 11.39% | |
| MFSI | MFS Active International ETF | 33.00 | 3.30 | 11.10% | |
| APIE | ActivePassive International Equity ETF | 38.21 | 3.27 | 9.34% |
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.