WCMGFirst Trust WCM Global Equity ETF

Grow my moneyNewRanked #2,864 of 2,960 in this goal

Seeks to provide investors with long-term capital appreciation.

By First Trust · Launched 2026

Annual Cost

0.85%

#4,336 of 5,562 · expensive

Fund Size

$1M

#5,454 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

2 months

#5,403 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,037+10.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 37.8% of fund✓ well diversified

Alphabet Inc Class AGOOGL

5.6%

Nebius Group NV Shs Class-A-NBIS

5.6%

Rolls-Royce Holdings PLCRR.L

5.0%

Kioxia Holdings Corp Ordinary Shares285A.T

3.3%

Tapestry IncTPR

3.2%

Interactive Brokers Group Inc Class AIBKR

3.1%

Babcock International Group PLCBAB.L

3.1%

Brookdale Senior Living IncBKD

3.1%

Taiwan Semiconductor Manufacturing Co Ltd ADRTSM

2.9%

Siemens Energy AG Ordinary SharesENR.DE

2.7%

Asset allocation

Stocks

99.0%

Cash

0.9%

By sector

Technology

16.4%

Healthcare

16.1%

Communication

15.8%

Financial Services

14.4%

Industrials

12.9%

Consumer Cyclical

8.7%

Energy

5.9%

Consumer Defensive

3.9%

Other

5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-5.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investors with long-term capital appreciation.
Strategy: Invests primarily in equity securities, focusing on undervalued companies globally, including emerging markets. The Sub-Advisor employs a bottom-up research approach to identify companies with low valuations and strong growth potential, investing at least 30% outside the U.S.
Inception date: April 21, 2026
Fund family: First Trust