WCMGFirst Trust WCM Global Equity ETF
Seeks long-term capital appreciation.
By First Trust · Launched 2026
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$3M
#5,461 of 6,040 · small
Return (1Y)
N/A
Track Record
5 months
#5,370 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,763+7.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.1% of funddiversified
Rolls-Royce Holdings PLCRR.L
5.7%
Alphabet Inc Class AGOOGL
5.0%
Nebius Group NV Shs Class-A-NBIS
5.0%
Interactive Brokers Group Inc Class AIBKR
3.5%
Babcock International Group PLCBAB.L
3.0%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM
2.9%
WuXi Biologics (Cayman) Inc2269.HK
2.9%
Valero Energy CorpVLO
2.8%
Brookdale Senior Living IncBKD
2.8%
Kioxia Holdings Corp Ordinary Shares285A.T
2.8%
Asset allocation
Stocks
98.7%
Cash
1.3%
By sector
Healthcare
18.7%
Financial Services
15.7%
Technology
14.7%
Communication
13.2%
Industrials
13.2%
Consumer Cyclical
7.9%
Energy
7.2%
Basic Materials
3.7%
Other
5.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-5.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities, focusing on undervalued companies globally, including those in emerging and frontier markets. The strategy includes a bottom-up research approach to identify industry leaders with strong balance sheets and attractive valuations.
- Inception date
- April 21, 2026
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18