WCMGFirst Trust WCM Global Equity ETF
Seeks long-term capital appreciation.
By First Trust · Launched 2026
Annual Cost
0.85%
#4,507 of 5,854 · expensive
Fund Size
$1M
#5,629 of 5,854 · small
Return (1Y)Goal
N/A
Track Record
4 months
#5,373 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,794+7.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 40.2% of fundmoderately concentrated
Nebius Group NV Shs Class-A-NBIS
6.6%
Rolls-Royce Holdings PLCRR.L
5.2%
Alphabet Inc Class AGOOGL
5.2%
Kioxia Holdings Corp Ordinary Shares285A.T
4.3%
Brookdale Senior Living IncBKD
3.8%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM
3.3%
Tapestry IncTPR
3.2%
Interactive Brokers Group Inc Class AIBKR
3.1%
Western Digital CorpWDC
3.0%
Siemens Energy AG Ordinary SharesENR.DE
2.7%
Asset allocation
Stocks
99.0%
Cash
1.0%
By sector
Healthcare
17.4%
Technology
16.9%
Communication
15.7%
Financial Services
14.5%
Industrials
12.8%
Consumer Cyclical
8.3%
Energy
5.4%
Consumer Defensive
3.6%
Other
5.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
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
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Data updated on 2026-08-03