Skip to content
etf.net

Launched · SEC filings

First Trust WCM Global Equity ETF

WCMGNYSE ArcaFirst TrustD

$20.14−0.09 (−0.47%)

As of Nov 10, 2026, 11:14 AM ET

D26/ 100

Rank 13 of 15 in Global Active Value

D26/100Rank 13 of 15inGlobal Active Value
Intraday session: down, 19 prints from 20.23 to 20.14. Range 20.14 to 20.23. Use the arrow keys to read each point.20.1620.1820.2020.2210 AM12 PM2 PM4 PM
Expense ratio
0.85%
Fund size
$4M
1Y total return
No data
Yield · Last 12 months
No data
Holdings
47
Avg volume · 30D
2.28K sh
52W range
low $19.47high $22.30
Launched
Filings
SEC EDGAR

The ETF.net WCMG Grade

Based on 5 of 6 pillars

D

Score 26 out of 100

Category
Global Active Value⁠
Rank
13 of 15
Six-pillar profile for WCMG. Scores out of 100: Cost 29, Risk 20, Mission not scored, Tradability 13, Holdings 49, Durability 34. Strongest: Holdings (49). Weakest: Tradability (13). Based on 5 of 6 pillars.

Score 26 of 100 falls in the D band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

Very small fund, grade capped at C.

The cap holds the Score at 40 or below, so B and A are out of reach.

The pillars earned
27
This cap took
0
Published Score
26 Grade D

  • Cost

    The fund’s net expense ratio, ranked against its category.
    D29 out of 100
    Rank 11 of 15

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    Not scored

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    F20 out of 100
    Rank 14 of 14

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    F13 out of 100
    Rank 15 of 15

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    C49 out of 100
    Rank 9 of 15

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    D34 out of 100
    Rank 13 of 15

Our read on WCMG

ETF.net Research

In short

DA stock picker's take on global equity: WCM hunts industry leaders with widening competitive advantages at prices it finds attractive, across US, developed, emerging and frontier markets. MSCI ACWI is the yardstick here, not the rulebook.

Stated mandate

The fund seeks long-term capital appreciation by investing at least 80% of net assets in equity securities of companies worldwide, including the United States.

Why people hold it

  • Active by design: bottom-up fundamental research aimed at global industry leaders with expanding competitive advantages, bought at valuations the manager finds attractive.yahoo.com
  • One ticker reaches US, developed international, emerging and frontier markets, with MSCI ACWI as the reference point rather than a basket to replicate.ftportfolios.com
  • Sub-advised by global equity specialist WCM Investment Management inside First Trust's world equity lineup, which Barron's named top fund family in that category for 2025.yahoo.com

Worth knowing

  • The 0.85% fee sits above the roughly 0.69% median for active global peers, and cheaper shelf-mates exist: GSWO at 0.15%, DFAW at 0.24%.
  • It launched in April 2026, so live history is short, and trading was light out of the gate, which can mean wider bid-ask spreads until volume builds.
  • The mandate is long-term capital appreciation, at least 80% of net assets in stocks. Income isn't part of the design; no regular distribution has been paid.

WCMG Performance

Launched Apr 21, 2026

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.
WCMG$9,314
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$9,758
Aug 7, 2026 to Nov 9, 2026. WCMG $9,314. SPY $9,758. Use the arrow keys to read each point.$9,000$9,500$10,000Aug 2026Sep 2026Nov 2026

Aug 7, 2026 – Nov 9, 2026

Returns run to the Nov 9, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for WCMG. Periods over one year show the average yearly return.
PeriodWCMG
Year to dateFund launched this yearNo data
1 month−3.1%
3 months−6.9%
1 yearFund is under 1 year oldNo data
3 yearsFund is under 3 years oldper yearNo data
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for WCMG
YearReturn barWCMG
2026 YTD+2.3%

History from Apr 22, 2026

WCMG in the news

WCMG Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Nov 9, 2026.
No dataLast 12 months
Payout per share
No dataLast 12 months

Listed Apr 2026. No distributions yet.

WCMG Risk

Risk pillarF20 out of 100Rank 14 of 14 in Global Active Value
How much the fund’s monthly returns vary, scaled to a year.
Launched Apr 2026; fills in after 12 months
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
Launched Apr 2026; fills in after 12 months
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
Launched Apr 2026; fills in after 12 months
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.99
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

WCMG Cost

Compare WCMG and AVGV

Overpaying vs AVGV, cheapest in Global Active Value

$10,841

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • WCMG 0.85%

    $16,199

  • AVGV 0.26% Cheapest

    $5,358

$10,000
30 years

Cost over time

  • WCMG 0.85%
  • AVGV 0.26%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530WCMG $16,199AVGV $5,358

Year by year

YearWCMGAVGVOverpaying
10$1,508$473$1,035
20$5,706$1,838$3,868
30$16,199$5,358$10,841

Other funds in Global Active Value

See others