WCMI
First Trust WCM International Equity ETF·ARCA
--
--(--)
--
--(--)
Key Stats
Assets Under Management
788.73MUSD
Fund Flows (1Y)
646.09MUSD
Dividend Yield
0.78%
Discount/Premium to NAV
0.59%
Shares Outstanding
46.25M
Expense Ratio
0.85%
About First Trust WCM International Equity ETF
Issuer
First Trust Advisors L.P.
Brand
First Trust
Inception Date
Mar 31, 2020
Structure
Open-Ended Fund
Index Tracked
--
Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
First Trust Advisors LP
Distributor
First Trust Portfolios LP
WCMI aims to invest in equity securities of industry leading companies located in countries outside of the US. The investment process involves bottom-up, fundamental research which focuses on both financial and non-financial criteria. The research ranks companies based on corporate performance, competitive position, growth potential and intrinsic value, along with an analysis of ESG characteristics. Companies selected are those considered to have positive fundamentals and leading industry growth well into the future. The fund converted from a mutual fund structure at the time of launch, bringing $69.3 million in assets to the ETF.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Total Market
Niche
Broad-based
Strategy
Active
Geography
--
Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Industrials
23.81%
Financial Services
16.87%
Technology
15.56%
Healthcare
15.00%
Communication Services
9.99%
Consumer Cyclical
8.42%
Basic Materials
3.13%
Energy
2.78%
Utilities
2.74%
Industrials
23.81%
Financial Services
16.87%
Technology
15.56%
Healthcare
15.00%
Communication Services
9.99%
Consumer Cyclical
8.42%
Basic Materials
3.13%
Energy
2.78%
Utilities
2.74%
Show more
Asset
Holdings
Symbol
Ratio
Rolls-Royce Holdings Plc
7.35%
Taiwan Semiconductor Manufacturing Company Ltd.
5.95%
Babcock International Group Plc
5.17%
Prosus N.V.
3.54%
TEVA
Teva Pharmaceutical
3.33%
Siemens Energy AG
2.82%
Symbol
Ratio
Societe Generale S.A.
2.75%
SBS
SABESP
2.71%
BN
Brookfield
2.64%
SONY
Sony Group
2.42%
Top 10 Weight 38.68%
10 Total Holdings
See all holdings
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
Community Forum
Loading...
Related News
No articles available
You can ask Aime
No Data
