WCMGX Performance — First Trust WCM Focused Global Growth Fund, Institutional Class
Data updated: 2026-08-21
WCMGX returned +13.72% year to date and +23.84% over one year to Jun 2026. Over one year the fund beat its Global Large Growth category average: $100 grew to $124, against $114 for the category. Volatility over the past 12 months was 16.58% a year. In the 12 months to Jun 2026 the fund took in a net $643.0M, and assets reached $1.66B.
WCMGX Growth of $100
What $100 invested in First Trust WCM Focused Global Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Growth category average over the same months.
| Period | WCMGX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $124 | $114 |
| Since data start (Oct 2024 – Jun 2026) | $152 | $126 |
WCMGX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.72% |
| 1 year | +23.84% |
WCMGX Annual Returns
Calendar-year total returns of First Trust WCM Focused Global Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +13.72% |
| 2025 | +25.62% |
| 2024 (Oct–Dec) | +6.60% |
WCMGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +1.3% | −8.6% | +9.8% | +4.7% | +3.7% | — | — | — | — | — | — |
| 2025 | +6.5% | −2.9% | −5.9% | +3.0% | +10.7% | +3.9% | +0.3% | +2.3% | +7.7% | −0.8% | −3.0% | +2.4% |
| 2024 | — | — | — | — | — | — | — | — | — | +1.0% | +10.8% | −4.7% |
WCMGX Risk
Risk measures from monthly returns over Jul 2025 – Jun 2026.
- 1-year volatility (annualised): 16.58%
- Best month: +9.85% (Apr 2026)
- Worst month: −8.57% (Mar 2026)
WCMGX Fund Flows
Monthly money in and out of First Trust WCM Focused Global Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $643.0M
- 12-month gross sales (incl. reinvestments): $894.1M
- Sales ÷ redemptions: 3.56×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $51.5M | $16.8M | $34.6M |
| May 2026 | $125.5M | $20.2M | $105.3M |
| Apr 2026 | $91.9M | $20.8M | $71.1M |
| Mar 2026 | $88.6M | $24.6M | $64.1M |
| Feb 2026 | $53.2M | $34.4M | $18.8M |
| Jan 2026 | $53.9M | $25.5M | $28.5M |
| Dec 2025 | $84.4M | $21.5M | $62.9M |
| Nov 2025 | $72.7M | $9.7M | $62.9M |
| Oct 2025 | $124.5M | $16.9M | $107.6M |
| Sep 2025 | $38.3M | $19.3M | $19.1M |
| Aug 2025 | $43.4M | $12.4M | $31.0M |
| Jul 2025 | $66.0M | $29.0M | $37.0M |
WCMGX Assets Under Management
Net assets of First Trust WCM Focused Global Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.66B |
| 2026-03-31 | $1.20B |
| 2025-12-31 | $1.15B |
| 2025-09-30 | $967.44M |
| 2025-06-30 | $790.62M |
| 2025-03-31 | $651.15M |
| 2024-12-31 | $559.04M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.