Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2015-12-31
$4.88B
Positions
92
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 3M CO | $0 | 0 | -1,965 | -100.00% | 0.01% | ||||||
| 2 | ACE LTD | $0 | 0 | -3,718,660 | -100.00% | 9.59% | ||||||
| 3 | AON PLC | $0 | 0 | -7,471 | -100.00% | 0.02% | ||||||
| 4 | AUTOMATIC DATA PROCESSING IN | $0 | 0 | -2,858 | -100.00% | 0.01% | ||||||
| 5 | CLOROX CO DEL | $0 | 0 | -4,170 | -100.00% | 0.01% | ||||||
| 6 | CME GROUP INC | $0 | 0 | -34,322 | -100.00% | 0.08% | ||||||
| 7 | COCA COLA CO | $0 | 0 | -7,976 | -100.00% | 0.01% | ||||||
| 8 | DR REDDYS LABS LTD | $0 | 0 | -134,839 | -100.00% | 0.21% | ||||||
| 9 | EMERSON ELEC CO | $0 | 0 | -5,011 | -100.00% | 0.01% | ||||||
| 10 | FAIRCHILD SEMICONDUCTOR INTL | $0 | 0 | -510,331 | -100.00% | 0.18% | ||||||
| 11 | GENERAL ELECTRIC CO | $0 | 0 | -14,453 | -100.00% | 0.01% | ||||||
| 12 | GENERAL MLS INC | $0 | 0 | -4,940 | -100.00% | 0.01% | ||||||
| 13 | HORNBECK OFFSHORE SVCS INC N | $0 | 0 | -352,393 | -100.00% | 0.12% | ||||||
| 14 | ISIS PHARMACEUTICALS INC | $0 | 0 | -5,900 | -100.00% | 0.01% | ||||||
| 15 | JOHNSON & JOHNSON | $0 | 0 | -3,061 | -100.00% | 0.01% | ||||||
| 16 | KADANT INC | $0 | 0 | -180,156 | -100.00% | 0.18% | ||||||
| 17 | PAYCHEX INC | $0 | 0 | -5,714 | -100.00% | 0.01% | ||||||
| 18 | PEPSICO INC | $0 | 0 | -2,756 | -100.00% | 0.01% | ||||||
| 19 | PROCTER & GAMBLE CO | $0 | 0 | -3,405 | -100.00% | 0.01% | ||||||
| 20 | QUNAR CAYMAN IS LTD | $0 | 0 | -202,331 | -100.00% | 0.15% | ||||||
| 21 | SAIA INC | $0 | 0 | -261,597 | -100.00% | 0.20% | ||||||
| 22 | UNILEVER PLC | $0 | 0 | -5,520 | -100.00% | 0.01% | ||||||
| 23 | WELLS FARGO & CO NEW | $0 | 0 | -6,381 | -100.00% | 0.01% | ||||||
| 24 | WUXI PHARMATECH CAYMAN INC | $0 | 0 | -148,489 | -100.00% | 0.16% | ||||||
| 25 | CHEVRON CORP NEW CVX | $202K | 0.00% | 2,245 | -1,689 | -42.93% | 0.01% | 2013-03-31 | $90 | ~$119 | -24.70% | |
| 26 | LINKEDIN CORP | $450K | 0.01% | 2,000 | +0 | +0.00% | 0.01% | 2014-06-30 | $225 | ~$172 | +30.72% | |
| 27 | DISNEY WALT CO DIS | $579K | 0.01% | 5,512 | +24 | +0.44% | 0.01% | 2013-03-31 | $105 | ~$57 | +84.09% | |
| 28 | EMBRAER S A EMBJ | $1.9M | 0.04% | 64,849 | -2,508 | -3.72% | 0.04% | 2013-06-30 | $30 | ~$34 | -12.41% | |
| 29 | GLOBANT S A | $2.1M | 0.04% | 55,651 | +55,651 | 2015-12-31 | $38 | ~$38 | +0.00% | |||
| 30 | GRAN TIERRA ENERGY INC GTE2EUR | $3.3M | 0.07% | 1,522,894 | -23,832 | -1.54% | 0.08% | 2013-06-30 | $2 | ~$6 | -62.75% |