Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2018-06-30
$9.67B
Positions
82
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 | AMERICAN SOFTWARE INC | $0 | 0 | -351,884 | -100.00% | 0.04% | ||||||
| 2 | ATLAS FINANCIAL HOLDINGS INC | $0 | 0 | -447,125 | -100.00% | 0.04% | ||||||
| 3 | CERNER CORP | $0 | 0 | -1,048,743 | -100.00% | 0.57% | ||||||
| 4 | CHICKEN SOUP FOR THE SOUL EN | $0 | 0 | -158,325 | -100.00% | 0.01% | ||||||
| 5 | CLEARFIELD INC | $0 | 0 | -309,265 | -100.00% | 0.04% | ||||||
| 6 | CROSS CTRY HEALTHCARE INC | $0 | 0 | -105,914 | -100.00% | 0.01% | ||||||
| 7 | CROWN CRAFTS INC | $0 | 0 | -294,280 | -100.00% | 0.02% | ||||||
| 8 | CULP INC | $0 | 0 | -75,630 | -100.00% | 0.02% | ||||||
| 9 | GRAHAM CORP | $0 | 0 | -277,355 | -100.00% | 0.06% | ||||||
| 10 | KMG CHEMICALS INC | $0 | 0 | -26,114 | -100.00% | 0.01% | ||||||
| 11 | LUXOFT HLDG INC | $0 | 0 | -61,638 | -100.00% | 0.02% | ||||||
| 12 | MARLIN BUSINESS SVCS CORP | $0 | 0 | -64,400 | -100.00% | 0.02% | ||||||
| 13 | MONOTYPE IMAGING HOLDINGS IN | $0 | 0 | -266,419 | -100.00% | 0.06% | ||||||
| 14 | MOTORCAR PTS AMER INC | $0 | 0 | -119,490 | -100.00% | 0.02% | ||||||
| 15 | NATIONAL RESH CORP | $0 | 0 | -72,832 | -100.00% | 0.02% | ||||||
| 16 | NATIONAL RESH CORP | $0 | 0 | -50,910 | -100.00% | 0.02% | ||||||
| 17 | NATURAL GAS SERVICES GROUP | $0 | 0 | -160,941 | -100.00% | 0.04% | ||||||
| 18 | NIC INC | $0 | 0 | -512,435 | -100.00% | 0.06% | ||||||
| 19 | OIL DRI CORP AMER | $0 | 0 | -22,870 | -100.00% | 0.01% | ||||||
| 20 | SAGA COMMUNICATIONS INC | $0 | 0 | -43,887 | -100.00% | 0.02% | ||||||
| 21 | TRACTOR SUPPLY CO | $0 | 0 | -1,066,389 | -100.00% | 0.63% | ||||||
| 22 | TRANSCAT INC | $0 | 0 | -301,947 | -100.00% | 0.04% | ||||||
| 23 | UFP TECHNOLOGIES INC | $0 | 0 | -129,204 | -100.00% | 0.04% | ||||||
| 24 | UTAH MED PRODS INC | $0 | 0 | -81,683 | -100.00% | 0.08% | ||||||
| 25 | WINMARK CORP | $0 | 0 | -44,037 | -100.00% | 0.05% | ||||||
| 26 | CHEVRON CORP NEW CVX | $204K | 0.00% | 1,610 | +1,610 | 2013-03-31 | $127 | ~$119 | +6.04% | |||
| 27 | SONY CORP SONY | $204K | 0.00% | 3,973 | +3,973 | 2018-06-30 | $51 | ~$51 | +0.00% | |||
| 28 | GROUPE CGI INC | $212K | 0.00% | 3,350 | +3,350 | 2018-06-30 | $63 | ~$63 | +0.00% | |||
| 29 | NOBLE CORP PLC | $411K | 0.00% | 65,000 | +0 | +0.00% | 0.00% | 2017-12-31 | $6 | ~$5 | +39.80% | |
| 30 | WORKDAY INC WDAY | $424K | 0.00% | 3,500 | +0 | +0.00% | 0.00% | 2015-06-30 | $121 | ~$77 | +57.65% |