Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2021-06-30
$39.37B
Positions
196
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 | ACADIA PHARMACEUTICALS INC | $0 | 0 | -129,864 | -100.00% | 0.01% | ||||||
| 2 | ANSYS INC | $0 | 0 | -10,981 | -100.00% | 0.01% | ||||||
| 3 | ARAMARK | $0 | 0 | -21,217 | -100.00% | 0.00% | ||||||
| 4 | BOSTON SCIENTIFIC CORP | $0 | 0 | -233,535 | -100.00% | 0.02% | ||||||
| 5 | BRIGHTVIEW HLDGS INC | $0 | 0 | -1,262,174 | -100.00% | 0.06% | ||||||
| 6 | CALLAWAY GOLF CO CALY | $0 | 0.00% | 403,162 | +162,212 | +67.32% | 0.00% | 2019-03-31 | ~$11 | -100.00% | ||
| 7 | CANADIAN NATL RY CO | $0 | 0 | -2,440,013 | -100.00% | 0.78% | ||||||
| 8 | CHARLES RIV LABS INTL INC | $0 | 0 | -23,440 | -100.00% | 0.02% | ||||||
| 9 | ECOLAB INC | $0 | 0 | -1,373,979 | -100.00% | 0.81% | ||||||
| 10 | GLOBE LIFE INC | $0 | 0 | -6,747 | -100.00% | 0.00% | ||||||
| 11 | GRAPHIC PACKAGING HLDG CO | $0 | 0 | -20,407 | -100.00% | 0.00% | ||||||
| 12 | IHS MARKIT LTD | $0 | 0 | -3,943 | -100.00% | 0.00% | ||||||
| 13 | PARKER-HANNIFIN CORP | $0 | 0 | -788 | -100.00% | 0.00% | ||||||
| 14 | PROOFPOINT INC | $0 | 0 | -91,600 | -100.00% | 0.03% | ||||||
| 15 | SEI INVTS CO | $0 | 0 | -7,654 | -100.00% | 0.00% | ||||||
| 16 | TRADEWEB MKTS INC | $0 | 0 | -64,170 | -100.00% | 0.01% | ||||||
| 17 | TREX CO INC | $0 | 0 | -105,366 | -100.00% | 0.03% | ||||||
| 18 | DESCARTES SYS GROUP INC DSGX | $209K | 0.00% | 3,022 | +3,022 | 2021-06-30 | $69 | ~$69 | +0.00% | |||
| 19 | ASTRAZENECA PLC AZNN | $264K | 0.00% | 4,409 | +4,409 | 2021-06-30 | $60 | ~$60 | +0.00% | |||
| 20 | AMERICAN TOWER CORP NEW AMT | $265K | 0.00% | 982 | +982 | 2013-03-31 | $270 | ~$76 | +253.53% | |||
| 21 | FMC CORP FMC | $429K | 0.00% | 3,961 | +0 | +0.00% | 0.00% | 2020-03-31 | $108 | ~$86 | +26.44% | |
| 22 | IDEX CORP IEX | $440K | 0.00% | 1,999 | +0 | +0.00% | 0.00% | 2020-03-31 | $220 | ~$147 | +49.85% | |
| 23 | MARKEL CORP MKL | $511K | 0.00% | 431 | +33 | +8.29% | 0.00% | 2020-03-31 | $1,186 | ~$964 | +23.03% | |
| 24 | RELX PLC RELX | $552K | 0.00% | 20,709 | +5,700 | +37.98% | 0.00% | 2020-06-30 | $27 | ~$24 | +8.82% | |
| 25 | GRUPO AEROPORTUARIO DEL CENT OMAB | $606K | 0.00% | 11,608 | +3,630 | +45.50% | 0.00% | 2021-03-31 | $52 | ~$51 | +2.81% | |
| 26 | PTC INC PTC | $673K | 0.00% | 4,761 | +0 | +0.00% | 0.00% | 2020-03-31 | $141 | ~$70 | +103.10% | |
| 27 | TE CONNECTIVITY LTD | $673K | 0.00% | 4,975 | +1,556 | +45.51% | 0.00% | 2021-03-31 | $135 | ~$130 | +4.08% | |
| 28 | OPEN TEXT CORP OTEX | $723K | 0.00% | 14,225 | +4,505 | +46.35% | 0.00% | 2021-03-31 | $51 | ~$48 | +5.39% | |
| 29 | NICE LTD NICE | $751K | 0.00% | 3,034 | +919 | +43.45% | 0.00% | 2019-03-31 | $248 | ~$205 | +21.00% | |
| 30 | LINCOLN ELEC HLDGS INC LECO | $758K | 0.00% | 5,757 | +0 | +0.00% | 0.00% | 2020-03-31 | $132 | ~$77 | +71.83% |