Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2026-03-31
$43.81B
Positions
263
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 | BAKER HUGHES COMPANY BKR | $235K | 0.00% | 3,873 | +3,873 | 2022-12-31 | $61 | ~$30 | +101.08% | |||
| 2 | JACOBS SOLUTIONS INC J | $256K | 0.00% | 2,050 | +2,050 | 2026-03-31 | $127 | ~$135 | -7.83% | |||
| 3 | JANUS LIVING INC JAN | $355K | 0.00% | 15,500 | +15,500 | 2026-03-31 | $24 | ~$24 | -2.65% | |||
| 4 | ISHARES INC EWY | $404K | 0.00% | 24,744 | +24,744 | 2026-03-31 | $123 | ~$129 | -87.30% | |||
| 5 | EBAY INC. EBAY | $486K | 0.00% | 5,525 | +5,525 | 2013-03-31 | $91 | ~$23 | +287.14% | |||
| 6 | CACI INTL INC CACI | $511K | 0.00% | 915 | +915 | 2026-03-31 | $544 | ~$604 | -7.52% | |||
| 7 | VALERO ENERGY CORP VLO | $638K | 0.00% | 2,549 | +2,549 | 2026-03-31 | $247 | ~$210 | +19.42% | |||
| 8 | AECOM ACM | $683K | 0.00% | 8,207 | +8,207 | 2026-03-31 | $85 | ~$95 | -12.64% | |||
| 9 | DOLBY LABORATORIES INC DLB | $716K | 0.00% | 12,287 | +12,287 | 2026-03-31 | $60 | ~$63 | -8.08% | |||
| 10 | JBT MAREL CORPORATION JBTM | $797K | 0.00% | 6,494 | +6,494 | 2019-03-31 | $128 | ~$104 | +18.26% | |||
| 11 | MANHATTAN ASSOCIATES INC MANH | $980K | 0.00% | 7,510 | +7,510 | 2017-09-30 | $133 | ~$68 | +92.35% | |||
| 12 | HENRY JACK & ASSOC INC JKHY | $997K | 0.00% | 6,373 | +6,373 | 2024-09-30 | $158 | ~$173 | -9.46% | |||
| 13 | TYLER TECHNOLOGIES INC TYL | $1.0M | 0.00% | 3,012 | +3,012 | 2016-06-30 | $342 | ~$303 | +12.71% | |||
| 14 | GUIDEWIRE SOFTWARE INC GWRE | $1.4M | 0.00% | 9,584 | +9,584 | 2026-03-31 | $150 | ~$151 | -3.82% | |||
| 15 | SANDISK CORP SNDK | $1.5M | 0.00% | 2,665 | +2,665 | 2026-03-31 | $635 | ~$577 | -0.71% | |||
| 16 | QXO INC QXO | $2.0M | 0.00% | 108,491 | +108,491 | 2026-03-31 | $19 | ~$23 | -20.74% | |||
| 17 | MASTEC INC MTZ | $2.9M | 0.01% | 9,576 | +9,576 | 2026-03-31 | $322 | ~$272 | +12.45% | |||
| 18 | PALVELLA THERAPEUTICS INC NE PVLA | $4.4M | 0.01% | 39,964 | +39,964 | 2026-03-31 | $125 | ~$108 | +2.61% | |||
| 19 | LIVE OAK BANCSHARES INC LOB | $5.0M | 0.01% | 153,534 | +153,534 | 2026-03-31 | $33 | ~$37 | -12.96% | |||
| 20 | CCC INTELLIGENT SOLUTIONS HL CCC | $5.0M | 0.01% | 853,796 | +853,796 | 2026-03-31 | $6 | ~$6 | -7.52% | |||
| 21 | GROUP 1 AUTOMOTIVE INC GPI | $5.0M | 0.01% | 15,359 | +15,359 | 2013-03-31 | $331 | ~$73 | +352.33% | |||
| 22 | PATHWARD FINANCIAL INC CASH | $5.5M | 0.01% | 62,463 | +62,463 | 2026-03-31 | $89 | ~$88 | +0.35% | |||
| 23 | APOGEE THERAPEUTICS INC APGE | $6.0M | 0.01% | 76,030 | +76,030 | 2026-03-31 | $84 | ~$73 | +7.98% | |||
| 24 | LIMBACH HLDGS INC LMB | $6.1M | 0.01% | 78,381 | +78,381 | 2026-03-31 | $78 | ~$84 | -7.69% | |||
| 25 | WHEATON PRECIOUS METALS CORP WPM | $6.1M | 0.01% | 49,498 | +49,498 | 2026-03-31 | $131 | ~$138 | -10.34% | |||
| 26 | VAXCYTE INC PCVX | $6.2M | 0.01% | 112,631 | +112,631 | 2024-06-30 | $58 | ~$73 | -25.15% | |||
| 27 | KADANT INC KAI | $6.6M | 0.02% | 23,085 | +23,085 | 2013-03-31 | $292 | ~$33 | +764.06% | |||
| 28 | KLA CORP KLAC | $6.8M | 0.02% | 4,912 | +4,912 | 2026-03-31 | $1,472 | ~$1,462 | -5.44% | |||
| 29 | MIZUHO FINANCIAL GROUP INC MFG | $7.0M | 0.02% | 919,208 | +919,208 | 2026-03-31 | $8 | ~$9 | -10.44% | |||
| 30 | POWER INTEGRATIONS INC POWI | $7.5M | 0.02% | 156,928 | +156,928 | 2022-12-31 | $51 | ~$71 | -32.97% |