Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
54
2026-06-30
$55.16B
Positions
266
2026-06-30
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. PUT/CALL rows are option exposure and are marked separately.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ASSURANT INC | $0 | 0 | -1,142 | -100.00% | 0.00% | ||||||
| 2 | CARLISLE COS INC | $0 | 0 | -1,074 | -100.00% | 0.00% | ||||||
| 3 | CBIZ INC | $0 | 0 | -183,268 | -100.00% | 0.01% | ||||||
| 4 | CBRE GROUP INC | $0 | 0 | -2,821 | -100.00% | 0.00% | ||||||
| 5 | CDW CORP | $0 | 0 | -3,460 | -100.00% | 0.00% | ||||||
| 6 | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0 | -63,705 | -100.00% | 0.01% | ||||||
| 7 | CSW INDUSTRIALS INC | $0 | 0 | -21,968 | -100.00% | 0.01% | ||||||
| 8 | FTAI AVIATION LTD | $0 | 0 | -7,097 | -100.00% | 0.00% | ||||||
| 9 | FUTU HLDGS LTD | $0 | 0 | -2,816 | -100.00% | 0.00% | ||||||
| 10 | GRACO INC | $0 | 0 | -19,798 | -100.00% | 0.00% | ||||||
| 11 | HEALTHEQUITY INC | $0 | 0 | -193,371 | -100.00% | 0.04% | ||||||
| 12 | HUYA INC | $0 | 0 | -82,504 | -100.00% | 0.00% | ||||||
| 13 | ICF INTL INC | $0 | 0 | -111,415 | -100.00% | 0.02% | ||||||
| 14 | IDEX CORP | $0 | 0 | -2,789 | -100.00% | 0.00% | ||||||
| 15 | INSIGHT ENTERPRISES INC | $0 | 0 | -95,071 | -100.00% | 0.01% | ||||||
| 16 | INTERPARFUMS INC | $0 | 0 | -97,039 | -100.00% | 0.02% | ||||||
| 17 | ISHARES INC | $0 | 0 | -24,744 | -100.00% | 0.00% | ||||||
| 18 | ISHARES TR | $0 | 0 | -37 | -100.00% | 0.00% | ||||||
| 19 | ISHARES TR | $0 | 0 | -412,317 | -100.00% | 0.04% | ||||||
| 20 | JACOBS SOLUTIONS INC | $0 | 0 | -2,050 | -100.00% | 0.00% | ||||||
| 21 | MARKEL GROUP INC | $0 | 0 | -322 | -100.00% | 0.00% | ||||||
| 22 | NATERA INC | $0 | 0 | -6,633 | -100.00% | 0.00% | ||||||
| 23 | PRIMORIS SVCS CORP | $0 | 0 | -124,224 | -100.00% | 0.04% | ||||||
| 24 | PTC INC | $0 | 0 | -8,210 | -100.00% | 0.00% | ||||||
| 25 | RH | $0 | 0 | -96,298 | -100.00% | 0.03% | ||||||
| 26 | SAP SE | $0 | 0 | -833,584 | -100.00% | 0.32% | ||||||
| 27 | SPROTT INC | $0 | 0 | -127,000 | -100.00% | 0.04% | ||||||
| 28 | TOPBUILD COR | $0 | 0 | -52,843 | -100.00% | 0.04% | ||||||
| 29 | VERRA MOBILITY CORP | $0 | 0 | -852,663 | -100.00% | 0.03% | ||||||
| 30 | YETI HLDGS INC | $0 | 0 | -255,906 | -100.00% | 0.02% |