Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2014-12-31
$3.46B
Positions
114
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 | ISHARES MSCI EAFE INDEX FUND EFA | $30.9M | 0.89% | 508,195 | +508,195 | 2013-12-31 | $61 | ~$64 | -5.05% | |||
| 2 | AMPHENOL CORP APH | $19.5M | 0.56% | 362,123 | +362,123 | 2014-12-31 | $54 | ~$54 | +0.00% | |||
| 3 | IPG PHOTONICS IPGP | $18.4M | 0.53% | 245,600 | +245,600 | 2014-12-31 | $75 | ~$75 | +0.00% | |||
| 4 | FNB CORP FNB | $13.5M | 0.39% | 1,014,198 | +1,014,198 | 2014-12-31 | $13 | ~$13 | +0.00% | |||
| 5 | PROGRESS SOFTWARE PRGS | $13.3M | 0.38% | 491,822 | +491,822 | 2014-12-31 | $27 | ~$27 | +0.00% | |||
| 6 | ICU MEDICAL ICUI | $8.9M | 0.26% | 108,303 | +108,303 | 2014-12-31 | $82 | ~$82 | +0.00% | |||
| 7 | QUNAR CAYMAN ISLANDS LTD-ADR | $3.1M | 0.09% | 108,191 | +108,191 | 2014-12-31 | $28 | ~$28 | +0.00% |