Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2015-06-30
$4.44B
Positions
115
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 | AON PLC | $745K | 0.02% | 7,471 | +0 | +0.00% | 0.01% | 2013-03-31 | $100 | ~$62 | +61.98% | |
| 2 | BERKSHIRE HATHAWAY INC DEL BRK/B | $630K | 0.01% | 4,625 | +0 | +0.00% | 0.01% | 2013-03-31 | $136 | ~$104 | +30.83% | |
| 3 | DISNEY WALT CO DIS | $626K | 0.01% | 5,488 | +0 | +0.00% | 0.01% | 2013-03-31 | $114 | ~$57 | +100.62% | |
| 4 | GENERAL ELECTRIC CO | $471K | 0.01% | 17,739 | +0 | +0.00% | 0.01% | 2013-03-31 | $27 | ~$23 | +13.45% | |
| 5 | CHEVRON CORP NEW CVX | $460K | 0.01% | 4,767 | +0 | +0.00% | 0.01% | 2013-03-31 | $96 | ~$119 | -19.24% | |
| 6 | 3M CO MMM | $425K | 0.01% | 2,757 | +0 | +0.00% | 0.01% | 2013-03-31 | $154 | ~$126 | +22.56% | |
| 7 | COCA COLA CO KO | $404K | 0.01% | 10,286 | +0 | +0.00% | 0.01% | 2013-03-31 | $39 | ~$40 | -2.84% | |
| 8 | GENERAL MLS INC GIS | $391K | 0.01% | 7,015 | +0 | +0.00% | 0.01% | 2013-03-31 | $56 | ~$49 | +13.07% | |
| 9 | UNILEVER PLC | $344K | 0.01% | 8,010 | +0 | +0.00% | 0.01% | 2013-09-30 | $43 | ~$39 | +11.12% | |
| 10 | ISIS PHARMACEUTICALS INC | $340K | 0.01% | 5,900 | +0 | +0.00% | 0.01% | 2013-09-30 | $58 | ~$37 | +53.85% | |
| 11 | AUTOMATIC DATA PROCESSING IN ADP | $331K | 0.01% | 4,128 | +0 | +0.00% | 0.01% | 2013-03-31 | $80 | ~$58 | +38.70% | |
| 12 | GLAXOSMITHKLINE PLC | $251K | 0.01% | 6,030 | +0 | +0.00% | 0.01% | 2013-06-30 | $42 | ~$50 | -16.92% |