Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2015-09-30
$4.01B
Positions
107
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 | HDFC BANK LTD HDB | $171.6M | 4.28% | 2,808,467 | +2,808,467 | 2015-09-30 | $61 | ~$61 | +0.00% | |||
| 2 | FACEBOOK INC META | $17.8M | 0.44% | 198,336 | +198,336 | 2015-09-30 | $90 | ~$90 | +0.00% | |||
| 3 | VERISK ANALYTICS INC VRSK | $17.8M | 0.44% | 241,107 | +241,107 | 2015-09-30 | $74 | ~$74 | +0.00% | |||
| 4 | LIFEPOINT HEALTH INC | $10.4M | 0.26% | 146,744 | +146,744 | 2015-09-30 | $71 | ~$71 | +0.00% | |||
| 5 | ALON USA ENERGY INC | $8.7M | 0.22% | 478,677 | +478,677 | 2015-09-30 | $18 | ~$18 | +0.00% | |||
| 6 | FINISH LINE INC | $8.4M | 0.21% | 435,225 | +435,225 | 2015-09-30 | $19 | ~$19 | +0.00% | |||
| 7 | LYON WILLIAM HOMES WLHUSD | $8.4M | 0.21% | 406,027 | +406,027 | 2015-09-30 | $21 | ~$21 | +0.00% | |||
| 8 | ISHARES TR EFA | $667K | 0.02% | 11,640 | +11,640 | 2013-12-31 | $57 | ~$64 | -10.57% |