Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2016-03-31
$6.43B
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 | CHEVRON CORP NEW | $0 | 0 | -2,245 | -100.00% | 0.00% | ||||||
| 2 | COWEN GROUP INC NEW | $0 | 0 | -3,148,337 | -100.00% | 0.25% | ||||||
| 3 | CUBIC CORP | $0 | 0 | -238,450 | -100.00% | 0.23% | ||||||
| 4 | DISNEY WALT CO | $0 | 0 | -5,512 | -100.00% | 0.01% | ||||||
| 5 | EAST WEST BANCORP INC | $0 | 0 | -179,175 | -100.00% | 0.15% | ||||||
| 6 | ISHARES TR | $0 | 0 | -301,508 | -100.00% | 0.36% | ||||||
| 7 | LACLEDE GROUP INC | $0 | 0 | -194,220 | -100.00% | 0.24% | ||||||
| 8 | LINDSAY CORP | $0 | 0 | -75,465 | -100.00% | 0.11% | ||||||
| 9 | LYON WILLIAM HOMES | $0 | 0 | -375,535 | -100.00% | 0.13% |