Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2016-06-30
$6.27B
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 | ACCENTURE PLC IRELAND | $223.8M | 3.57% | 1,975,896 | +1,975,896 | 2016-06-30 | $113 | ~$113 | +0.00% | |||
| 2 | TYLER TECHNOLOGIES INC TYL | $21.8M | 0.35% | 130,868 | +130,868 | 2016-06-30 | $167 | ~$167 | +0.00% | |||
| 3 | ECOLAB INC ECL | $19.8M | 0.32% | 166,603 | +166,603 | 2016-06-30 | $119 | ~$119 | +0.00% | |||
| 4 | CERNER CORP CERNCHF | $18.6M | 0.30% | 317,323 | +317,323 | 2016-06-30 | $59 | ~$59 | +0.00% | |||
| 5 | SPIRE INC SR | $6.5M | 0.10% | 91,261 | +91,261 | 2016-06-30 | $71 | ~$71 | +0.00% | |||
| 6 | SYKES ENTERPRISES INC | $6.4M | 0.10% | 221,585 | +221,585 | 2016-06-30 | $29 | ~$29 | +0.00% | |||
| 7 | CABELAS INC | $6.2M | 0.10% | 123,610 | +123,610 | 2013-03-31 | $50 | ~$61 | -17.79% | |||
| 8 | BABCOCK & WILCOX ENTERPRIS I BWEUR | $4.5M | 0.07% | 306,166 | +306,166 | 2016-06-30 | $15 | ~$15 | +0.00% | |||
| 9 | RUDOLPH TECHNOLOGIES INC RTECEUR | $4.4M | 0.07% | 282,738 | +282,738 | 2016-06-30 | $16 | ~$16 | +0.00% | |||
| 10 | CIRRUS LOGIC INC CRUS | $4.4M | 0.07% | 112,180 | +112,180 | 2016-06-30 | $39 | ~$39 | +0.00% | |||
| 11 | NATIONAL RESH CORP | $1.6M | 0.02% | 46,808 | +46,808 | 2016-06-30 | $33 | ~$33 | +0.00% | |||
| 12 | KMG CHEMICALS INC | $1.3M | 0.02% | 51,245 | +51,245 | 2016-06-30 | $26 | ~$26 | +0.00% |