Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2016-09-30
$8.77B
Positions
162
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 | ALPHABET INC | $0 | 0 | -23,688 | -100.00% | 0.27% | ||||||
| 2 | ARM HLDGS PLC | $0 | 0 | -7,929,096 | -100.00% | 5.76% | ||||||
| 3 | ASSOCIATED BANC CORP | $0 | 0 | -516,975 | -100.00% | 0.14% | ||||||
| 4 | BABCOCK & WILCOX ENTERPRIS I | $0 | 0 | -306,166 | -100.00% | 0.07% | ||||||
| 5 | GATX CORP | $0 | 0 | -138,628 | -100.00% | 0.10% | ||||||
| 6 | INSIGHT ENTERPRISES INC | $0 | 0 | -265,868 | -100.00% | 0.11% | ||||||
| 7 | LIFEPOINT HEALTH INC | $0 | 0 | -112,830 | -100.00% | 0.12% | ||||||
| 8 | NORDIC AMERICAN TANKERS LIMI | $0 | 0 | -450,714 | -100.00% | 0.10% | ||||||
| 9 | WERNER ENTERPRISES INC | $0 | 0 | -267,960 | -100.00% | 0.10% |