Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2018-03-31
$10.69B
Positions
94
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 | SCHWAB CHARLES CORP NEW SCHW | $58.6M | 0.55% | 1,121,692 | -1,085,368 | -49.18% | 1.28% | 2013-03-31 | $52 | ~$41 | +25.87% | |
| 2 | AMERICAS CAR MART INC CRMT | $16.8M | 0.16% | 332,009 | -56,273 | -14.49% | 0.20% | 2016-03-31 | $50 | ~$35 | +43.89% | |
| 3 | ADDUS HOMECARE CORP ADUS | $15.6M | 0.15% | 320,484 | -75,956 | -19.16% | 0.16% | 2016-03-31 | $49 | ~$24 | +100.74% | |
| 4 | SP PLUS CORP SPUSD | $11.9M | 0.11% | 334,902 | -30,641 | -8.38% | 0.15% | 2016-03-31 | $36 | ~$33 | +7.02% | |
| 5 | CASS INFORMATION SYS INC CASS | $11.9M | 0.11% | 199,649 | -35,757 | -15.19% | 0.16% | 2016-03-31 | $60 | ~$55 | +8.38% | |
| 6 | THERMON GROUP HLDGS INC THR | $11.4M | 0.11% | 507,509 | -113,518 | -18.28% | 0.17% | 2016-03-31 | $22 | ~$20 | +12.96% | |
| 7 | UNIFIRST CORP MASS UNF | $10.5M | 0.10% | 65,128 | -18,321 | -21.95% | 0.16% | 2016-09-30 | $162 | ~$154 | +4.87% | |
| 8 | ALIBABA GROUP HLDG LTD BABA | $9.3M | 0.09% | 50,873 | -249 | -0.49% | 0.10% | 2016-12-31 | $184 | ~$88 | +107.40% | |
| 9 | JONES LANG LASALLE INC JLL | $9.3M | 0.09% | 53,276 | -18,203 | -25.47% | 0.12% | 2016-12-31 | $175 | ~$133 | +31.77% | |
| 10 | MANHATTAN ASSOCS INC MANH | $8.6M | 0.08% | 206,345 | -59,175 | -22.29% | 0.15% | 2017-09-30 | $42 | ~$45 | -7.67% | |
| 11 | UTAH MED PRODS INC UTMD | $8.1M | 0.08% | 81,683 | -630 | -0.77% | 0.08% | 2016-03-31 | $99 | ~$64 | +55.10% | |
| 12 | MAXIMUS INC MMS | $8.0M | 0.07% | 119,202 | -32,953 | -21.66% | 0.12% | 2016-09-30 | $67 | ~$66 | +0.96% | |
| 13 | ENERSYS ENS | $7.9M | 0.07% | 114,221 | -39,341 | -25.62% | 0.12% | 2016-09-30 | $69 | ~$70 | -0.61% | |
| 14 | NIC INC EGOVEUR | $6.8M | 0.06% | 512,435 | -138,610 | -21.29% | 0.12% | 2016-09-30 | $13 | ~$18 | -25.00% | |
| 15 | NATUS MEDICAL INC DEL BABYEUR | $6.7M | 0.06% | 199,286 | -68,564 | -25.60% | 0.12% | 2016-12-31 | $34 | ~$38 | -10.54% | |
| 16 | DYCOM INDS INC DY | $6.6M | 0.06% | 61,511 | -21,114 | -25.55% | 0.10% | 2017-09-30 | $108 | ~$98 | +9.93% | |
| 17 | MONOTYPE IMAGING HOLDINGS IN TYPEUSD | $6.0M | 0.06% | 266,419 | -87,995 | -24.83% | 0.10% | 2016-09-30 | $22 | ~$22 | +3.86% | |
| 18 | GRAHAM CORP GHM | $5.9M | 0.06% | 277,355 | -3,865 | -1.37% | 0.07% | 2016-03-31 | $21 | ~$20 | +7.36% | |
| 19 | WINMARK CORP WINA | $5.8M | 0.05% | 44,037 | -299 | -0.67% | 0.06% | 2016-03-31 | $131 | ~$100 | +31.13% | |
| 20 | CABOT MICROELECTRONICS CORP CCMPEUR | $5.2M | 0.05% | 48,656 | -16,649 | -25.49% | 0.07% | 2016-09-30 | $107 | ~$78 | +37.69% | |
| 21 | VIRTUS INVT PARTNERS INC VRTS | $5.1M | 0.05% | 41,406 | -13,670 | -24.82% | 0.07% | 2016-09-30 | $124 | ~$114 | +9.07% | |
| 22 | SUN HYDRAULICS CORP | $5.1M | 0.05% | 95,193 | -32,667 | -25.55% | 0.09% | 2016-09-30 | $54 | ~$53 | +0.83% | |
| 23 | HFF INC | $5.1M | 0.05% | 102,216 | -35,107 | -25.57% | 0.08% | 2016-09-30 | $50 | ~$40 | +24.41% | |
| 24 | TRANSCAT INC TRNS | $4.7M | 0.04% | 301,947 | -181,358 | -37.52% | 0.08% | 2016-03-31 | $16 | ~$10 | +52.79% | |
| 25 | JD COM INC JD | $4.6M | 0.04% | 114,626 | -1,074 | -0.93% | 0.05% | 2017-03-31 | $40 | ~$35 | +14.91% | |
| 26 | ATLAS FINANCIAL HOLDINGS INC | $4.6M | 0.04% | 447,125 | -4,107 | -0.91% | 0.10% | 2016-03-31 | $10 | ~$17 | -40.61% | |
| 27 | AMERICAN SOFTWARE INC AMSWAUSD | $4.6M | 0.04% | 351,884 | -2,859 | -0.81% | 0.05% | 2016-03-31 | $13 | ~$9 | +39.91% | |
| 28 | FLIR SYS INC FLIR | $4.2M | 0.04% | 84,802 | -29,133 | -25.57% | 0.06% | 2016-09-30 | $50 | ~$41 | +21.55% | |
| 29 | CLEARFIELD INC CLFD | $4.0M | 0.04% | 309,265 | -2,249 | -0.72% | 0.04% | 2017-06-30 | $13 | ~$13 | -2.22% | |
| 30 | GORMAN RUPP CO GRC | $3.9M | 0.04% | 132,217 | -45,605 | -25.65% | 0.06% | 2016-09-30 | $29 | ~$31 | -6.03% |