Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2022-03-31
$35.81B
Positions
201
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 | MICROSOFT CORP MSFT | $402.8M | 1.12% | 1,303,809 | +1,303,809 | 2022-03-31 | $309 | ~$309 | +0.00% | |||
| 2 | FERGUSON PLC NEW | $232.4M | 0.65% | 1,732,530 | +1,732,530 | 2022-03-31 | $134 | ~$134 | +0.00% | |||
| 3 | ZTO EXPRESS CAYMAN INC ZTO | $61.1M | 0.17% | 2,444,864 | +2,444,864 | 2022-03-31 | $25 | ~$25 | +0.00% | |||
| 4 | FIVERR INTL LTD | $26.5M | 0.07% | 348,866 | +348,866 | 2022-03-31 | $76 | ~$76 | +0.00% | |||
| 5 | SPS COMM INC SPSC | $13.6M | 0.04% | 103,770 | +103,770 | 2022-03-31 | $131 | ~$131 | +0.00% | |||
| 6 | ZOOMINFO TECHNOLOGIES INC GTM | $5.3M | 0.01% | 88,264 | +88,264 | 2022-03-31 | $60 | ~$60 | +0.00% | |||
| 7 | OMNICELL COM OMCL | $4.7M | 0.01% | 36,492 | +36,492 | 2019-03-31 | $129 | ~$77 | +68.06% | |||
| 8 | EAST WEST BANCORP INC EWBC | $2.9M | 0.01% | 36,517 | +36,517 | 2013-03-31 | $79 | ~$27 | +193.04% | |||
| 9 | CUBESMART CUBE | $2.4M | 0.01% | 46,617 | +46,617 | 2022-03-31 | $52 | ~$52 | +0.00% | |||
| 10 | INDEPENDENT BANK GROUP INC IBTXUSD | $2.0M | 0.01% | 28,190 | +28,190 | 2022-03-31 | $71 | ~$71 | +0.00% | |||
| 11 | ISHARES TR INDA | $1.7M | 0.00% | 38,137 | +38,137 | 2019-09-30 | $45 | ~$30 | +47.02% | |||
| 12 | CHEVRON CORP NEW CVX | $303K | 0.00% | 1,860 | +1,860 | 2013-03-31 | $163 | ~$123 | +32.74% | |||
| 13 | CREDICORP LTD | $289K | 0.00% | 1,682 | +1,682 | 2017-03-31 | $172 | ~$146 | +17.78% | |||
| 14 | UNILEVER PLC | $212K | 0.00% | 4,651 | +4,651 | 2013-09-30 | $46 | ~$39 | +17.93% |