Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2024-09-30
$44.12B
Positions
289
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 | ADVANCED MICRO DEVICES INC | $0 | 0 | -172,389 | -100.00% | 0.06% | ||||||
| 2 | CBIZ INC | $0 | 0 | -202,136 | -100.00% | 0.04% | ||||||
| 3 | FERGUSON PLC NEW | $0 | 0 | -1,191,048 | -100.00% | 0.54% | ||||||
| 4 | FIVE BELOW INC | $0 | 0 | -108,910 | -100.00% | 0.03% | ||||||
| 5 | GRAIL INC | $0 | 0 | -44,382 | -100.00% | 0.00% | ||||||
| 6 | ISHARES TR | $0 | 0 | -619 | -100.00% | 0.00% | ||||||
| 7 | JOHN BEAN TECHNOLOGIES CORP | $0 | 0 | -196,145 | -100.00% | 0.04% | ||||||
| 8 | LIFE360 INC | $0 | 0 | -149,528 | -100.00% | 0.01% | ||||||
| 9 | LULULEMON ATHLETICA INC | $0 | 0 | -10,061 | -100.00% | 0.01% | ||||||
| 10 | OLD DOMINION FREIGHT LINE IN | $0 | 0 | -2,015,153 | -100.00% | 0.83% | ||||||
| 11 | PLANET FITNESS INC | $0 | 0 | -245,620 | -100.00% | 0.04% | ||||||
| 12 | THOMSON REUTERS CORP. | $0 | 0 | -1,083,003 | -100.00% | 0.44% |