Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2025-03-31
$38.91B
Positions
278
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 | KASPI KZ JSC KSPI | $19.7M | 0.05% | 209,774 | +0 | +0.00% | 0.05% | 2024-03-31 | $94 | ~$129 | -27.08% | |
| 2 | EAST WEST BANCORP INC EWBC | $3.8M | 0.01% | 42,821 | +0 | +0.00% | 0.01% | 2013-03-31 | $89 | ~$36 | +145.90% | |
| 3 | REXFORD INDL RLTY INC REXR | $2.1M | 0.01% | 54,510 | +0 | +0.00% | 0.00% | 2019-03-31 | $39 | ~$50 | -21.72% | |
| 4 | ISHARES INC ESGE | $1.6M | 0.00% | 45,185 | +0 | +0.00% | 0.00% | 2022-12-31 | $35 | ~$31 | +12.35% | |
| 5 | ISHARES TR KSA | $58K | 0.00% | 1,406 | +0 | +0.00% | 0.00% | 2023-03-31 | $41 | ~$39 | +6.23% |