Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2025-12-31
$48.57B
Positions
241
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 | AMERICAN WOODMARK CORPORATIO | $0 | 0 | -203,576 | -100.00% | 0.03% | ||||||
| 2 | AMERICAS CAR-MART INC | $0 | 0 | -259,274 | -100.00% | 0.02% | ||||||
| 3 | BALL CORP | $0 | 0 | -5,032 | -100.00% | 0.00% | ||||||
| 4 | BIOHAVEN LTD | $0 | 0 | -287,860 | -100.00% | 0.01% | ||||||
| 5 | CENTRUS ENERGY CORP | $0 | 0 | -45,447 | -100.00% | 0.03% | ||||||
| 6 | CUSHMAN WAKEFIELD PLC | $0 | 0 | -2,026,167 | -100.00% | 0.07% | ||||||
| 7 | FIRST WATCH RESTAURANT GROUP | $0 | 0 | -736,665 | -100.00% | 0.02% | ||||||
| 8 | FOX FACTORY HLDG CORP | $0 | 0 | -426,531 | -100.00% | 0.02% | ||||||
| 9 | GREEN BRICK PARTNERS INC | $0 | 0 | -152,362 | -100.00% | 0.02% | ||||||
| 10 | INSPIRE MED SYS INC | $0 | 0 | -107,032 | -100.00% | 0.02% | ||||||
| 11 | KLAVIYO INC | $0 | 0 | -389,303 | -100.00% | 0.03% | ||||||
| 12 | ORACLE CORP | $0 | 0 | -881 | -100.00% | 0.00% | ||||||
| 13 | POWELL INDS INC | $0 | 0 | -66,300 | -100.00% | 0.04% | ||||||
| 14 | POWER INTEGRATIONS INC | $0 | 0 | -258,581 | -100.00% | 0.02% | ||||||
| 15 | RESMED INC | $0 | 0 | -11,474 | -100.00% | 0.01% | ||||||
| 16 | SPS COMM INC | $0 | 0 | -94,296 | -100.00% | 0.02% | ||||||
| 17 | STERIS PLC | $0 | 0 | -1,171,994 | -100.00% | 0.60% | ||||||
| 18 | STRIDE INC | $0 | 0 | -74,141 | -100.00% | 0.02% | ||||||
| 19 | TREX CO INC | $0 | 0 | -39,566 | -100.00% | 0.00% | ||||||
| 20 | UNITEDHEALTH GROUP INC | $0 | 0 | -1,254,752 | -100.00% | 0.90% | ||||||
| 21 | WESTERN ALLIANCE BANCORP | $0 | 0 | -290,047 | -100.00% | 0.05% | ||||||
| 22 | WIX COM LTD | $0 | 0 | -119,521 | -100.00% | 0.04% | ||||||
| 23 | YATSEN HLDG LTD | $0 | 0 | -12,252 | -100.00% | 0.00% |