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 | EAST WEST BANCORP INC EWBC | $4.9M | 0.01% | 42,821 | +0 | +0.00% | 0.01% | 2013-03-31 | $114 | ~$36 | +214.92% | |
| 2 | CUBESMART CUBE | $2.6M | 0.01% | 70,771 | +0 | +0.00% | 0.01% | 2022-03-31 | $36 | ~$49 | -26.01% | |
| 3 | FIGMA INC FIG | $2.3M | 0.00% | 60,000 | +0 | +0.00% | 0.01% | 2025-09-30 | $38 | ~$53 | -29.20% | |
| 4 | REXFORD INDL RLTY INC REXR | $2.2M | 0.00% | 54,510 | +0 | +0.00% | 0.00% | 2019-03-31 | $40 | ~$50 | -21.11% | |
| 5 | ISHARES TR SGOV | $841K | 0.00% | 8,377 | +0 | +0.00% | 0.00% | 2023-12-31 | $100 | ~$101 | -0.36% | |
| 6 | AMPHENOL CORP NEW APH | $271K | 0.00% | 1,988 | +0 | +0.00% | 0.00% | 2014-12-31 | $136 | ~$26 | +414.86% | |
| 7 | ISHARES TR KSA | $51K | 0.00% | 1,406 | +0 | +0.00% | 0.00% | 2023-03-31 | $36 | ~$39 | -6.75% |