WCM Investment Management
AEIS icon

WCM Investment Management’s Advanced Energy AEIS Stock Holding History

WCM Investment Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7M Sell
82,512
-16,180
-16% -$5.66M 0.05% 83
2026
Q1 		$29.4M Sell
98,692
-2,700
-3% -$783K 0.07% 72
2025
Q4 		$21.6M Buy
+101,392
New +$20.6M 0.04% 81

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCM Investment Management's AEIS Position: Q2 2026 in Review

WCM Investment Management reduced its Advanced Energy (AEIS) stake by 16% in Q2 2026, selling an estimated $5.66M and leaving 82,512 shares worth $28.7M. The position accounts for 0.05% of the portfolio, ranked #83.

WCM Investment Management first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.4M in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • WCM Investment Management held 82,512 shares of Advanced Energy worth $28.7M as of Q2 2026.
  • WCM Investment Management sold 16,180 Advanced Energy shares in Q2 2026, an estimated $5.66M.
  • Advanced Energy made up 0.05% of WCM Investment Management's portfolio in Q2 2026, its #83 holding.
  • WCM Investment Management first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • WCM Investment Management's Advanced Energy position peaked at $29.4M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.