WCM Investment Management
IBKR icon

WCM Investment Management’s Interactive Brokers IBKR Stock Holding History

WCM Investment Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$824K Buy
9,340
+382
+4% +$31.8K ﹤0.01% 246
2026
Q1 		$571K Buy
8,958
+5,022
+128% +$358K ﹤0.01% 245
2025
Q4 		$256K Buy
3,936
+314
+9% +$21K ﹤0.01% 235
2025
Q3 		$249K Buy
+3,622
New +$228K ﹤0.01% 221

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

WCM Investment Management increased its Interactive Brokers (IBKR) stake by 4.3% in Q2 2026, buying an estimated $31.8K and bringing the position to 9,340 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

WCM Investment Management first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • WCM Investment Management held 9,340 shares of Interactive Brokers worth $824K as of Q2 2026.
  • WCM Investment Management bought 382 Interactive Brokers shares in Q2 2026, an estimated $31.8K.
  • Interactive Brokers made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #246 holding.
  • WCM Investment Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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