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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM Investment Management's IBKR Position: Q1 2026 in Review

WCM Investment Management increased its Interactive Brokers (IBKR) stake by 128% in Q1 2026, buying an estimated $358K and bringing the position to 8,958 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

WCM Investment Management first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • WCM Investment Management held 8,958 shares of Interactive Brokers worth $571K as of Q1 2026.
  • WCM Investment Management bought 5,022 Interactive Brokers shares in Q1 2026, an estimated $358K.
  • Interactive Brokers made up ﹤0.01% of WCM Investment Management's portfolio in Q1 2026, its #245 holding.
  • WCM Investment Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.