WCM Investment Management
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WCM Investment Management’s IDEX IEX Stock Holding History

WCM Investment Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,789
Closed -$512K – 282
2026
Q1 		$512K Buy
2,789
+502
+22% +$99.1K ﹤0.01% 246
2025
Q4 		$410K Sell
2,287
-88
-4% -$15K ﹤0.01% 227
2025
Q3 		$385K Buy
2,375
+563
+31% +$95.1K ﹤0.01% 217
2025
Q2 		$319K Buy
1,812
+189
+12% +$33.5K ﹤0.01% 211
2025
Q1 		$294K Buy
1,623
+593
+58% +$118K ﹤0.01% 271
2024
Q4 		$215K Buy
+1,030
New +$225K ﹤0.01% 285
2022
Q3 		– Sell
-2,036
Closed -$369K – 198
2022
Q2 		$369K Buy
2,036
+7
+0.3% +$1.32K ﹤0.01% 196
2022
Q1 		$389K Hold
2,029
– – ﹤0.01% 194
2021
Q4 		$479K Buy
2,029
+15
+0.7% +$3.41K ﹤0.01% 195
2021
Q3 		$417K Buy
2,014
+15
+0.8% +$3.33K ﹤0.01% 197
2021
Q2 		$440K Hold
1,999
– – ﹤0.01% 191
2021
Q1 		$418K Buy
1,999
+225
+13% +$44.6K ﹤0.01% 182
2020
Q4 		$353K Buy
1,774
+51
+3% +$9.7K ﹤0.01% 183
2020
Q3 		$314K Hold
1,723
– – ﹤0.01% 176
2020
Q2 		$272K Hold
1,723
– – ﹤0.01% 176
2020
Q1 		$238K Buy
+1,723
New +$270K ﹤0.01% 178

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

WCM Investment Management sold out of IDEX (IEX) in Q2 2026, closing a stake of 2,789 shares — an estimated $512K sold.

WCM Investment Management first reported a position in IEX in Q1 2020 and held it in 16 quarters. The position peaked at $512K in Q1 2026. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • WCM Investment Management reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • WCM Investment Management sold 2,789 IDEX shares in Q2 2026, an estimated $512K.
  • WCM Investment Management first reported a position in IDEX in Q1 2020 and held it in 16 quarters.
  • WCM Investment Management's IDEX position peaked at $512K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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