WCM Investment Management

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return