WCM Investment Management
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WCM Investment Management’s Full Truck Alliance YMM Stock Holding History

WCM Investment Management’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,561
Closed -$290K – 290
2025
Q4 		$290K Sell
26,561
-23,201
-47% -$278K ﹤0.01% 232
2025
Q3 		$651K Buy
49,762
+3,576
+8% +$44.3K ﹤0.01% 212
2025
Q2 		$545K Buy
46,186
+19,151
+71% +$223K ﹤0.01% 204
2025
Q1 		$349K Buy
27,035
+7,610
+39% +$91.7K ﹤0.01% 264
2024
Q4 		$210K Sell
19,425
-2,240,619
-99% -$21.9M ﹤0.01% 286
2024
Q3 		$20.8M Sell
2,260,044
-132,456
-6% -$1.02M 0.05% 92
2024
Q2 		$19.8M Buy
+2,392,500
New +$20.3M 0.05% 96

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

WCM Investment Management sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 26,561 shares — an estimated $290K sold.

WCM Investment Management first reported a position in YMM in Q2 2024 and held it in 7 quarters. The position peaked at $20.8M in Q3 2024. 203 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • WCM Investment Management reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
  • WCM Investment Management sold 26,561 Full Truck Alliance shares in Q1 2026, an estimated $290K.
  • WCM Investment Management first reported a position in Full Truck Alliance in Q2 2024 and held it in 7 quarters.
  • WCM Investment Management's Full Truck Alliance position peaked at $20.8M in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

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