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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $55.2B
1-Year Est. Return 57.07%
This Fund
S&P 500
This Quarter Est. Return
+33.29%
1 Year Est. Return
+57.07%
3 Year Est. Return
+206.72%
5 Year Est. Return
+229.02%
10 Year Est. Return
+1,236.16%
AUM
$55.2B
AUM Growth
+$11.3B
Cap. Flow
-$571M
Cap. Flow %
-1.03%
Top 10 Hldgs %
45.66%
Holding
296
New
33
Increased
104
Reduced
120
Closed
30

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.1B
2
STX icon
Seagate
STX
+$743M
3
VTR icon
Ventas
VTR
+$667M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$340M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340M

Top Sells

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$2.4B
2
SHOP icon
Shopify
SHOP
+$762M
3
APP icon
Applovin
APP
+$624M
4
GLW icon
Corning
GLW
+$396M
5
GDDY icon
GoDaddy
GDDY
+$279M

Sector Composition

Rank Sector Weight
1 Technology 30.96%
2 Financials 14.13%
3 Healthcare 12.97%
4 Consumer Discretionary 9.59%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDRE icon
251
Cadre Holdings
CDRE
$1.27B
$671K ﹤0.01%
24,519
-212,639
-90% -$6.41M
CCC
252
CCC Intelligent Solutions
CCC
$4.42B
$665K ﹤0.01%
135,782
-718,014
-84% -$3.55M
EBAY icon
253
eBay
EBAY
$46B
$640K ﹤0.01%
5,778
+253
+5% +$27K
CECO icon
254
Ceco Environmental
CECO
$4.34B
$469K ﹤0.01%
+5,210
New +$412K
INTR icon
255
Inter&Co
INTR
$2.5B
$458K ﹤0.01%
85,059
-10,354,570
-99% -$69.6M
GXO icon
256
GXO Logistics
GXO
$5.54B
$447K ﹤0.01%
+8,853
New +$458K
MELI icon
257
Mercado Libre
MELI
$100B
$438K ﹤0.01%
260
-10
-4% -$17.1K
LYTS icon
258
LSI Industries
LYTS
$754M
$406K ﹤0.01%
+15,299
New +$354K
JAN
259
Janus Living Inc
JAN
$7.22B
$385K ﹤0.01%
13,362
-2,138
-14% -$55.5K
BRC icon
260
Brady Corp
BRC
$4.23B
$377K ﹤0.01%
+4,189
New +$348K
APH icon
261
Amphenol
APH
$204B
$331K ﹤0.01%
3,976
– –
GDDY icon
262
GoDaddy
GDDY
$12.8B
$237K ﹤0.01%
2,778
-3,311,678
-100% -$279M
BKR icon
263
Baker Hughes
BKR
$63B
$218K ﹤0.01%
3,873
– –
HGTY icon
264
Hagerty
HGTY
$1.38B
$118K ﹤0.01%
10,023
– –
SGOV icon
265
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$87.8K ﹤0.01%
872
-7,505
-90% -$755K
KSA icon
266
iShares MSCI Saudi Arabia ETF
KSA
$635M
$23.2K ﹤0.01%
620
– –
AIZ icon
267
Assurant
AIZ
$14.1B
– –
-1,142
Closed -$247K
BLD
268
DELISTED
TopBuild
BLD
– –
-52,843
Closed -$17.7M
CBRE icon
269
CBRE Group
CBRE
$42.8B
– –
-2,821
Closed -$376K
CBZ icon
270
CBIZ
CBZ
$2.98B
– –
-183,268
Closed -$4.95M
CDW icon
271
CDW
CDW
$19.1B
– –
-3,460
Closed -$410K
CRDO icon
272
Credo Technology Group
CRDO
$32.1B
– –
-63,705
Closed -$5.59M
CSL icon
273
Carlisle Companies
CSL
$14B
– –
-1,074
Closed -$350K
CSW
274
CSW Industrials
CSW
$5.03B
– –
-21,968
Closed -$5.7M
EWY icon
275
iShares MSCI South Korea ETF
EWY
$28.8B
– –
-24,744
Closed -$404K
8 9 10
11
12

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WCM Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, WCM Investment Management held 296 positions worth $55.2B, up 26% from $43.8B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

WCM Investment Management's Q2 2026 filing shows 33 new, 104 increased, 120 reduced and 30 closed positions. Its largest new stake was Ventas: 7,824,883 shares worth $699M. The largest sale was Western Digital, an estimated $2.4B.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q2 2026 buy was Ventas: 7,824,883 shares worth $699M.
  • WCM Investment Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $1.1B increase.
  • WCM Investment Management's biggest Q2 2026 reduction was Western Digital, cutting an estimated $2.4B.
  • WCM Investment Management fully exited SAP in Q2 2026, selling an estimated $140M.
  • WCM Investment Management's ten largest holdings make up 46% of its $55.2B portfolio in Q2 2026.
  • WCM Investment Management opened 33 new positions and closed 30 in Q2 2026.
  • WCM Investment Management's portfolio value rose 26% quarter-over-quarter to $55.2B.

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