We are live on ! Find out more
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
FLY
176
Firefly Aerospace
FLY
$3.63B
$5.79M 0.01%
199,300
-141,430
-42% -$5.29M
EWBC icon
177
East-West Bancorp
EWBC
$17.9B
$5.53M 0.01%
42,821
– –
EMBJ
178
Embraer S.A. ADS
EMBJ
$13.1B
$5.35M 0.01%
86,139
+33,802
+65% +$2.07M
MTZ icon
179
MasTec
MTZ
$19B
$4.98M 0.01%
11,611
+2,035
+21% +$778K
BWXT icon
180
BWX Technologies
BWXT
$14.4B
$4.63M 0.01%
24,484
+6,969
+40% +$1.45M
ESI icon
181
Element Solutions
ESI
$8.78B
$4.12M 0.01%
89,024
-507,994
-85% -$21.1M
ADUS icon
182
Addus HomeCare
ADUS
$2.22B
$3.4M 0.01%
34,641
-125,113
-78% -$11.8M
RBRK icon
183
Rubrik
RBRK
$19.4B
$3.39M 0.01%
44,268
+2,969
+7% +$187K
QXO
184
QXO Inc
QXO
$13.9B
$3.36M 0.01%
188,569
+80,078
+74% +$1.49M
AAOI icon
185
Applied Optoelectronics
AAOI
$8.96B
$3.26M 0.01%
+21,740
New +$3.53M
CGNX icon
186
Cognex
CGNX
$10.5B
$3.16M 0.01%
46,202
-203,897
-82% -$12.4M
RKLB icon
187
Rocket Lab Corp
RKLB
$41.1B
$3.08M 0.01%
31,448
-50
-0.2% -$4.98K
UEC icon
188
Uranium Energy
UEC
$5.71B
$3.07M 0.01%
283,702
-12,552
-4% -$168K
TDY icon
189
Teledyne Technologies
TDY
$28.3B
$3M 0.01%
4,677
-205
-4% -$129K
TTWO icon
190
Take-Two Interactive
TTWO
$40.1B
$2.94M 0.01%
11,905
+2,059
+21% +$454K
CW icon
191
Curtiss-Wright
CW
$20.9B
$2.93M 0.01%
3,971
+694
+21% +$509K
LSTR icon
192
Landstar System
LSTR
$6.04B
$2.89M 0.01%
13,849
-46,358
-77% -$8.86M
CUBE icon
193
CubeSmart
CUBE
$8.89B
$2.88M 0.01%
70,771
– –
MTSI icon
194
MACOM Technology Solutions
MTSI
$20.5B
$2.64M ﹤0.01%
+7,078
New +$2.35M
MKSI icon
195
MKS Inc
MKSI
$17.6B
$2.57M ﹤0.01%
6,174
-5,946
-49% -$1.86M
WTM icon
196
White Mountains Insurance
WTM
$5.02B
$2.5M ﹤0.01%
1,197
-4,798
-80% -$10.3M
DORM icon
197
Dorman Products
DORM
$3.9B
$2.28M ﹤0.01%
17,220
-68,390
-80% -$8.1M
AX icon
198
Axos Financial
AX
$5.56B
$2.28M ﹤0.01%
23,623
-71,743
-75% -$6.47M
LOB icon
199
Live Oak Bancshares
LOB
$1.83B
$2.27M ﹤0.01%
55,369
-98,165
-64% -$3.67M
HAYW icon
200
Hayward Holdings
HAYW
$2.95B
$2.21M ﹤0.01%
129,931
-571,931
-81% -$8.35M
6 7
8
9 10

Similar funds

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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.