WCM INVESTMENT MANAGEMENT, LLC

Q3 2026 13F-HR Detailed Holdings

Location
Laguna Beach, CA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$59,097,243
Net value change ($000)
+3,938,169 (7.1%)
New positions
31
Sold out positions
79
Turnover %
13.4%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/13/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TEVA 1,682,111 NEW
SN 1,092,198 788.4%
TEAM 955,336 NEW
SK HYNIX INC 860,813 NEW
FTI 758,442 580.5%
IQV 717,699 NEW
PLTR 716,624 NEW
MSFT 679,454 93.3%
CVS 636,124 NEW
META 596,760 58.2%
Top Reduces (Value $000, Stocks/ETFs)
TEVA -1,376,210 -100.0%
APP -1,193,964 -64.5%
ACGL -1,173,353 -99.9%
GLW -539,378 -35.6%
CAH -403,069 -41.5%
WDC -296,287 -27.8%
MDLN -293,021 -100.0%
ASML -275,650 -10.1%
AZN -162,459 -65.3%
STX -157,513 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 First Trust Advisors LP