WCM INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Laguna Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 55,159,074
- Description
- WCM Investment Management is an investment-management firm with its own SEC 13F reporting history. Its portfolios serve different investment mandates. This record follows qualifying securities disclosed by WCM under CIK 1061186, rather than assuming that every client portfolio or asset class appears in the filing.
- Website
- https://www.wcminvest.com/
- Founded
- 1976
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 266 | 55,159,074 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2026 | 5/7/2026 | 263 | 43,812,771 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2025 | 2/9/2026 | 241 | 48,567,796 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 11/4/2025 | 228 | 48,063,311 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 7/29/2025 | 219 | 43,814,030 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2025 | 4/28/2025 | 278 | 38,905,997 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2024 | 2/11/2025 | 288 | 42,523,934 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2024 | 1/28/2025 | 288 | 42,523,934 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2024 | 11/4/2024 | 289 | 44,123,747 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2024 | 7/31/2024 | 267 | 42,304,286 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2024 | 4/25/2024 | 247 | 42,069,675 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2023 | 1/29/2024 | 250 | 36,160,843 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2023 | 10/10/2023 | 208 | 34,060,781 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2023 | 7/14/2023 | 218 | 33,475,072 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2023 | 5/15/2023 | 213 | 31,288,252 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2022 | 2/7/2023 | 213 | 29,975,372 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2022 | 10/18/2022 | 195 | 27,860,805 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2022 | 8/9/2022 | 202 | 27,883,591 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2022 | 5/6/2022 | 201 | 35,814,146 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2021 | 1/26/2022 | 205 | 44,400,522 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2021 | 11/2/2021 | 204 | 43,265,783 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2021 | 8/5/2021 | 196 | 39,368,636 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2021 | 5/13/2021 | 190 | 36,506,989 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2020 | 2/23/2021 | 193 | 36,780,236 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2020 | 2/16/2021 | 173 | 28,822,638 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2020 | 11/6/2020 | 179 | 28,489,700 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2020 | 8/18/2020 | 180 | 26,062,929 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2020 | 5/8/2020 | 180 | 18,111,529 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2019 | 2/13/2020 | 157 | 18,603,831 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2019 | 2/7/2020 | 157 | 19,872,884 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2014 | 8/8/2014 | 141 | 4,014,011 | 13F-HR | WCM INVESTMENT MANAGEMENT/CA |
| Q1 2014 | 5/8/2014 | 138 | 2,793,114 | 13F-HR | WCM INVESTMENT MANAGEMENT/CA |
| Q4 2013 | 2/21/2014 | 133 | 2,773,828 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT/CA |
| Q4 2013 | 2/11/2014 | 133 | 2,804,650 | 13F-HR | WCM INVESTMENT MANAGEMENT/CA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.08 M | 99.9% | 11.3 M | 0 | 11.3 M |
| ETFs | 80.02 K | 0.1% | 41.31 K | 0 | 41.31 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
55,159,074
Holdings
266
QoQ value change ($000)
11,346,303
(25.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.