Investment Managers Series Trust - WCMIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Added to | 638,538 | 15,886 | 0.59% | 0.66% | 1 | +3,088 | 0.49% | Q4 2025 | Jan 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 308,948 | 7,686 | 0.27% | 0.22% | 2 | +77,509 | 33.49% | Q4 2025 | Jan 08, 2026 |
| Dempze Nancy E | History | No change | 24,100 | 599 | 0.31% | 0.36% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 17,955 | 446 | 0.0% | 0.0% | 4 | +975 | 5.74% | Q4 2025 | Feb 12, 2026 |
| Notis-McConarty Edward | History | No change | 9,750 | 242 | 0.11% | 0.12% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McMillan Office, Inc. | History | New | 4,614 | 114 | 0.01% | — | 6 | +4,614 | New | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 1,091 | 27 | 0.01% | — | 7 | +1,091 | New | Q4 2025 | Feb 13, 2026 |