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 | Reduced | 626,038 | 15,381 | 0.59% | 0.59% | 1 | -12,500 | -1.96% | Q1 2026 | Apr 16, 2026 |
| FULTON BANK, N.A. | History | Added to | 501,703 | 12,326 | 0.43% | 0.27% | 2 | +192,755 | 62.39% | Q1 2026 | Apr 24, 2026 |
| Dempze Nancy E | History | Reduced | 22,100 | 542 | 0.3% | 0.31% | 3 | -2,000 | -8.3% | Q1 2026 | May 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 18,455 | 453 | 0.01% | — | 4 | +18,455 | New | Q1 2026 | May 05, 2026 |
| Hemenway Trust Co LLC | History | New | 11,822 | 290 | 0.02% | — | 5 | +11,822 | New | Q1 2026 | May 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 10,572 | 259 | 0.0% | 0.0% | 6 | -7,383 | -41.12% | Q1 2026 | May 11, 2026 |
| Notis-McConarty Edward | History | No change | 9,750 | 239 | 0.12% | 0.11% | 7 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McMillan Office, Inc. | History | No change | 4,614 | 113 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | New | 1,833 | 45 | 0.0% | — | 9 | +1,833 | New | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 1,091 | 27 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |