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 | 610,123 | 17,565 | 0.62% | 0.59% | 1 | -15,915 | -2.54% | Q2 2026 | Jul 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 602,323 | 17,340 | 0.53% | 0.43% | 2 | +100,620 | 20.06% | Q2 2026 | Jul 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 22,496 | 647 | 0.01% | 0.01% | 3 | +4,041 | 21.9% | Q2 2026 | Aug 05, 2026 |
| Dempze Nancy E | History | Reduced | 18,201 | 524 | 0.25% | 0.3% | 4 | -3,899 | -17.64% | Q2 2026 | Aug 12, 2026 |
| Hemenway Trust Co LLC | History | No change | 11,822 | 340 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 10,572 | 304 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Notis-McConarty Edward | History | No change | 9,750 | 280 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | New | 8,864 | 255 | 0.0% | — | 8 | +8,864 | New | Q2 2026 | Aug 11, 2026 |
| McMillan Office, Inc. | History | No change | 4,614 | 132 | 0.02% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,833 | 45 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 19, 2026 |