WCM INVESTMENT MANAGEMENT, LLC

CIK 0001061186 · Q1 2026

13F Equity AUM

$43.8B

-9.8% QoQ

Positions

262

+21 QoQ

AUM Rank

#252

Top 2%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,284 · Top 52%

vs S&P -1.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 25.4%Top 10: 42.3%Top 20: 65.9%

TSM6.7%

SE6.0%

ASML4.4%

APP4.3%

4I14.1%

WDC3.8%

LIN3.7%

STX3.6%

IBN3.0%

CP2.9%

Others (252)57.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.3%

Financial Services16.8%

Healthcare13.8%

Industrials11.0%

Consumer Cyclical10.0%

Basic Materials5.6%

Consumer Staples4.1%

Communication Services2.9%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 262Median: 0.03%Avg: 0.38%

0–0.5%

223(10.1%)

0.5–1%

4(2.4%)

1–3%

26(48.0%)

3–5%

7(26.7%)

5%+

2(12.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 261Unique: 1vs 20 funds

3.6%Low

262

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

5.5%

6.5%

5.3%

8.3%

GEODE CAPITAL MANAGEMENT, LLC

6.8%

VANGUARD CAPITAL MANAGEMENT LLC

6.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New52Increased75Decreased129Exited30

New Positions

MDT2.2%

+11.3M

CHRW1.3%

+3.6M

NVSN0.5%

+1.5M

B7S0.4%

+12.8M

LYG0.3%

+26.5M

GDS0.2%

+1.7M

BG0.1%

+326K

COMP0.1%

+6.0M

CCO0.1%

+344K

PAYPAY CORP0.1%

+1.2M

Increased

TEVA2.6%

+26.8M(+191%)

SE6.0%

+7.9M(+30%)

GENI0.0%

+2.4M(+511%)

BMTA0.3%

+2.3M(+3900%)

ILMN1.6%

+1.9M(+45%)

ACMR0.2%

+1.8M(+16879%)

SAJA0.1%

+1.8M(+397%)

SONY0.1%

+1.5M(+338%)

BZ0.1%

+1.2M(+375%)

CRC0.6%

+938K(+22%)

Decreased

CPNG0.1%

-46,313,322(-96%)

HOOD0.4%

-2,449,189(-47%)

WCN1.4%

-2,410,994(-38%)

NVO0.1%

-1,697,295(-68%)

EFA0.0%

-1,428,392(-94%)

NU2.3%

-1,101,400(-1%)

IBN3.0%

-1,066,632(-2%)

STX3.6%

-808,020(-16%)

HLMN0.0%

-786,638(-36%)

ACGL2.8%

-681,503(-5%)

Exited

-3,761,924

-597,527

-2,662,619

-424,528

-1,224,125

-102,234

-87,812

-211,065

PEN

-41,053

CVLT

-120,362

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...