WCM INVESTMENT MANAGEMENT, LLC

LAGUNA BEACH, CA · CIK 1061186 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1976 · limited liability company

Assets managed$96.8bn
Staff102 · 44 in investment roles
Main clients (by assets)Mutual funds and ETFs 35%, Private funds 24%, State and local governments 9%
Private funds15 (1 hedge) · $9.9bn gross assets
Form ADV · 2026-08-31SEC adviser record

Legal entityWCM INVESTMENT MANAGEMENT, LLC (US)

$55.2bn reported value +25.9% vs Q1 2026

266positions

45.7%in top 10

33 new 104 added 120 reduced 30 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

First Trust Advisors LP – no 13F of its own this quarter

Also in the report of:

PERSONAL CFO SOLUTIONS, LLC – $32.7m of shares are in both reports
Advisory Services Network, LLC
American Beacon Advisors, Inc.
American Trust

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	5,320,463	$5.2bn9.34%	9.34%	Added +973.6k	+973,611 22.4%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	9,261,509	$4.2bn7.64%	7.64%	Reduced -66.1k	-66,083 -0.7%
3	SEA LTD SPONSORD ADS SE	SE	33,881,192	$3.1bn5.71%	5.71%	Added +134.7k	+134,717 0.4%
4	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,449,003	$2.7bn4.95%	4.95%	Reduced -74.8k	-74,793 -4.9%
5	PHILIP MORRIS INTL INC COM PM	PM	10,304,779	$1.9bn3.42%	3.42%	Reduced -479.0k	-479,001 -4.4%
6	APPLOVIN CORP COM CL A APP	APP	3,709,328	$1.9bn3.35%	3.35%	Reduced -1.3m	-1,292,272 -25.8%
7	LINDE PLC SHS LIN	LIN	3,191,132	$1.6bn2.96%	2.96%	Reduced -43.9k	-43,852 -1.4%
8	AMAZON COM INC COM AMZN	AMZN	6,437,619	$1.5bn2.80%	2.80%	Added +271.0k	+270,963 4.4%
9	CORNING INC COM GLW	GLW	5,932,726	$1.5bn2.75%	2.75%	Reduced -2.2m	-2,174,143 -26.8%
10	ICICI BANK LIMITED ADR IBN	IBN	51,506,124	$1.5bn2.74%	2.74%	Reduced -735.8k	-735,772 -1.4%
11	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		41,315,232	$1.4bn2.49%	2.49%	Added +494.6k	+494,632 1.2%
12	CANADIAN PACIFIC KANSAS CITY COM CP	CP	15,281,812	$1.3bn2.41%	2.41%	Reduced -802.5k	-802,508 -5.0%
13	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	2,840,477	$1.3bn2.38%	2.38%	Added +425.4k	+425,400 17.6%
14	ARCH CAP GROUP LTD ORD ACGL	ACGL	11,973,574	$1.2bn2.13%	2.13%	Reduced -628.8k	-628,838 -5.0%
15	ILLUMINA INC COM ILMN	ILMN	6,206,701	$1.1bn2.04%	2.04%	Added +283.5k	+283,528 4.8%
16	WESTERN DIGITAL CORP COM WDC	WDC	1,632,121	$1.1bn1.93%	1.93%	Reduced -4.9m	-4,929,689 -75.1%
17	META PLATFORMS INC CL A META	META	1,821,072	$1.0bn1.86%	1.86%	Added +1.8m	+1,799,598 8380.4%
18	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	4,182,592	$998.0m1.81%	1.81%	Reduced -165.8k	-165,825 -3.8%
19	NU HLDGS LTD ORD SHS CL A NU	NU	74,446,402	$977.5m1.77%	1.77%	Added +1.6m	+1,609,207 2.2%
20	CARDINAL HEALTH INC COM CAH	CAH	4,112,461	$971.4m1.76%	1.76%	Added +105.8k	+105,825 2.6%
21	NVIDIA CORPORATION COM NVDA	NVDA	4,767,428	$929.5m1.69%	1.69%	Added +98.3k	+98,334 2.1%
22	MEDTRONIC PLC SHS MDT	MDT	10,826,014	$876.1m1.59%	1.59%	Reduced -439.7k	-439,700 -3.9%
23	WELLTOWER INC COM WELL	WELL	3,346,803	$762.2m1.38%	1.38%	Added +89.8k	+89,820 2.8%
24	CORTEVA INC COM CTVA	CTVA	8,939,948	$745.3m1.35%	1.35%	Added +227.3k	+227,330 2.6%
25	MICROSOFT CORP COM MSFT	MSFT	1,975,459	$728.1m1.32%	1.32%	Added +51.1k	+51,137 2.7%
26	VISA INC COM CL A V	V	2,122,570	$725.2m1.31%	1.31%	Added +57.7k	+57,715 2.8%
27	MCKESSON CORP COM MCK	MCK	957,886	$716.0m1.30%	1.30%	Added +25.8k	+25,765 2.8%
28	VENTAS INC COM VTR	VTR	7,824,883	$698.8m1.27%	1.27%	New
29	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	3,683,725	$680.6m1.23%	1.23%	Added +102.2k	+102,189 2.9%
30	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	3,007,065	$646.0m1.17%	1.17%	Added +176.4k	+176,445 6.2%
31	WASTE CONNECTIONS INC COM WCN	WCN	3,794,258	$634.1m1.15%	1.15%	Reduced -81.1k	-81,138 -2.1%
32	AON PLC SHS CL A AON	AON	1,875,859	$614.5m1.11%	1.11%	Reduced -76.5k	-76,520 -3.9%
33	GE AEROSPACE COM NEW GE	GE	1,620,961	$605.8m1.10%	1.10%	Reduced -669.0k	-668,953 -29.2%
34	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,152,094	$575.6m1.04%	1.04%	Added +30.8k	+30,753 2.7%
35	GALLAGHER ARTHUR J & CO COM AJG	AJG	2,425,562	$550.9m1.00%	1.00%	Added +63.0k	+63,049 2.7%
36	LPL FINL HLDGS INC COM LPLA	LPLA	1,810,058	$487.3m0.88%	0.88%	Added +75.7k	+75,663 4.4%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	947,287	$335.0m0.61%	0.61%	Added +943.4k	+943,401 24276.9%
38	ALPHABET INC CAP STK CL C GOOG	GOOG	952,310	$334.5m0.61%	0.61%	New
39	UBS GROUP AG SHS UBS	UBS	6,150,458	$304.4m0.55%	0.55%	Added +300.3k	+300,258 5.1%
40	NOVARTIS AG SPONSORED ADR NVS	NVS	1,904,349	$300.1m0.54%	0.54%	Added +441.2k	+441,169 30.1%
41	MEDLINE INC COM CL A MDLN	MDLN	7,397,650	$293.0m0.53%	0.53%	Added +178.9k	+178,919 2.5%
42	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	2,784,462	$283.5m0.51%	0.51%	Added +75.9k	+75,886 2.8%
43	COMFORT SYS USA INC COM FIX	FIX	144,923	$282.4m0.51%	0.51%	Added +28.2k	+28,225 24.2%
44	ASTRAZENECA PLC ORD AZN	AZN	1,310,660	$248.8m0.45%	0.45%	New
45	CANADIAN NAT RES LTD COM CNQ	CNQ	5,852,509	$230.1m0.42%	0.42%	Added +730.3k	+730,300 14.3%
46	BROOKDALE SR LIVING INC COM BKD	BKD	14,453,030	$229.2m0.42%	0.42%	Added +1.6m	+1,641,026 12.8%
47	AMERICAN HEALTHCARE REIT INC COM SHS AHR	AHR	3,966,698	$206.3m0.37%	0.37%	Added +541.4k	+541,403 15.8%
48	TAPESTRY INC COM TPR	TPR	1,363,696	$199.9m0.36%	0.36%	Added +233.4k	+233,379 20.6%
49	TC ENERGY CORP COM TRP	TRP	2,759,365	$189.1m0.34%	0.34%	New
50	NATIONAL GRID PLC SPONSORED ADR NE NGG	NGG	2,191,417	$183.6m0.33%	0.33%	New
51	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	633,765	$165.5m0.30%	0.30%	Added +37.9k	+37,925 6.4%
52	CARPENTER TECHNOLOGY CORP COM CRS	CRS	249,050	$151.2m0.27%	0.27%	Reduced -229.3k	-229,264 -47.9%
53	LLOYDS BANKING GROUP PLC SPONSORED ADR LYG	LYG	26,155,105	$150.4m0.27%	0.27%	Reduced -393.1k	-393,129 -1.5%
54	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	2,329,421	$146.1m0.26%	0.26%	Reduced -33.4k	-33,397 -1.4%
55	SHARKNINJA INC COM SHS SN	SN	946,384	$138.5m0.25%	0.25%	Added +153.3k	+153,321 19.3%
56	TECHNIPFMC PLC COM FTI	FTI	2,002,988	$130.7m0.24%	0.24%	New
57	CELESTICA INC COM CLS	CLS	332,862	$114.3m0.21%	0.21%	Added +68.0k	+68,025 25.7%
58	ACM RESH INC COM CL A ACMR	ACMR	917,651	$109.1m0.20%	0.20%	Reduced -943.2k	-943,223 -50.7%
59	CREDICORP LTD COM BAP	BAP	278,043	$107.0m0.19%	0.19%	Added +15.1k	+15,075 5.7%
60	COMPANHIA DE SANEAMENTO BASI SPONSORED ADR SBS	SBS	15,916,320	$92.5m0.17%	0.17%	Added +4.9m	+4,921,385 44.8%
61	SONY GROUP CORP SPONSORED ADR SONY	SONY	4,329,142	$88.4m0.16%	0.16%	Added +2.4m	+2,379,550 122.0%
62	COMPASS INC CL A COMP	COMP	7,287,246	$87.4m0.16%	0.16%	Added +1.3m	+1,272,873 21.2%
63	CEMEX SAB DE CV SPON ADR NEW CX	CX	6,765,283	$82.1m0.15%	0.15%	Added +1.0m	+1,023,517 17.8%
64	ISHARES TR MSCI ACWI ETF ACWI	ACWI	438,825	$68.4m0.12%	0.12%	Added +368.4k	+368,363 522.8%
65	BROOKFIELD CORP CL A LTD VT SH BN	BN	1,573,553	$66.3m0.12%	0.12%	Added +469.7k	+469,736 42.6%
66	BAIDU INC SPON ADR REP A BIDU	BIDU	585,072	$65.6m0.12%	0.12%	Added +130.8k	+130,777 28.8%
67	SCHLUMBERGER LTD COM STK SLB	SLB	1,353,584	$62.8m0.11%	0.11%	Added +410.7k	+410,720 43.6%
68	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	656,410	$57.4m0.10%	0.10%	Added +85.0k	+84,998 14.9%
69	NOVO-NORDISK A S ADR NVO	NVO	1,181,027	$57.1m0.10%	0.10%	Added +370.0k	+370,030 45.6%
70	BUNGE GLOBAL SA COM SHS BG	BG	481,775	$52.6m0.10%	0.10%	Added +155.6k	+155,559 47.7%
71	CAMECO CORP COM CCJ	CCJ	488,931	$50.6m0.09%	0.09%	Added +145.3k	+145,275 42.3%
72	COUPANG INC CL A CPNG	CPNG	2,604,060	$45.8m0.08%	0.08%	Added +665.9k	+665,859 34.4%
73	CHUBB LIMITED COM CB	CB	133,255	$45.7m0.08%	0.08%	Added +40.2k	+40,245 43.3%
74	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	800,000	$41.4m0.08%	0.08%	New
75	KB FINL GROUP INC SPONSORED ADR KB	KB	396,115	$40.1m0.07%	0.07%	Added +144.9k	+144,918 57.7%
76	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	350,234	$33.5m0.06%	0.06%	Added +100.5k	+100,498 40.2%
77	EVERCORE INC CLASS A EVR	EVR	99,887	$33.4m0.06%	0.06%	Reduced -261	-261 -0.3%
78	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	99,840	$33.4m0.06%	0.06%	Reduced -29.3k	-29,262 -22.7%
79	GDS HLDGS LTD SPONSORED ADS GDS	GDS	1,111,344	$32.6m0.06%	0.06%	Reduced -622.6k	-622,593 -35.9%
80	AAON INC COM PAR $0.004 AAON	AAON	255,888	$32.2m0.06%	0.06%	Added +102	+102 0.0%
81	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	395,381	$30.3m0.05%	0.05%	Added +53.6k	+53,566 15.7%
82	NOVANTA INC COM NOVT	NOVT	185,240	$29.2m0.05%	0.05%	Reduced -1.6k	-1,592 -0.8%
83	ADVANCED ENERGY INDS COM AEIS	AEIS	82,512	$28.7m0.05%	0.05%	Reduced -16.2k	-16,180 -16.4%
84	KANZHUN LIMITED SPONSORED ADS BZ	BZ	2,171,475	$28.2m0.05%	0.05%	Added +641.6k	+641,634 41.9%
85	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	4,374,308	$27.7m0.05%	0.05%	Added +1.5m	+1,456,871 49.9%
86	TEXAS ROADHOUSE INC COM TXRH	TXRH	136,902	$26.5m0.05%	0.05%	Added +515	+515 0.4%
87	WISE GROUP PLC ORD SHS CLASS A WSE	WSE	2,192,259	$26.5m0.05%	0.05%	New
88	SAIA INC COM SAIA	SAIA	61,010	$26.0m0.05%	0.05%	Reduced -556	-556 -0.9%
89	UMB FINL CORP COM UMBF	UMBF	182,176	$25.9m0.05%	0.05%	Added +3.7k	+3,712 2.1%
90	GUARDANT HEALTH INC COM GH	GH	167,010	$25.7m0.05%	0.05%	Reduced -2.7k	-2,721 -1.6%
91	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	165,114	$25.5m0.05%	0.05%	Added +51.2k	+51,177 44.9%
92	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	448,666	$24.7m0.04%	0.04%	Reduced -176.4k	-176,412 -28.2%
93	HALEON PLC SPON ADS HLN	HLN	2,623,246	$24.5m0.04%	0.04%	Added +898.2k	+898,187 52.1%
94	MERCURY SYS INC COM MRCY	MRCY	219,320	$24.2m0.04%	0.04%	Reduced -4	-4 0.0%
95	REGAL REXNORD CORPORATION COM RRX	RRX	109,690	$24.1m0.04%	0.04%	Reduced -487	-487 -0.4%
96	DUCOMMUN INC DEL COM DCO	DCO	130,272	$24.0m0.04%	0.04%	Added +8.5k	+8,503 7.0%
97	EASTGROUP PPTYS INC COM EGP	EGP	112,762	$23.3m0.04%	0.04%	Reduced -354	-354 -0.3%
98	CHEFS WHSE INC COM CHEF	CHEF	235,895	$22.5m0.04%	0.04%	Reduced -99.6k	-99,583 -29.7%
99	DONALDSON INC COM DCI	DCI	252,585	$22.3m0.04%	0.04%	Added +59.8k	+59,763 31.0%
100	PAYPAY CORP SPONSORED ADS PAYP	PAYP	1,528,475	$22.3m0.04%	0.04%	Added +355.3k	+355,292 30.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SAP SE SAP	SAP	833,584	$140.3m833.6k shares
ISHARES TR INDA	INDA	412,317	$18.7m412.3k shares
TOPBUILD CORP BLD	BLD	52,843	$17.7m52.8k shares
SPROTT INC SII	SII	127,000	$17.1m127.0k shares
PRIMORIS SVCS CORP PRIM	PRIM	124,224	$16.7m124.2k shares
HEALTHEQUITY INC HQY	HQY	193,371	$15.8m193.4k shares
RH RH	RH	96,298	$12.7m96.3k shares
VERRA MOBILITY CORP VRRM	VRRM	852,663	$12.1m852.7k shares
YETI HLDGS INC YETI	YETI	255,906	$9.1m255.9k shares
INTERPARFUMS INC IPAR	IPAR	97,039	$8.8m97.0k shares
ICF INTL INC ICFI	ICFI	111,415	$7.3m111.4k shares
INSIGHT ENTERPRISES INC NSIT	NSIT	95,071	$6.1m95.1k shares
CSW INDUSTRIALS INC CSW	CSW	21,968	$5.7m22.0k shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	63,705	$5.6m63.7k shares
CBIZ INC CBZ	CBZ	183,268	$5.0m183.3k shares
GRACO INC GGG	GGG	19,798	$1.6m19.8k shares
FTAI AVIATION LTD FTAI	FTAI	7,097	$1.6m7.1k shares
NATERA INC NTRA	NTRA	6,633	$1.2m6.6k shares
PTC INC PTC	PTC	8,210	$1.1m8.2k shares
MARKEL GROUP INC MKL	MKL	322	$607.4k322 shares
IDEX CORP IEX	IEX	2,789	$511.8k2.8k shares
CDW CORP CDW	CDW	3,460	$410.0k3.5k shares
ISHARES INC EWY	EWY	24,744	$404.1k24.7k shares
CBRE GROUP INC CBRE	CBRE	2,821	$375.6k2.8k shares
FUTU HLDGS LTD FUTU	FUTU	2,816	$369.9k2.8k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
SEA LTD SE · 13G · filed 2026-04-06	SE	6.2%	new	13G	2026-04-06
BROOKDALE SR LIVING INC BKD · 13G · filed 2026-04-06	BKD	5.4%≈ $206.1m	new	13G	2026-04-06