Vault-13

WCM FOCUSED INTERNATIONAL GROW WCMIX

EQUITY MUTUAL FU · Open-End Fund · CUSIP 461418444

5 institutional holders +1 vs Q1 2024
940,009940.0k shares reported held*
$23.6mreported value*
2 new 1 added 2 reduced 1 sold out net bought ≈ $17.4m (+694.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.10.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 6Q4 22: 6Q1 23: 4Q2 23: 4Q3 23: 4Q4 23: 7Q1 24: 4Q2 24: 55Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20226
Q4 20226
Q1 20234
Q2 20234
Q3 20234
Q4 20237
Q1 20244
Q2 20245

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 1 bought or addedQ4 22: 3 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 2 cut or sold outQ2 23: 0 bought or addedQ2 23: 2 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 2 cut or sold outQ4 23: 2 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 1 bought or addedQ1 24: 4 cut or sold outQ2 24: 3 bought or addedQ2 24: 3 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202213
Q1 202302
Q2 202302
Q3 202322
Q4 202323
Q1 202414
Q2 202433

Biggest buyers

FIRST MERCHANTS CORP New +698,659+698.7k
ORG Partners LLC New +14,258+14.3k
Fulton Bank, N.A. Added +1,651+1.7k

Biggest sellers

Dempze Nancy E Reduced -8,959-9.0k
ZEVIN ASSET MANAGEMENT LLC Sold out -8,147-8.1k
Notis-McConarty Edward Reduced -3,000-3.0k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST MERCHANTS CORP 0.71% of their portfolio Muncie, IN 698,659698.7k $17.5m $17.5m 0.71% New
2 Fulton Bank, N.A. 0.19% of their portfolio Lancaster, PA 186,435186.4k $4.7m $4.7m 0.19% Added +1.7k +1,651
3 Dempze Nancy E 0.46% of their portfolio BOSTON, MA 26,92326.9k $675.8k $675.8k 0.46% Reduced -9.0k -8,959
4 ORG Partners LLC 0.04% of their portfolio ROANOKE, IN 14,25814.3k $356.6k $356.6k 0.04% New
5 Notis-McConarty Edward 0.14% of their portfolio BOSTON, MA 13,73413.7k $344.7k $344.7k 0.14% Reduced -3.0k -3,000