WCM FOCUSED INTERNATIONAL GROW WCMIX
EQUITY MUTUAL FU · Open-End Fund · CUSIP 461418444
9
institutional holders
+0 vs Q1 2026
1.3m
shares reported held*
$37.4mreported value*
1 new
2 added
2 reduced
0 sold out
net bought ≈ $2.7m (+93.7k 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 ≈ $28.79.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 6 |
| Q4 2022 | 6 |
| Q1 2023 | 4 |
| Q2 2023 | 4 |
| Q3 2023 | 4 |
| Q4 2023 | 7 |
| Q1 2024 | 4 |
| Q2 2024 | 5 |
| Q3 2024 | 6 |
| Q4 2024 | 4 |
| Q1 2025 | 6 |
| Q2 2025 | 6 |
| Q3 2025 | 5 |
| Q4 2025 | 7 |
| Q1 2026 | 9 |
| Q2 2026 | 9 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 2 | 4 |
| Q4 2024 | 1 | 5 |
| Q1 2025 | 4 | 1 |
| Q2 2025 | 2 | 5 |
| Q3 2025 | 1 | 2 |
| Q4 2025 | 4 | 0 |
| Q1 2026 | 4 | 3 |
| Q2 2026 | 3 | 2 |
Biggest buyers
| Fulton Bank, N.A. | Added | +100.6k |
| Wealthspire Advisors, LLC | New | +8.9k |
| Williams Jones Wealth Management, LLC. | Added | +4.0k |
Biggest sellers
| FIRST MERCHANTS CORP | Reduced | -15.9k |
| Dempze Nancy E | Reduced | -3.9k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FIRST MERCHANTS CORP 0.62% of their portfolio | 610.1k $17.6m | Reduced -15.9k |
| Fulton Bank, N.A. 0.53% of their portfolio | 602.3k $17.3m | Added +100.6k |
| Williams Jones Wealth Management, LLC. 0.01% of their portfolio | 22.5k $647.7k | Added +4.0k |
| Dempze Nancy E 0.25% of their portfolio | 18.2k $524.0k | Reduced -3.9k |
| Hemenway Trust Co LLC 0.02% of their portfolio | 11.8k $340.4k | Unchanged |
| GREAT LAKES ADVISORS, LLC 0.00% of their portfolio | 10.6k $304.4k | Unchanged |
| Notis-McConarty Edward 0.12% of their portfolio | 9.8k $280.7k | Unchanged |
| Wealthspire Advisors, LLC 0.00% of their portfolio | 8.9k $255.2k | New |
| McMillan Office, Inc. 0.02% of their portfolio | 4.6k $132.8k | Unchanged |