WCM INVESTMENT MANAGEMENT, LLC

Registered adviser

CIK

1061186

Location

LAGUNA BEACH, CA

Portfolio Value

Large $55,712,985,368

Diversification

Diversified

Reports for

First Trust Advisors LP

Filing Date

Global Rank

#176 / 8,818 ▲ 1

Top Industry

Computer Hardware 11.1%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 104702

Roster of Oct 1, 2026

Regulatory AUM

$96,772,599,352

Main clients

Diversified

Private funds

15 funds · Mixed

Focus by fund count, roster of Oct 1, 2026

$9,933,972,084 gross assets

Registered funds advised

10 series (0 index, 0 ETFs)

$21,322,016,344 net assets· N-CEN Dec 31, 2025

Private funds on Schedule D 7.B.(1)

As filed Mar 15, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$5,768,384,330 gross assets in 8 funds Other private funds $5,583,300,911 (5) Hedge funds $159,409,504 (1) Private equity funds $25,673,915 (2)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$96,772,599,352	Diversified
Apr 2025 to Mar 2026	$74,688,235,740	Diversified
Apr 2024 to Mar 2025	$66,610,357,250	Diversified
May 2023 to Mar 2024	$60,537,932,174	Diversified
Apr 2023	$60,537,932,174	Diversified
Apr 2022 to Mar 2023	$93,301,352,169	Diversified

3 earlier changes not shown.

Stated strategy

Fundamental active, Quantitative / systematic, Value, Growth, Private markets Form ADV Part 2A, Aug 31, 2026 · original

In the firm's words

Fundamental active: WCM employs a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people.
Quantitative / systematic: We use a variety of qualitative and quantitative tools to make these determinations, including modeling our growth expectations versus the market consensus over a 7-year period.
Value: We seek to own businesses whose future, long-term growth, earnings, and cash flows are not reflected in the stocks’ current price.
Growth: We seek to own high-quality growth businesses that can expand their moats and compound shareholder return for many years.
Private markets: Seeks global, quality high growth businesses in private equity markets with strengthening competitive advantages (“economic moats”), supported by moat-aligned corporate cultures and durable global tailwinds.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.1%, 29.9 effective positions, active share 84.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

36.1% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 12.1 quarters (12+), a floor since 19.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 84.3%; sector active share 16.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

266 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.2%

+2.3 pts

Top 5

31.6%

+5.8 pts

Top 10

46.1%

+3.3 pts

HHI

335

Diversified+46

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.3%	$17,454,395,556	58
Financial Services	14.0%	$7,818,501,737	34
Healthcare	12.8%	$7,128,743,402	46
Consumer Cyclical	9.7%	$5,379,678,860	22
Industrials	9.4%	$5,244,433,473	57
Communication Services	9.4%	$5,215,434,517	10
Basic Materials	4.5%	$2,527,287,291	7
Consumer Defensive	3.8%	$2,103,393,159	5
Real Estate	3.2%	$1,781,747,177	10
Energy	1.3%	$705,199,298	11
Utilities	0.5%	$273,599,054	2
Unclassified	0.1%	$80,571,844	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+13,717,333	15,916,320	$91,996,328
SONY	Sony Group Corp	+2,379,550	4,329,142	$86,842,587
META	Meta Platforms, Inc.	+1,799,598	1,821,072	$1,025,791,646
BKD	Brookdale Senior Living Inc.	+1,641,026	14,453,030	$232,549,252
NU	Nu Holdings Ltd.	+1,609,207	74,446,402	$994,603,929
GENI	Genius Sports Ltd	+1,456,871	4,374,308	$26,508,305
COMP	Compass, Inc.	+1,272,873	7,287,246	$89,851,743
GRAB	Grab Holdings Ltd	+1,142,817	2,165,063	$8,162,287
CX	Cemex Sab De CV	+1,023,517	6,765,283	$81,183,396
STX	Seagate Technology Holdings plc	+973,611	5,320,463	$5,134,246,795
GOOGL	Alphabet Inc.	+943,401	947,287	$338,531,955
HLN	Haleon plc	+898,187	2,623,246	$24,474,884
CNQ	CANADIAN NATURAL RESOURCES Ltd	+730,300	5,852,509	$231,174,105
CPNG	Coupang, Inc.	+665,859	2,604,060	$45,232,521
BZ	Kanzhun Ltd	+641,634	2,171,475	$27,946,882
AHR	American Healthcare REIT, Inc.	+541,403	3,966,698	$206,863,300
TEVA	Teva Pharmaceutical Industries Ltd	+494,632	41,315,232	$1,399,760,059
BN	BROOKFIELD Corp	+469,736	1,573,553	$67,017,621
NVS	Novartis AG	+441,169	1,904,349	$298,449,575
SPOT	Spotify Technology S.A.	+425,400	2,840,477	$1,304,148,205
SLB	Slb Limited	+410,720	1,353,584	$62,928,120
NVO	Novo Nordisk A S	+370,030	1,181,027	$56,618,434
ACWI	iShares MSCI ACWI ETF	+368,363	438,825	$68,882,360
PAYP	PayPay Corp	+355,292	1,528,475	$21,903,046
UBS	UBS Group AG	+300,258	6,150,458	$304,816,697
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTR	Inter & Co, Inc.	−10,354,570	85,059	$461,870
SHOP	Shopify Inc.	−6,675,474	7,049	$804,854
WDC	Western Digital Corp	−4,929,689	1,632,121	$1,042,468,325
GDDY	GoDaddy Inc.	−3,311,678	2,778	$235,796
GLW	Corning Inc	−2,174,143	5,932,726	$1,515,396,202
APP	AppLovin Corp	−1,292,272	3,709,328	$1,911,157,064
HLMN	Hillman Solutions Corp.	−1,240,337	142,589	$1,203,451
ACMR	ACM Research, Inc.	−943,223	917,651	$116,440,734
CP	Canadian Pacific Kansas City Ltd	−802,508	15,281,812	$1,324,169,009
IBN	Icici Bank Ltd	−735,772	51,506,124	$1,495,222,779
CCC	CCC Intelligent Solutions Holdings Inc.	−718,014	135,782	$700,635
CWK	Cushman & Wakefield Ltd.	−717,307	82,525	$1,105,009
GE	General Electric Co	−668,953	1,620,961	$605,801,753
ACGL	Arch Capital Group Ltd.	−628,838	11,973,574	$1,162,155,092
GDS	GDS Holdings Ltd	−622,593	1,111,344	$33,373,660
HAYW	Hayward Holdings, Inc.	−571,931	129,931	$2,249,105
ESI	Element Solutions Inc	−507,994	89,024	$4,250,896
PM	Philip Morris International Inc.	−479,001	10,304,779	$1,864,237,568
MDA	MDA Space Ltd.	−468,455	193,265	$7,977,979
MDT	Medtronic plc	−439,700	10,826,014	$846,919,075
LYG	Lloyds Banking Group plc	−393,129	26,155,105	$152,484,262
PNTG	Pennant Group, Inc.	−293,322	34,605	$1,278,654
CRS	Carpenter Technology Corp	−229,264	249,050	$153,624,002
AXGN	Axogen, Inc.	−222,431	337,099	$15,570,602
CDRE	Cadre Holdings, Inc.	−212,639	24,519	$699,036
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VTR	Ventas, Inc.	7,824,883	$694,849,610
GOOG	Alphabet Inc.	952,310	$336,479,692
AZN	Astrazeneca PLC	1,310,660	$248,527,349
TRP	Tc Energy Corp	2,759,365	$182,918,305
NGG	National Grid PLC	2,191,417	$181,602,726
FTI	TechnipFMC plc	2,002,988	$132,798,104
DPC	DPC Holdings PLC	800,000	$39,248,000
WSE	Wise Group plc	2,192,259	$26,109,803
SITM	SITIME Corp	27,207	$20,284,450
AADX	Applied Aerospace & Defense, Inc.	800,000	$18,224,000
KGS	Kodiak Gas Services, Inc.	225,048	$16,907,856
SNX	Td Synnex Corp	56,298	$15,050,707
SRAD	Sportradar Group AG	955,994	$14,311,230
STM	STMicroelectronics N.V.	152,034	$11,385,826
AWI	Armstrong World Industries Inc	69,059	$11,078,444
MIR	Mirion Technologies, Inc.	591,279	$10,601,632
MOG-A	Moog Inc.	24,691	$10,465,033
IONQ	IonQ, Inc.	191,814	$10,216,013
MXL	Maxlinear, Inc	78,031	$9,990,308
PRAX	Praxis Precision Medicines, Inc.	24,739	$8,282,369
ONON	On Holding AG	232,341	$8,229,518
DOCN	DigitalOcean Holdings, Inc.	42,872	$6,732,190
KRYS	Krystal Biotech, Inc.	15,753	$5,854,917
AAOI	Applied Optoelectronics, Inc.	21,740	$3,220,998
MTSI	MACOM Technology Solutions Holdings, Inc.	7,078	$2,692,258
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SAP	Sap SE	833,584	$142,717,916
INDA	iShares MSCI India ETF	412,317	$19,312,928
SII	Sprott Inc.	127,000	$18,148,300
PRIM	Primoris Services Corp	124,224	$17,769,000
—		52,843	$17,723,014
HQY	Healthequity, Inc.	193,371	$16,160,014
RH	Rh	96,298	$13,464,386
VRRM	VERRA MOBILITY Corp	852,663	$12,184,554
YETI	YETI Holdings, Inc.	255,906	$9,363,600
IPAR	Interparfums Inc	97,039	$8,815,022
ICFI	ICF International, Inc.	111,415	$7,274,285
NSIT	Insight Enterprises Inc	95,071	$6,370,707
CRDO	Credo Technology Group Holding Ltd	63,705	$5,979,988
CSW	Csw Industrials, Inc.	21,968	$5,724,421
CBZ	CBIZ, Inc.	183,268	$4,920,745
FTAI	FTAI Aviation Ltd.	7,097	$1,738,765
GGG	Graco Inc	19,798	$1,675,900
NTRA	Natera, Inc.	6,633	$1,326,533
PTC	Ptc Inc.	8,210	$1,169,842
MKL	Markel Group Inc.	322	$616,330
IEX	Idex Corp	2,789	$528,654
CDW	CDW Corp	3,460	$418,729
FUTU	Futu Holdings Ltd	2,816	$385,116
CBRE	Cbre Group, Inc.	2,821	$382,132
CSL	Carlisle Companies Inc	1,074	$358,307
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

266 tracked positions · $55,712,985,368 total · filing declares 313 positions · $55,159,073,519 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 266 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
STX	Seagate Technology Holdings plc Technology	Added	5,320,463	+973,611	$5,134,246,795	+201.5%	4	$279.04	9.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	9,261,509	-66,083	$4,423,018,852	+40.3%	26+	before history	7.94%
SE	Sea Ltd Consumer Cyclical	Added	33,881,192	+134,717	$3,246,834,629	+16.2%	9	$84.84	5.83%
ASML	Asml Holding NV Technology	Reduced	1,449,003	-74,793	$2,882,704,383	+43.2%	26+	before history	5.17%
APP	AppLovin Corp Communication Services	Reduced	3,709,328	-1,292,272	$1,911,157,064	−4.0%	10	$83.16	3.43%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,304,779	-479,001	$1,864,237,568	+4.6%	7	$171.56	3.35%
LIN	Linde PLC Basic Materials	Reduced	3,191,132	-43,852	$1,656,006,040	+3.3%	14	$338.33	2.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,437,619	+270,963	$1,534,342,112	+19.5%	26+	before history	2.75%
GLW	Corning Inc Technology	Reduced	5,932,726	-2,174,143	$1,515,396,202	+37.5%	4	$65.35	2.72%
IBN	Icici Bank Ltd Financial Services	Reduced	51,506,124	-735,772	$1,495,222,779	+10.5%	21	$22.19	2.68%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	41,315,232	+494,632	$1,399,760,059	+13.8%	8	$29.59	2.51%
CP	Canadian Pacific Kansas City Ltd Industrials	Reduced	15,281,812	-802,508	$1,324,169,009	+4.7%	13	$79.02	2.38%
SPOT	Spotify Technology S.A. Communication Services	Added	2,840,477	+425,400	$1,304,148,205	+11.4%	9	$331.56	2.34%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	11,973,574	-628,838	$1,162,155,092	−3.9%	14	$68.13	2.09%
ILMN	Illumina, Inc. Healthcare	Added	6,206,701	+283,528	$1,091,324,236	+49.5%	26+	before history	1.96%
WDC	Western Digital Corp Technology	Reduced	1,632,121	-4,929,689	$1,042,468,325	−41.3%	4	$81.72	1.87%
META	Meta Platforms, Inc. Communication Services	Added	1,821,072	+1,799,598	$1,025,791,646	+8249.3%	9	$610.34	1.84%
NU	Nu Holdings Ltd. Financial Services	Added	74,446,402	+1,609,207	$994,603,929	−5.0%	11	$10.16	1.79%
FERG	Ferguson Enterprises Inc. Industrials	Reduced	4,182,592	-165,825	$992,654,559	−2.1%	3	$238.91	1.78%
CAH	Cardinal Health Inc Healthcare	Added	4,112,461	+105,825	$976,956,235	+15.4%	3	$188.70	1.75%
NVDA	Nvidia Corp Technology	Added	4,767,428	+98,334	$953,914,668	+17.1%	13	$47.34	1.71%
MDT	Medtronic plc Healthcare	Reduced	10,826,014	-439,700	$846,919,075	−13.2%	2	$95.80	1.52%
WELL	Welltower Inc. Real Estate	Added	3,346,803	+89,820	$759,623,876	+18.0%	5	$185.87	1.36%
CTVA	Corteva, Inc. Basic Materials	Added	8,939,948	+227,330	$757,124,196	+3.8%	16	$61.29	1.36%
MSFT	Microsoft Corp Technology	Added	1,975,459	+51,137	$736,885,716	+3.4%	18	$307.21	1.32%
V	Visa Inc. Financial Services	Added	2,122,570	+57,715	$728,232,541	+16.7%	26+	before history	1.31%
MCK	Mckesson Corp Healthcare	Added	957,886	+25,765	$723,778,661	−10.3%	16	$370.92	1.30%
VTR	Ventas, Inc. Real Estate	NEW	7,824,883	NEW	$694,849,610	NEW	1	$85.23	1.25%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	3,683,725	+102,189	$693,792,766	+16.6%	2	$178.84	1.25%
RGA	Reinsurance Group Of America Inc Financial Services	Added	3,007,065	+176,445	$639,452,371	+10.7%	9	$209.93	1.15%
WCN	Waste Connections, Inc. Industrials	Reduced	3,794,258	-81,138	$632,464,866	+0.5%	17	$136.19	1.14%
AON	Aon plc Financial Services	Reduced	1,875,859	-76,520	$622,203,671	−1.3%	24	$222.01	1.12%
GE	General Electric Co Industrials	Reduced	1,620,961	-668,953	$605,801,753	−6.8%	11	$125.50	1.09%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	1,152,094	+30,753	$572,279,652	+14.3%	7	$462.86	1.03%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	2,425,562	+63,049	$556,836,268	+8.8%	16	$188.27	1.00%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	1,810,058	+75,663	$509,857,137	−2.3%	17	$214.53	0.92%
GOOGL	Alphabet Inc. Communication Services	Added	947,287	+943,401	$338,531,955	+30194.8%	4	$359.67	0.61%
GOOG	Alphabet Inc. Communication Services	NEW	952,310	NEW	$336,479,692	NEW	1	$357.39	0.60%
UBS	UBS Group AG Financial Services	Added	6,150,458	+300,258	$304,816,697	+33.4%	13	$29.37	0.55%
NVS	Novartis AG Healthcare	Added	1,904,349	+441,169	$298,449,575	+33.5%	2	$152.51	0.54%
MDLN	Medline Inc. Healthcare	Added	7,397,650	+178,919	$291,763,316	−9.2%	3	unpriced	0.52%
FIX	Comfort Systems USA Inc Industrials	Added	144,923	+28,225	$287,230,139	+78.5%	9	$897.95	0.52%
HOOD	Robinhood Markets, Inc. Financial Services	Added	2,784,462	+75,886	$279,225,849	+48.8%	6	$59.55	0.50%
AZN	Astrazeneca PLC Healthcare	NEW	1,310,660	NEW	$248,527,349	NEW	1	$188.09	0.45%
BKD	Brookdale Senior Living Inc. Healthcare	Added	14,453,030	+1,641,026	$232,549,252	+32.7%	2	$13.96	0.42%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	5,852,509	+730,300	$231,174,105	−7.4%	16	unpriced	0.41%
AHR	American Healthcare REIT, Inc. Real Estate	Added	3,966,698	+541,403	$206,863,300	+28.1%	3	$46.76	0.37%
TPR	Tapestry, Inc. Consumer Cyclical	Added	1,363,696	+233,379	$199,617,819	+25.2%	6	$105.44	0.36%
TRP	Tc Energy Corp Energy	NEW	2,759,365	NEW	$182,918,305	NEW	1	$66.12	0.33%
NGG	National Grid PLC Utilities	NEW	2,191,417	NEW	$181,602,726	NEW	1	$85.02	0.33%

Showing the top 50 of 266 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.