WCM Smid Quality Value-InstWCMFX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$14.15avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding WCM Smid Quality Value-Inst (WCMFX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Equitable Trust Co. ($52.1M).
- Company
- WCM Smid Quality Value-Inst
- CUSIP
- 46143U401
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 9,351 shares bought, net +9,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Equitable Trust Co. | 3.34% | Add +0.3% | 3,678,469 | $52.1M |
"% of holder's portfolio" is WCMFX's weight in each manager's 13F, not the share of WCM Smid Quality Value-Inst the manager owns.