WCM Smid Quality Value-InstWCMFX

13F holders, Q1 2024 (March 31)
1holders
$13.62avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding WCM Smid Quality Value-Inst (WCMFX) in their 13F filings. The largest holder was Equitable Trust Co. ($49.1M).

Company
WCM Smid Quality Value-Inst
CUSIP
46143U401
Latest filing quarter
Q3 2024

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Equitable Trust Co. 3.41% Add +5.4% 3,606,620 $49.1M

"% 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.