WCM Smid Quality Value-InstWCMFX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$13.20avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding WCM Smid Quality Value-Inst (WCMFX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Equitable Trust Co. ($48.4M).
- Company
- WCM Smid Quality Value-Inst
- CUSIP
- 46143U401
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 62,498 shares bought, net +62,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Equitable Trust Co. | 3.33% | Add +1.7% | 3,669,118 | $48.4M |
"% 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.