WCM Focused Intl Growth-InstWCMIX

13F holders, Q2 2024 (June 30)
5holders +1
2new positions
1sold out
$25.10avg. 13F price*

At the end of Q2 2024, 5 institutions reported holding WCM Focused Intl Growth-Inst (WCMIX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($17.5M), Fulton Bank, N.A. ($4.7M) and Dempze Nancy E ($676K).

Company
WCM Focused Intl Growth-Inst
CUSIP
461418444
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 4Q1 2024Q2 2024: 5Q2 2024Q3 2024: 6Q3 2024Q4 2024: 4Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q3 2025: 5Q3 2025Q4 2025: 7Q4 2025Q1 2026: 9Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$17.9M
Exits1$207K

All 13F filers, Q1 2024 → Q2 2024: 714,568 shares bought and 20,106 shares sold, net +694,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

First Merchants Corp. 0.71% New 698,659 $17.5M
Fulton Bank, N.A. 0.19% Add +0.9% 186,435 $4.7M
Dempze Nancy E 0.46% Reduce -25.0% 26,923 $676K
ORG Partners LLC 0.04% New 14,258 $357K
Notis-McConarty Edward 0.14% Reduce -17.9% 13,734 $345K

"% of holder's portfolio" is WCMIX's weight in each manager's 13F, not the share of WCM Focused Intl Growth-Inst the manager owns.