WCM Focused Intl Growth-InstWCMIX

13F holders, Q3 2024 (September 30)
6holders +1
2new positions
1sold out
$26.28avg. 13F price*

At the end of Q3 2024, 6 institutions reported holding WCM Focused Intl Growth-Inst (WCMIX) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($18.2M), Fulton Bank, N.A. ($4.9M) and Dempze Nancy E ($701K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$71K
Exits1$357K

All 13F filers, Q2 2024 → Q3 2024: 2,684 shares bought and 19,512 shares sold, net −16,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

First Merchants Corp. 0.70% Reduce -0.7% 694,109 $18.2M
Fulton Bank, N.A. 0.19% Reduce -0.1% 186,231 $4.9M
Dempze Nancy E 0.39% Reduce -1.9% 26,423 $701K
Notis-McConarty Edward 0.16% No change 13,734 $364K
Eagle Bay Advisors LLC 0.03% New 2,548 $67K
Bull Oak Capital, LLC 0.00% New 136 $4K

"% 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.