WCMIX
WCM Focused International Growth Instl
1W: -1.3%
1M: -1.9%
3M: -4.7%
YTD: +8.9%
1Y: +4.9%
3Y: +43.2%
5Y: -0.1%
$27.60
+0.11 (+0.40%)
Weekly Expected Move ±1.8%
$26
$27
$27
$28
$28
Institutional Ownership — WCMIX
9
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
1
New Positions
2
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 610,123 | $17M | -15,915 | -2.5% | 9Q | SEC ↗ |
| 2 | Fulton Bank, N.A. | 602,323 | $17M | +100,620 | +20.1% | 25Q | SEC ↗ |
| 3 | Williams Jones Wealth Management, LLC. | 22,496 | $621K | +4,041 | +21.9% | 2Q | SEC ↗ |
| 4 | Dempze Nancy E | 18,201 | $502K | -3,899 | -17.6% | 20Q | SEC ↗ |
| 5 | Hemenway Trust Co LLC | 11,822 | $326K | — | +0.0% | 2Q | SEC ↗ |
| 6 | GREAT LAKES ADVISORS, LLC | 10,572 | $292K | — | +0.0% | 6Q | SEC ↗ |
| 7 | Notis-McConarty Edward | 9,750 | $269K | — | +0.0% | 21Q | SEC ↗ |
| 8 | Wealthspire Advisors, LLC NEW | 8,864 | $245K | — | +0.0% | 1Q | SEC ↗ |
| 9 | McMillan Office, Inc. | 4,614 | $127K | — | +0.0% | 3Q | SEC ↗ |
| 10 | McIlrath & Eck, LLC NEW | 1,833 | $51K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 8,864 | $245K |
| McIlrath & Eck, LLC | 1,833 | $51K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | +100,620 | +20.1% | 602,323 |
| Williams Jones Wealth Management, L | +4,041 | +21.9% | 22,496 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -15,915 | -2.5% | 610,123 |
| Dempze Nancy E | -3,899 | -17.6% | 18,201 |