Wcm-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  "SE",
  "RGEN",
  "SPSC",
  "INSM",
  "TREX",
  "HOOD",
  "RVMD",
  "AZEK",
  "VRNS",
  "GRAB",
  "INSP",
  "CDRE",
  "SMTC",
  "RDNT",
  "NOVT",
  "RRX",
  "POOL",
  "TROW",
  "FTAI",
  "STRL",
  "ENTG",
  "OLLI",
  "ALSN",
  "NSIT",
  "BABA",
  "JLL",
  "FRPT",
  "BOOT",
  null,
  "APG",
  "AMWD",
  "TEAM",
  "ASML",
  "PLUS",
  null,
  "APP",
  "CLS",
  "BRO",
  "AIT",
  "KMX",
  "AGX",
  "CP.TO",
  "YMM",
  "BIDU",
  "ICFI",
  "IAC",
  "SBS",
  "CRS",
  "DT",
  "KWR",
  "POWL",
  "TTAN",
  "UNF",
  "SN",
  "IPAR",
  null,
  "VIK",
  "GD",
  "HD",
  "IBN",
  "AZN",
  "UNP",
  "ISRG",
  "CRMT",
  "FRSH",
  "HUBS",
  "INGR",
  "META",
  "MLNK",
  "MRCY",
  "SWK",
  "SGRY",
  "LIN",
  "ENSG",
  "MDT",
  "MSFT",
  "EVR",
  "FWRG",
  "GE",
  "HQY",
  "IDYA",
  "ICUI",
  "RHI",
  "HRL",
  "TEVA",
  "NU",
  "ILMN",
  "OMC",
  "ICLR",
  "EMN",
  "ANET",
  "PAYX",
  "PEP",
  "UNH",
  "AAPL",
  "HLN",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  "LPLA",
  "AMGN",
  "MAS",
  "DGX",
  "RELX",
  null,
  "SLB",
  "O",
  "SNA",
  "SAP",
  "TPR",
  "TXN",
  "TXRH",
  "TYL",
  "UBS",
  "UL",
  "UPS",
  "ADUS",
  "ATRC",
  "ASH",
  "SITE",
  "VRTS",
  "EWBC",
  "AS",
  "EME",
  "FIVN",
  null,
  "TTE",
  "GKOS",
  "GDDY",
  "GGG",
  "TSM",
  "LRN",
  "ETR",
  "BN.TO",
  "VRTX",
  null,
  "TT",
  "GRBK",
  "RLI",
  "SAIA",
  "SRPT",
  "LECO",
  "MKSI",
  "RH",
  "PRI",
  "PEN",
  "MSM",
  "AON",
  "ACGL",
  "AXON",
  "SONY",
  "NTRA",
  "WSO",
  "DEO",
  "AJG",
  "WCN",
  null,
  "VLRS",
  "DORM",
  "HUYA",
  "PAC",
  "IBP",
  "BZ",
  "LANC",
  "LSTR",
  "IEX",
  "RACE",
  "NVO",
  "AMZN",
  "TTWO",
  "PFG",
  "RMBS",
  "ACIW",
  "HII",
  "REXR",
  "AAON",
  "EGP",
  "PDD",
  "RGA",
  "VRRM",
  "V",
  "VIST",
  "WAL",
  "WTM",
  "WHR",
  "WIX",
  "WWW",
  "WH",
  null,
  "YETI",
  "ZBRA",
  "ESTC",
  "ESI",
  "POWI",
  "PTC",
  "HAYW",
  "CNQ",
  "BHVN",
  "KNX",
  "JKHY",
  "KVYO",
  "HLMN",
  "MOH",
  "MKL",
  "MNDY",
  "PFGC",
  "RARE",
  "PSX",
  "PLNT",
  "TCOM",
  "TDY",
  "IMVT",
  "SKWD",
  "SPOT",
  "LYB",
  "HALO",
  "LNTH",
  "GEV",
  "MELI",
  "MCK",
  "PCVX",
  "IRTC",
  null,
  "WNS",
  "STE",
  "AVNT",
  "BALL",
  "BKH",
  "BILL",
  "BMRN",
  "BAH",
  "BBIO",
  "CHRW",
  "CWST",
  "CSL",
  "CBRE",
  "CDW",
  "CHEF",
  "CHE",
  "CVX",
  "GTLS",
  "CB",
  "CHDN",
  "CSCO",
  "CLX",
  "KOF",
  "CME",
  "CGNX",
  "CMA",
  "FIX",
  "CMCSA",
  "CVLT",
  "COMM",
  "COST",
  "CTVA",
  "CPNG",
  "CRDO",
  "BAP",
  "CSWI",
  "CUBE",
  "CFR",
  "CWK",
  "CW",
  "DDOG",
  "DVN",
  "DCGO",
  "EFA",
  "TTEK",
  "NKE",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 278
Total Value: 38905997059
Accession Number: 0001062993-25-008104
Form Type: 13F-HR
CIK: wcm-investment-management
Manager Name: Wcm-Investment-Management

Data Enrichment

96% identified

268 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

278 positions • $38.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AtriCure, Inc.

ATRC|04963C209

Shares:193.4K

Value:$6.2M

% of Portfolio:0.0% ($6.2M/$38.9B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:72.3K

Value:$6.1M

% of Portfolio:0.0% ($6.1M/$38.9B)

CULLEN/FROST BANKERS, INC.

CFR|229899109

Shares:47.2K

Value:$5.9M

% of Portfolio:0.0% ($5.9M/$38.9B)

CME GROUP INC.

CME|12572Q105

Shares:22.0K

Value:$5.8M

% of Portfolio:0.0% ($5.8M/$38.9B)

BROWN & BROWN, INC.

BRO|115236101

Shares:45.5K

Value:$5.6M

% of Portfolio:0.0% ($5.6M/$38.9B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:121.1K

Value:$5.4M

% of Portfolio:0.0% ($5.4M/$38.9B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:86.0K

Value:$5.2M

% of Portfolio:0.0% ($5.2M/$38.9B)

Vaxcyte, Inc.

PCVX|92243G108

Shares:71.5K

Value:$5.0M

% of Portfolio:0.0% ($5.0M/$38.9B)

JONES LANG LASALLE INC

JLL|48020Q107

Shares:20.1K

Value:$4.9M

% of Portfolio:0.0% ($4.9M/$38.9B)

Amer Sports, Inc.

AS|G0260P102

Shares:185.5K

Value:$4.9M

% of Portfolio:0.0% ($4.9M/$38.9B)

Wix.com Ltd.

WIX|M98068105

Shares:28.8K

Value:$4.8M

% of Portfolio:0.0% ($4.8M/$38.9B)

Viking Holdings Ltd

VIK|G93A5A101

Shares:121.0K

Value:$4.8M

% of Portfolio:0.0% ($4.8M/$38.9B)

UNILEVER PLC

UL|904767704

Shares:78.6K

Value:$4.7M

% of Portfolio:0.0% ($4.7M/$38.9B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:26.3K

Value:$4.6M

% of Portfolio:0.0% ($4.6M/$38.9B)

Trane Technologies plc

TT|G8994E103

Shares:13.9K

Value:$4.6M

% of Portfolio:0.0% ($4.6M/$38.9B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:28.0K

Value:$4.6M

% of Portfolio:0.0% ($4.6M/$38.9B)

CHEVRON CORP

CVX|166764100

Shares:26.4K

Value:$4.4M

% of Portfolio:0.0% ($4.4M/$38.9B)

Haleon plc

HLN|405552100

Shares:422.5K

Value:$4.3M

% of Portfolio:0.0% ($4.3M/$38.9B)

EXXON MOBIL CORP

XOM|30231G102

Shares:36.7K

Value:$4.3M

% of Portfolio:0.0% ($4.3M/$38.9B)

BLACK HILLS CORP /SD/

BKH|092113109

Shares:70.4K

Value:$4.2M

% of Portfolio:0.0% ($4.2M/$38.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AtriCure, Inc.(ATRCcusip04963C209)	193.4K	QoQ +0.80% (+1.6K) YoY -13.23% (-29.5K)	All Managers (Combined)	$6.2M	0.0% ($6.2M/$38.9B)	QoQ +6.07% (+$352.4K) YoY -9.21% (-$624.5K)
ENTERGY CORP /DE/(ETRcusip29364G103)	72.3K	QoQ -5.16% (-3.9K) YoY +2769.78% (+69.8K)	All Managers (Combined)	$6.1M	0.0% ($6.1M/$38.9B)	QoQ +5.67% (-$327.7K) YoY +2192.18% (+$5.8M)
CULLEN/FROST BANKERS, INC.(CFRcusip229899109)	47.2K	QoQ -4.32% (-2.1K) YoY +1729.52% (+44.6K)	All Managers (Combined)	$5.9M	0.0% ($5.9M/$38.9B)	QoQ -11.61% (-$772.1K) YoY +1922.10% (+$5.6M)
CME GROUP INC.(CMEcusip12572Q105)	22.0K	QoQ -1.49% (-335) YoY NEW(+22.0K)	All Managers (Combined)	$5.8M	0.0% ($5.8M/$38.9B)	QoQ +11.55% (-$598.6K) YoY NEW(+$5.8M)
BROWN & BROWN, INC.(BROcusip115236101)	45.5K	QoQ -20.25% (-11.6K) YoY -25.00% (-15.2K)	All Managers (Combined)	$5.6M	0.0% ($5.6M/$38.9B)	QoQ -3.87% (-$225.5K) YoY +5.31% (-$282.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	121.1K	QoQ -3.22% (-4.0K) YoY +1605.64% (+114.0K)	All Managers (Combined)	$5.4M	0.0% ($5.4M/$38.9B)	QoQ +9.80% (-$485.6K) YoY +1726.38% (+$5.1M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	86.0K	QoQ -2.32% (-2.0K) YoY +1900.04% (+81.7K)	All Managers (Combined)	$5.2M	0.0% ($5.2M/$38.9B)	QoQ +0.43% (-$22.7K) YoY +2338.85% (+$5.0M)
Vaxcyte, Inc.(PCVXcusip92243G108)	71.5K	QoQ -0.85% (-617) YoY NEW(+71.5K)	All Managers (Combined)	$5.0M	0.0% ($5.0M/$38.9B)	QoQ -16.00% (-$946.2K) YoY NEW(+$5.0M)
JONES LANG LASALLE INC(JLLcusip48020Q107)	20.1K	QoQ +3.04% (+594) YoY -2.35% (-485)	All Managers (Combined)	$4.9M	0.0% ($4.9M/$38.9B)	QoQ +0.48% (+$23.7K) YoY +23.07% (-$925.9K)
Amer Sports, Inc.(AScusipG0260P102)	185.5K	QoQ -80.34% (-758.3K) YoY NEW(+185.5K)	All Managers (Combined)	$4.9M	0.0% ($4.9M/$38.9B)	QoQ -81.62% (-$21.9M) YoY NEW(+$4.9M)
Wix.com Ltd.(WIXcusipM98068105)	28.8K	QoQ -21.48% (-7.9K) YoY NEW(+28.8K)	All Managers (Combined)	$4.8M	0.0% ($4.8M/$38.9B)	QoQ -39.91% (-$3.2M) YoY NEW(+$4.8M)
Viking Holdings Ltd(VIKcusipG93A5A101)	121.0K	QoQ -14.35% (-20.3K) YoY NEW(+121.0K)	All Managers (Combined)	$4.8M	0.0% ($4.8M/$38.9B)	QoQ -23.43% (-$1.5M) YoY NEW(+$4.8M)
UNILEVER PLC(ULcusip904767704)	78.6K	QoQ -3.32% (-2.7K) YoY +1420.77% (+73.4K)	All Managers (Combined)	$4.7M	0.0% ($4.7M/$38.9B)	QoQ +0.79% (-$36.7K) YoY +1693.16% (+$4.4M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	26.3K	QoQ -2.95% (-801) YoY +1670.56% (+24.9K)	All Managers (Combined)	$4.6M	0.0% ($4.6M/$38.9B)	QoQ -8.95% (-$457.0K) YoY +1692.11% (+$4.4M)
Trane Technologies plc(TTcusipG8994E103)	13.9K	QoQ +143.04% (+8.2K) YoY +175.97% (+8.9K)	All Managers (Combined)	$4.6M	0.0% ($4.6M/$38.9B)	QoQ +117.57% (+$2.5M) YoY +205.21% (+$3.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	28.0K	QoQ -2.29% (-656) YoY +1554.16% (+26.3K)	All Managers (Combined)	$4.6M	0.0% ($4.6M/$38.9B)	QoQ +11.59% (-$475.7K) YoY +1611.88% (+$4.3M)
CHEVRON CORP(CVXcusip166764100)	26.4K	QoQ -2.66% (-724) YoY +1343.90% (+24.6K)	All Managers (Combined)	$4.4M	0.0% ($4.4M/$38.9B)	QoQ +12.99% (-$504.3K) YoY +1420.35% (+$4.1M)
Haleon plc(HLNcusip405552100)	422.5K	QoQ +34.67% (+108.8K) YoY +270.64% (+308.5K)	All Managers (Combined)	$4.3M	0.0% ($4.3M/$38.9B)	QoQ +45.01% (+$1.3M) YoY +347.04% (+$3.4M)
EXXON MOBIL CORP(XOMcusip30231G102)	36.7K	QoQ -4.73% (-1.8K) YoY +74.02% (+15.6K)	All Managers (Combined)	$4.3M	0.0% ($4.3M/$38.9B)	QoQ +6.04% (-$246.2K) YoY +76.26% (+$1.9M)
BLACK HILLS CORP /SD/(BKHcusip092113109)	70.4K	QoQ -0.48% (-346) YoY NEW(+70.4K)	All Managers (Combined)	$4.2M	0.0% ($4.2M/$38.9B)	QoQ +2.30% (-$95.3K) YoY NEW(+$4.2M)