WCM INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Laguna Beach, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 48,567,796
- Description
- Laguna Beach California based planning integrated investment advisor with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes fundamental research depth, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through investment policy adherence and exposure consistency.
- Website
- https://www.wcminvest.com/
- Founded
- 1976
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 241 | 48,567,796 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 11/4/2025 | 228 | 48,063,311 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 7/29/2025 | 219 | 43,814,030 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2025 | 4/28/2025 | 278 | 38,905,997 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2024 | 2/11/2025 | 288 | 42,523,934 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2024 | 1/28/2025 | 288 | 42,523,934 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2024 | 11/4/2024 | 289 | 44,123,747 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2024 | 7/31/2024 | 267 | 42,304,286 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2024 | 4/25/2024 | 247 | 42,069,675 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2023 | 1/29/2024 | 250 | 36,160,843 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2023 | 10/10/2023 | 208 | 34,060,781 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2023 | 7/14/2023 | 218 | 33,475,072 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2023 | 5/15/2023 | 213 | 31,288,252 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2022 | 2/7/2023 | 213 | 29,975,372 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2022 | 10/18/2022 | 195 | 27,860,805 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2022 | 8/9/2022 | 202 | 27,883,591 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2022 | 5/6/2022 | 201 | 35,814,146 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2021 | 1/26/2022 | 205 | 44,400,522 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2021 | 11/2/2021 | 204 | 43,265,783 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2021 | 8/5/2021 | 196 | 39,368,636 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2021 | 5/13/2021 | 190 | 36,506,989 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2020 | 2/23/2021 | 193 | 36,780,236 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2020 | 2/16/2021 | 173 | 28,822,638 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q3 2020 | 11/6/2020 | 179 | 28,489,700 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2020 | 8/18/2020 | 180 | 26,062,929 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q1 2020 | 5/8/2020 | 180 | 18,111,529 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2019 | 2/13/2020 | 157 | 18,603,831 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT, LLC |
| Q4 2019 | 2/7/2020 | 157 | 19,872,884 | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC |
| Q2 2014 | 8/8/2014 | 141 | 4,014,011 | 13F-HR | WCM INVESTMENT MANAGEMENT/CA |
| Q1 2014 | 5/8/2014 | 138 | 2,793,114 | 13F-HR | WCM INVESTMENT MANAGEMENT/CA |
| Q4 2013 | 2/21/2014 | 133 | 2,773,828 | 13F-HR/A - RESTATEMENT | WCM INVESTMENT MANAGEMENT/CA |
| Q4 2013 | 2/11/2014 | 133 | 2,804,650 | 13F-HR | WCM INVESTMENT MANAGEMENT/CA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.37 M | 99.6% | 598 K | 0 | 598 K |
| ETFs | 195.4 K | 0.4% | 194.1 K | 0 | 194.1 K |
| Other | 0 | 0.0% | 0 | 287.6 K | -287.6 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
48,567,796
Holdings
241
QoQ value change ($000)
504,485
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.