WI
Wcm Investment Management, LLC — 13F Portfolio Changes & Top Buys (Q2 2026)
Wcm Investment Management, LLCCIK: 0001061186
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$55.2B
Reporting period: 2026-06-30 · Number of holdings: 313
WCM INVESTMENT MANAGEMENT, LLC disclosed 313 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $55.2B and a quarterly turnover rate of 33.7%.
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Personality snowflake
- Concentration
- 13.19
- Portfolio Stability
- 33.67
- Momentum
- 100
- Sector conviction
- 55.82
- Diversification
- 100
- Sizing Uniformity
- 72.07
Wcm Investment Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.033 — mathematically equivalent to about 30 equally-sized positions, well below its 313 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.79), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd STX
+22.4% $3.6B
Trim WDC
-75.1% -$587.5M
Add META
+8380.4% $1.0B
Trim SHOP
-99.9% -$746.1M
New buy VTR
Add TSM
-0.7% $1.3B
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
WCM Investment Management executed a clear rotation within tech and communication services this quarter: materially adding to storage name STX (weight jumped from 3.6% to 9.34%), initiating a meaningful META position (0.03% to 1.86%), while trimming semiconductor equipment names TSM and ASML and exiting SHOP entirely. Turnover of ~33.7% indicates active repositioning rather than passive drift.
Macro & Fundamentals
These flows appear to align, tentatively, with a capital rotation toward AI/data-center-driven demand for storage and communication services, while trimming semi-cap equipment names may suggest valuation caution — but the data only shows position changes, not rationale, so causality remains uncertain.
Blind Spots / Risks
Despite a highly diversified book (266 holdings, HHI of 0.033), the top-decile weight changes are stark: STX's concentration risk may be underestimated given its single-position weight surge to 9.34%. Additionally, META's rapid ramp from near zero to 1.86% introduces potential crowding risk if the fund continues to build aggressively.
This overview is machine-generated from this institution's regulatory filings on SEC EDGAR and describes past disclosures only — it does not constitute financial advice. View the original 2026-06-30 Form 13F filing on SEC.gov
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 313 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | Stock-Tech | 9.34% | +5.74% | +22.40% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 7.64% | +0.90% | -0.71% | |
| 3 | SE | Sea Ltd-adr | Stock-Comm Services | 5.71% | -0.32% | +0.40% | |
| 4 | ASML | ASML Holding N.V. | Stock-Tech | 4.95% | +0.59% | -4.91% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 3.42% | -0.64% | -4.44% | |
| 6 | APP | Applovin Corp-class A | Stock-Tech | 3.35% | -0.90% | -25.84% | |
| 7 | LIN | Linde plc | Stock-Materials | 2.96% | -0.73% | -1.36% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | -0.03% | +4.39% | |
| 9 | GLW | Corning Inc | Stock-Tech | 2.75% | +0.37% | -26.82% | |
| 10 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 2.74% | -0.26% | -1.41% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 2.49% | -0.14% | +1.21% | |
| 12 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.41% | -0.44% | -4.99% | |
| 13 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.38% | -0.24% | +17.61% | |
| 14 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.13% | -0.62% | -4.99% | |
| 15 | ILMN | Illumina Inc | Stock-Healthcare | 2.04% | +0.41% | +4.79% | |
| 16 | WDC | Western Digital CORP | Stock-Tech | 1.93% | -1.84% | -75.13% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | +1.83% | +8380.36% | |
| 18 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.81% | -0.41% | -3.81% | |
| 19 | NU | Nu Holdings Ltd. | Stock-Financials | 1.77% | -0.48% | +2.21% | |
| 20 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.76% | -0.13% | +2.64% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | -0.07% | +2.11% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.59% | -0.61% | -3.90% | |
| 23 | WELL | Welltower Inc | Stock-Real Estate | 1.38% | -0.07% | +2.76% | |
| 24 | CTVA | Corteva Inc | Stock-Materials | 1.35% | -0.30% | +2.61% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.26% | +2.66% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | -0.10% | +2.80% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 1.30% | -0.53% | +2.76% | |
| 28 | VTR | Ventas Inc | Stock-Real Estate | 1.27% | +1.27% | NEW | |
| 29 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.23% | -0.09% | +2.85% | |
| 30 | RGA | Reinsurance Group Of America | Stock-Financials | 1.17% | -0.12% | +6.23% | |
| 31 | WCN | Waste Connections Inc | Stock-Industrials | 1.15% | -0.28% | -2.09% | |
| 32 | AON | Aon plc | Stock-Financials | 1.11% | -0.33% | -3.92% | |
| 33 | GE | General Electric | Stock-Industrials | 1.10% | -0.33% | -29.21% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.04% | -0.09% | +2.74% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.00% | -0.16% | +2.67% | |
| 36 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.88% | -0.31% | +4.36% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.61% | +24276.92% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.61% | NEW | |
| 39 | UBS | UBS Group AG | Stock-Financials | 0.55% | +0.06% | +5.13% | |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.54% | +0.04% | +30.15% | |
| 41 | MDLN | Medline Inc-cl A | Stock-Other | 0.53% | -0.17% | +2.48% | |
| 42 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.51% | +0.11% | +2.80% | |
| 43 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.51% | +0.17% | +24.19% | |
| 44 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.45% | +0.45% | NEW | |
| 45 | CNQ | Canadian Natural Resources | Stock-Energy | 0.42% | -0.16% | +14.26% | |
| 46 | BKD | Brookdale Senior Living Inc | Stock-Other | 0.42% | +0.03% | +12.81% | |
| 47 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.37% | — | +15.81% | |
| 48 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.36% | +0.01% | +20.65% | |
| 49 | TRP | Tc Energy CORP | Stock-Energy | 0.34% | +0.34% | NEW | |
| 50 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.33% | +0.33% | NEW |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+16.9%
- Stdev
- +17%
- Beta
- +1.11
- Alpha
- -3.1%
- Max Drawdown
- -10.1%
- Annualized Perf
- +19.1%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.11
- Stutzer
- +0.33
- Treynor
- +0.17
- Sterling
- +1.04
- Calmar
- +1.89
- Information Ratio
- -0.11
- Tracking Error
- +9.3%
- Stdev Down
- +9%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +32.2%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.45
- Sharpe
- +1.12
- Stdev Sectors
- +9.3%
- Skewness
- +0.01
- Kurtosis
- -0.72
- Upside Potential
- +3.88
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 313 | $55.2B | 34 | ||
| 2026 Q1 | 291 | $43.8B | 35 | ||
| 2025 Q4 | 241 | $48.6B | 27 | ||
| 2025 Q3 | 228 | $48.1B | 47 | ||
| 2025 Q2 | 219 | $43.8B | 0 | ||
| 2025 Q1 | 278 | $38.9B | 100 | ||
| 2024 Q4 | 288 | $42.5B | 0 | ||
| 2024 Q3 | 289 | $44.1B | 0 | ||
| 2024 Q2 | 267 | $42.3B | 0 | ||
| 2024 Q1 | 247 | $42.1B | 0 | ||
| 2023 Q4 | 250 | $36.2B | 0 | ||
| 2023 Q3 | 208 | $34.1B | 0 | ||
| 2023 Q2 | 218 | $33.5B | 0 | ||
| 2023 Q1 | 213 | $31.3B | 0 | ||
| 2022 Q4 | 213 | $30.0B | 0 | ||
| 2022 Q3 | 195 | $27.9B | 0 | ||
| 2022 Q2 | 202 | $27.9B | 0 | ||
| 2022 Q1 | 201 | $35.8B | 0 | ||
| 2021 Q4 | 205 | $44.4B | 0 | ||
| 2021 Q3 | 205 | $43.3B | 0 | ||
| 2021 Q2 | 196 | $39.4B | 100 | ||
| 2021 Q1 | 190 | $36.5B | 16 | ||
| 2020 Q4 | 193 | $36.8B | 30 | ||
| 2020 Q3 | 179 | $28.5B | 25 | ||
| 2020 Q2 | 181 | $26.1B | 45 | ||
| 2020 Q1 | 180 | $18.1B | 31 | ||
| 2019 Q4 | 157 | $18.6B | 31 | ||
| 2019 Q3 | 153 | $16.7B | 17 | ||
| 2019 Q2 | 153 | $16.0B | 21 | ||
| 2019 Q1 | 170 | $14.4B | 37 | ||
| 2018 Q4 | 91 | $11.2B | 21 | ||
| 2018 Q3 | 88 | $11.2B | 25 | ||
| 2018 Q2 | 92 | $9.7B | 58 | ||
| 2018 Q1 | 95 | $10.7B | 25 | ||
| 2017 Q4 | 98 | $8.8B | 27 | ||
| 2017 Q3 | 88 | $7.9B | 24 | ||
| 2017 Q2 | 84 | $6.5B | 58 | ||
| 2017 Q1 | 117 | $9.2B | 21 | ||
| 2016 Q4 | 172 | $8.3B | 20 | ||
| 2016 Q3 | 166 | $8.8B | 54 | ||
| 2016 Q2 | 115 | $6.3B | 24 | ||
| 2016 Q1 | 116 | $6.4B | 36 | ||
| 2015 Q4 | 92 | $4.9B | 44 | ||
| 2015 Q3 | 108 | $4.0B | 26 | ||
| 2015 Q2 | 115 | $4.4B | 65 | ||
| 2015 Q1 | 141 | $4.9B | 49 | ||
| 2014 Q4 | 114 | $3.5B | 20 | ||
| 2014 Q3 | 114 | $3.2B | 39 | ||
| 2014 Q2 | 142 | $4.0B | 40 | ||
| 2014 Q1 | 138 | $2.8B | 22 | ||
| 2013 Q4 | 133 | $2.8B | 50 | ||
| 2013 Q3 | 126 | $1.9B | 33 | ||
| 2013 Q2 | 141 | $1.9B | 37 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Wcm Investment Management, LLC's most significant position changes for 2026-06-30: New buy: Ventas Inc (VTR); New buy: Alphabet Inc-cl C (GOOG); New buy: AstraZeneca PLC (AZN); New buy: Tc Energy CORP (TRP); New buy: National Grid Plc-sp Adr (NGG).
Showing top 200 changes by size (of 296 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +5.7% | +22.40% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.8% | +8380.36% | Add |
| 3 | VTR | Ventas Inc | +1.3% | NEW | New buy |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -0.71% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.6% | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +24276.92% | Add |
| 7 | ASML | ASML Holding N.V. | +0.6% | -4.91% | Trim |
| 8 | AZN | AstraZeneca PLC | +0.5% | NEW | New buy |
| 9 | ILMN | Illumina Inc | +0.4% | +4.79% | Add |
| 10 | GLW | Corning Inc | +0.4% | -26.82% | Trim |
| 11 | TRP | Tc Energy CORP | +0.3% | NEW | New buy |
| 12 | NGG | National Grid Plc-sp Adr | +0.3% | NEW | New buy |
| 13 | FTI | TechnipFMC plc | +0.2% | NEW | New buy |
| 14 | FIX | Comfort Systems USA Inc | +0.2% | +24.19% | Add |
| 15 | NBIS | Nebius Group N.V. | +0.2% | +6.37% | Add |
| 16 | HOOD | Robinhood Markets Inc - A | +0.1% | +2.80% | Add |
| 17 | ACWI | Ishares Msci Acwi ETF | +0.1% | +522.78% | Add |
| 18 | ✓ | +0.1% | NEW | New buy | |
| 19 | SN | SharkNinja, Inc. | +0.1% | +19.33% | Add |
| 20 | SONY | Sony Group CORP - Sp Adr | +0.1% | +122.05% | Add |
| 21 | COMP | Compass Inc - Class A | +0.1% | +21.16% | Add |
| 22 | UBS | UBS Group AG | +0.1% | +5.13% | Add |
| 23 | CLS | Celestica Inc | +0.1% | +25.69% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | NVS | Novartis Ag-sponsored Adr | 0% | +30.15% | Add |
| 26 | ACMR | Acm Research Inc-class A | 0% | -50.69% | Trim |
| 27 | SITM | Sitime CORP | 0% | NEW | New buy |
| 28 | BKD | Brookdale Senior Living Inc | 0% | +12.81% | Add |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 0% | +45.63% | Add |
| 30 | KGS | Kodiak Gas Services Inc | 0% | NEW | New buy |
| 31 | ✓ | 0% | NEW | New buy | |
| 32 | SNX | TD Synnex CORP | 0% | NEW | New buy |
| 33 | SRAD | Sportradar Group AG | 0% | NEW | New buy |
| 34 | SBS | Cia Saneamento Basico De-adr | 0% | +623.80% | Add |
| 35 | BN | Brookfield CORP | 0% | +42.56% | Add |
| 36 | GENI | Genius Sports Limited | 0% | +49.94% | Add |
| 37 | STM | Stmicroelectronics Nv-ny Shs | 0% | NEW | New buy |
| 38 | GH | Guardant Health Inc | 0% | -1.60% | Trim |
| 39 | AWI | Armstrong World Industries | 0% | NEW | New buy |
| 40 | VIK | Viking Holdings Ltd | 0% | +155.12% | Add |
| 41 | WMS | Advanced Drainage Systems In | 0% | +44.92% | Add |
| 42 | MOG-A | Moog Inc-class A | 0% | NEW | New buy |
| 43 | IONQ | Ionq Inc | 0% | NEW | New buy |
| 44 | MIR | Mirion Technologies Inc | 0% | NEW | New buy |
| 45 | PRAX | Praxis Precision Medicines I | 0% | NEW | New buy |
| 46 | MXL | Maxlinear Inc | 0% | NEW | New buy |
| 47 | PCVX | Vaxcyte Inc | 0% | +116.19% | Add |
| 48 | SNDK | Sandisk CORP | 0% | +66.23% | Add |
| 49 | TPR | Tapestry Inc | 0% | +20.65% | Add |
| 50 | CX | Cemex Sab-spons Adr Part Cer | 0% | +17.83% | Add |
1–50 of 200
Filing History
FAQ
What is Wcm Investment Management, LLC and what type of investor is it?
Wcm Investment Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $55.2B, spread across 313 disclosed positions.
What are Wcm Investment Management, LLC's largest equity positions?
Based on the latest 13F filing, Wcm Investment Management, LLC's top holdings by market value are:
1. Seagate Technology Holdings plc (STX) — $5.2B (9.3%)
2. Taiwan Semiconductor-sp Adr (TSM) — $4.2B (7.6%)
3. Sea Ltd-adr (SE) — $3.1B (5.7%)
4. ASML Holding N.V. (ASML) — $2.7B (5.0%)
5. Philip Morris International (PM) — $1.9B (3.4%)
What changes did Wcm Investment Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Wcm Investment Management, LLC made 200 notable position adjustments: 25 new positions were initiated, 75 existing holdings were added to, 85 positions were partially reduced, and 15 were completely exited. The largest of these moves: New buy: Ventas Inc (VTR); New buy: Alphabet Inc-cl C (GOOG); New buy: AstraZeneca PLC (AZN); New buy: Tc Energy CORP (TRP); New buy: National Grid Plc-sp Adr (NGG)
What sectors does Wcm Investment Management, LLC focus on?
Wcm Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.8%
• Financials: 14.6%
• Health Care: 12.2%
• Communication Services: 11.6%
• Industrials: 9.5%
• Materials: 4.5%
Investment Profile
Wcm Investment Management, LLC returned an annualized 19.1% over the trailing 36 months — underperforming the S&P 500 by 3.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.11 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 34.8% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 34 over the past 4 quarters — a shift toward more active trading.
It has added to its STX position over the past two quarters (+$3.7B, now $5.2B), while trimming APP over the same stretch (-$1.4B, still holding $1.9B).
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Developer Access
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