WCMIX Institutional Ownership & Shareholders
WCM FOCUSED INTL GROWTH-INST (WCMIX) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.07M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fulton Bank, N.A. is currently the largest disclosed institutional shareholder of WCMIX tracked by InsiderSet, reporting ownership valued at approximately $26.04M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WCMIX value among the investors covered in this analysis. Major shareholders include Fulton Bank, N.A., First Merchants Corp, Williams Jones Wealth Management, Llc., and several other long-term asset managers with concentrated positions in WCM FOCUSED INTL GROWTH-INST (WCMIX).
This page ranks the largest institutional WCMIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$44.07M
Largest Holder
Fulton Bank, N.A.
Largest Position
$26.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fulton Bank, N.A. | 0.79% | 946,835 | $26,038,006 | — | — | — | |
| First Merchants Corp | 0.51% | 563,719 | $15,502,234 | — | — | — | |
| Williams Jones Wealth Management, Llc. | 0.01% | 22,496 | $647,656 | — | — | — | |
| Dempze Nancy E | 0.25% | 18,201 | $524,003 | — | — | — | |
| Hemenway Trust Co Llc | 0.02% | 11,822 | $340,367 | — | — | — | |
| Great Lakes Advisors, Llc | 0.00% | 10,572 | $304,372 | — | — | — | |
| Notis-Mcconarty Edward | 0.12% | 9,750 | $280,706 | — | — | — | |
| Wealthspire Advisors, Llc | 0.00% | 8,864 | $255,203 | — | — | — | |
| Mcmillan Office, Inc. | 0.02% | 4,614 | $132,841 | — | — | — | |
| Mcilrath & Eck, Llc | 0.00% | 1,833 | $45,033 | — | — | — |
Frequently asked questions about WCMIX
Who are the largest institutional holders of WCMIX?
The largest institutional holders of WCMIX reported in the latest SEC Form 13F filings include Fulton Bank, N.A., First Merchants Corp, Williams Jones Wealth Management, Llc., Dempze Nancy E, and Hemenway Trust Co Llc. InsiderSet ranks institutional holders by their latest reported WCMIX position.
What is WCMIX institutional ownership?
This page tracks WCMIX positions reported by institutional investment managers through SEC Form 13F. WCM FOCUSED INTL GROWTH-INST (WCMIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WCMIX?
InsiderSet currently tracks 10 institutional managers reporting WCMIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WCMIX shareholders.
How much WCMIX stock do institutions own?
Institutional investment managers disclosed approximately $44.07M in WCMIX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WCMIX institutional ownership last updated?
The latest WCMIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WCMIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WCMIX position after the reporting date.
Are institutions buying or selling WCMIX?
Institutional buying and selling can be analyzed by comparing WCMIX positions across consecutive 13F reporting periods. InsiderSet's WCMIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WCMIX ownership changes.
How has WCMIX institutional ownership changed over time?
InsiderSet tracks WCMIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.