DOSSIER · 13F Holders · Q2 2026
WCMIX

WCM Focused Growth Inst

11 institutions still hold WCM Focused Growth Inst as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 461418444·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$37M
visible holders
Holders
11
filers reporting
Concentration
46.89%
FIRST MERCHANTS CORP #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported WCMIX in Q2 2026. FIRST MERCHANTS CORP leads at 46.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIRST MERCHANTS CORP
CIK 0000712534
$18M610K0.62%Q2 2026
02
FULTON BANK, N.A.
CIK 0000883782
$17M602K0.53%Q2 2026
03
Williams Jones Wealth Management, LLC.
CIK 0001788587
$648K22K0.01%Q2 2026
04
Dempze Nancy E
CIK 0001592614
$524K18K0.25%Q2 2026
05
Hemenway Trust Co LLC
CIK 0001494234
$340K12K0.02%Q2 2026
06
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$304K11K0.00%Q2 2026
07
Notis-McConarty Edward
CIK 0001592616
$281K10K0.12%Q2 2026
08
Wealthspire Advisors, LLC
CIK 0001646247
$255K9K0.00%Q2 2026
09
McMillan Office, Inc.
CIK 0002109205
$133K5K0.02%Q2 2026
10
McIlrath & Eck, LLC
CIK 0001701714
$45K2K0.00%Q1 2026
11
Motiv8 Investments LLC
CIK 0002024873
$27K1K0.01%Q4 2025