WS

WCM SMID Quality Value Fund | WCMJX

Mutual Fund
WCM SMID Quality Value Fund
Last update 2025-06-25 35 Stocks (0 new)
Value $59.00 Mil Turnover 4 %
Countries:
WCM SMID Quality Value Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GDDY
GoDaddy Inc
18,526
3,337.3
-1.82%
5.660
-0.10%
0.010
-7.67%
-15.60%
23,735.7
Software
BRO
Brown & Brown Inc
21,368
2,658.2
-27.73%
4.510
-1.27%
0.010
-12.10%
+1.60%
34,093.2
Insurance
ADUS
Addus HomeCare Corp
26,350
2,605.8
+29.01%
4.420
+0.99%
0.140
+9.42%
-13.11%
2,003.9
Healthcare Providers & Services
JLL
Jones Lang LaSalle Inc
10,251
2,541.3
-1.83%
4.310
-0.07%
0.020
+16.75%
+3.77%
12,470.5
Real Estate
BECN
Beacon Roofing Supply Inc
19,194
2,374.3
-1.82%
4.030
-0.05%
0.030
+4.87%
+22.24%
7,718.6
Industrial Distribution
EME
EMCOR Group Inc
5,797
2,142.8
-1.81%
3.630
-0.07%
0.010
+44.09%
+27.33%
25,825.8
Construction
ESI
Element Solutions Inc
92,819
2,098.6
-1.82%
3.560
-0.07%
0.040
+16.22%
-5.89%
5,764.3
Chemicals
APG
APi Group Corp
86,345
2,058.4
-1.82%
3.490
-0.06%
0.020
+39.66%
+44.75%
14,413.7
Construction
VRRM
Verra Mobility Corp
90,570
2,038.7
-1.82%
3.460
-0.06%
0.060
+11.07%
+1.47%
3,911.6
Software
ICUI
ICU Medical Inc
14,657
2,035.3
-1.82%
3.450
-0.06%
0.060
-5.87%
-16.79%
3,177.8
Medical Devices & Instruments

WCM SMID Quality Value Fund's Historical Top Holdings Breakdowns

WCM SMID Quality Value Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMN
AMN Healthcare Services Inc
2025-03-31
Sold Out
Sold Out
-2.20%
23.07 ($25.68) 28.1
$20.16
-21.50%
Sold Out
0
-60,514
GO
Grocery Outlet Holding Corp
2025-03-31
Sold Out
Sold Out
-1.76%
10.99 ($14.79) 17.37
$14.29
-3.41%
Sold Out
0
-74,219
BRO
Brown & Brown Inc
2025-03-31
Reduce
Reduce
-1.27%
100.54 ($111.74) 124.4
$103.37
-7.49%
Reduce -27.73%
21,368
-8,197
ADUS
Addus HomeCare Corp
2025-03-31
Add
Add
+0.99%
89.83 ($111.21) 135.92
$108.92
-2.06%
Add 29.01%
26,350
5,925
NSIT
Insight Enterprises Inc
2025-03-31
Add
Add
+0.83%
149.36 ($160.97) 174.13
$145.85
-9.39%
Add 37.52%
12,008
3,276
RLI
RLI Corp
2025-03-31
Add
Add
+0.78%
71.75 ($76.09) 81.61
$69.21
-9.04%
Add 33.81%
22,721
5,741
WTM
White Mountains Insurance Group Ltd
2025-03-31
Add
Add
+0.63%
1818.58 ($1882.39) 1983.07
$1,788.21
-5.00%
Add 24.13%
993
193
LSTR
Landstar System Inc
2025-03-31
Add
Add
+0.57%
146.63 ($161.16) 177.82
$139.99
-13.14%
Add 24.08%
11,481
2,228
GDDY
GoDaddy Inc
2025-03-31
Reduce
Reduce
-0.10%
172.13 ($191.07) 214.35
$166.58
-12.82%
Reduce -1.82%
18,526
-344
EME
EMCOR Group Inc
2025-03-31
Reduce
Reduce
-0.07%
361.16 ($432.5) 535.99
$577.01
33.41%
Reduce -1.81%
5,797
-107

WCM SMID Quality Value Fund Total Holding History ($B)

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WCM SMID Quality Value Fund's Asset Allocation

To

WCM SMID Quality Value Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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WCM SMID Quality Value Fund's Hypothetical Growth since 2025-03-31

WCM SMID Quality Value Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WCM SMID Quality Value Fund's Holdings Heat Map

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WCM SMID Quality Value Fund's Holdings Bubble Chart

WCM SMID Quality Value Fund News

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