WCM Focused Emerging Markets Institutional (WCMEX)
22.58
-0.38
(-1.66%)
USD |
May 19 2026
WCMEX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.32% |
| Stock | 89.97% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 3.72% |
| Other | 3.98% |
Market Capitalization
As of March 31, 2026
| Large | 83.05% |
| Mid | 14.87% |
| Small | 2.07% |
Region Exposure
| Americas | 18.12% |
|---|---|
|
North America
|
1.03% |
| United States | 1.03% |
|
Latin America
|
17.09% |
| Brazil | 10.71% |
| Mexico | 3.44% |
| Peru | 2.94% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.26% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
3.54% |
| Greece | 2.83% |
| Ireland | 0.70% |
|
Europe Emerging
|
1.24% |
| Poland | 1.24% |
|
Africa And Middle East
|
2.48% |
| Saudi Arabia | 1.01% |
| South Africa | 1.48% |
| Greater Asia | 70.63% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
45.30% |
| Hong Kong | 4.51% |
| Singapore | 2.50% |
| South Korea | 14.11% |
| Taiwan | 24.18% |
|
Asia Emerging
|
25.34% |
| China | 15.41% |
| India | 7.49% |
| Indonesia | 1.51% |
| Kazakhstan | 0.93% |
| Unidentified Region | 3.98% |
|---|
Stock Sector Exposure
| Cyclical |
|
38.15% |
| Materials |
|
4.05% |
| Consumer Discretionary |
|
7.89% |
| Financials |
|
25.17% |
| Real Estate |
|
1.05% |
| Sensitive |
|
51.07% |
| Communication Services |
|
4.60% |
| Energy |
|
3.93% |
| Industrials |
|
12.38% |
| Information Technology |
|
30.17% |
| Defensive |
|
5.73% |
| Consumer Staples |
|
1.07% |
| Health Care |
|
1.09% |
| Utilities |
|
3.56% |
| Not Classified |
|
5.04% |
| Non Classified Equity |
|
0.96% |
| Not Classified - Non Equity |
|
4.09% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |