WCM Small Cap Growth Fund Institutional (WCMLX)
14.70
-0.28
(-1.87%)
USD |
Feb 23 2026
WCMLX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.85% |
| Stock | 96.97% |
| Bond | 1.42% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.25% |
Market Capitalization
As of December 31, 2025
| Large | 0.73% |
| Mid | 1.64% |
| Small | 97.63% |
Region Exposure
| Americas | 97.54% |
|---|---|
|
North America
|
96.51% |
| United States | 96.51% |
|
Latin America
|
1.03% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.05% |
|---|---|
| United Kingdom | 0.54% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.51% |
| Israel | 0.51% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.41% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.25% |
| Materials |
|
1.18% |
| Consumer Discretionary |
|
16.49% |
| Financials |
|
5.86% |
| Real Estate |
|
1.72% |
| Sensitive |
|
40.86% |
| Communication Services |
|
0.00% |
| Energy |
|
0.82% |
| Industrials |
|
23.33% |
| Information Technology |
|
16.72% |
| Defensive |
|
27.80% |
| Consumer Staples |
|
3.50% |
| Health Care |
|
24.31% |
| Utilities |
|
0.00% |
| Not Classified |
|
6.09% |
| Non Classified Equity |
|
2.82% |
| Not Classified - Non Equity |
|
3.27% |
As of December 31, 2025
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 | -- |