WCM Small Cap Growth Fund Institutional (WCMLX)
14.34
-0.19
(-1.31%)
USD |
May 18 2026
WCMLX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.27% |
| Stock | 96.59% |
| Bond | 1.20% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.07% |
Market Capitalization
As of March 31, 2026
| Large | 1.33% |
| Mid | 1.36% |
| Small | 97.31% |
Region Exposure
| Americas | 97.89% |
|---|---|
|
North America
|
95.76% |
| Canada | 0.51% |
| United States | 95.25% |
|
Latin America
|
2.13% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 0.00% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 2.11% |
|---|
Stock Sector Exposure
| Cyclical |
|
22.27% |
| Materials |
|
1.42% |
| Consumer Discretionary |
|
13.35% |
| Financials |
|
5.64% |
| Real Estate |
|
1.86% |
| Sensitive |
|
41.55% |
| Communication Services |
|
0.00% |
| Energy |
|
1.47% |
| Industrials |
|
26.75% |
| Information Technology |
|
13.33% |
| Defensive |
|
30.91% |
| Consumer Staples |
|
3.46% |
| Health Care |
|
27.45% |
| Utilities |
|
0.00% |
| Not Classified |
|
5.28% |
| Non Classified Equity |
|
1.80% |
| Not Classified - Non Equity |
|
3.48% |
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 | -- |