WCM Focused Internatl Opp Instl (WCMOX)
13.74
+0.11
(+0.81%)
USD |
Feb 25 2026
WCMOX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.26% |
| Stock | 98.07% |
| Bond | 0.97% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.30% |
Market Capitalization
As of December 31, 2025
| Large | 63.13% |
| Mid | 31.45% |
| Small | 5.42% |
Region Exposure
| Americas | 17.94% |
|---|---|
|
North America
|
9.26% |
| Canada | 1.68% |
| United States | 7.58% |
|
Latin America
|
8.68% |
| Brazil | 3.62% |
| Peru | 1.56% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 56.65% |
|---|---|
| United Kingdom | 15.37% |
|
Europe Developed
|
41.28% |
| Austria | 1.98% |
| Belgium | 2.23% |
| Denmark | 5.46% |
| Finland | 1.98% |
| France | 2.36% |
| Germany | 13.75% |
| Greece | 1.93% |
| Italy | 3.06% |
| Netherlands | 3.79% |
| Switzerland | 1.97% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 24.58% |
|---|---|
| Japan | 5.50% |
|
Australasia
|
1.36% |
| Australia | 1.36% |
|
Asia Developed
|
13.09% |
| Hong Kong | 2.61% |
| Singapore | 4.19% |
| South Korea | 2.49% |
| Taiwan | 3.79% |
|
Asia Emerging
|
4.63% |
| China | 3.11% |
| India | 1.52% |
| Unidentified Region | 0.83% |
|---|
Stock Sector Exposure
| Cyclical |
|
37.27% |
| Materials |
|
2.45% |
| Consumer Discretionary |
|
16.86% |
| Financials |
|
17.96% |
| Real Estate |
|
0.00% |
| Sensitive |
|
44.93% |
| Communication Services |
|
5.74% |
| Energy |
|
0.00% |
| Industrials |
|
27.50% |
| Information Technology |
|
11.69% |
| Defensive |
|
15.57% |
| Consumer Staples |
|
7.30% |
| Health Care |
|
8.27% |
| Utilities |
|
0.00% |
| Not Classified |
|
2.22% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
2.22% |
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 | -- |