GREAT LAKES ADVISORS, LLC WCMIX — WCM Focused Growth Inst

Ownership history in GREAT LAKES ADVISORS, LLC  ·  5 quarters on record

AI Ownership Summary

GREAT LAKES ADVISORS, LLC reported WCM Focused Growth Inst (WCMIX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows WCMIX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCMIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT LAKES ADVISORS, LLC's position in WCM Focused Growth Inst, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WCMIX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WCMIX stock page GREAT LAKES ADVISORS, LLC fund profile GREAT LAKES ADVISORS, LLC full holdings
How GREAT LAKES ADVISORS, LLC held WCMIX — position size vs. price
% of Fund (quarterly)    WCMIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,572 -7,383 -41.1% 0.00% $260K 2026-05-12 $27.14
2025 Q4 ADDED — — — 17,955 +975 +5.7% 0.00% $447K 2026-02-12 $26.46
2025 Q3 UNCHANGED — — — 16,980 — 0% 0.00% $468K 2025-11-14 (Est.) $24.88
2025 Q2 REDUCED 5.8% +0.9% ❌ 16,980 -1,042 -5.8% 0.00% $464K 2025-08-14 (Est.) $25.10
2025 Q1 INITIATED — — — 18,022 — — 0.00% $412K 2025-05-16 $24.08

🏢 Other funds also holding WCMIX

As of 2026 Q1 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 0.59% FULTON BANK, N.A. 3Y 7Y 0.43% Dempze Nancy E 3Y 7Y 0.3% Notis-McConarty Edward 3Y 7Y 0.12% Hemenway Trust Co LLC 3Y 7Y 0.02% McMillan Office, Inc. 0.01% Williams Jones Wealth Management, LLC. 3Y 0.01% McIlrath & Eck, LLC 3Y 7Y 0.0%

FAQ About GREAT LAKES ADVISORS, LLC and WCMIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREAT LAKES ADVISORS, LLC reported owning WCMIX?

GREAT LAKES ADVISORS, LLC reported WCMIX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported WCMIX position in GREAT LAKES ADVISORS, LLC's portfolio?

The largest reported portfolio weight for WCMIX was 0.00% in 2025 Q3.

What is the latest reported WCMIX position on this page?

The most recent filing on this page is 2026 Q1, when GREAT LAKES ADVISORS, LLC reported 10,572 shares, equal to 0.00% of portfolio, with an estimated market value of $260K.

What does the chart on this WCMIX ownership page compare?

The chart compares GREAT LAKES ADVISORS, LLC's quarterly WCMIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREAT LAKES ADVISORS, LLC time their WCMIX position?

Based on 13F filing dates vs. subsequent WCMIX price moves, GREAT LAKES ADVISORS, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on WCMIX relative to SPY over the holding period was -10.4%.

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