WCM Small Cap Growth Fund Institutional Class Shares (WCMLX)

Fund Assets	56.60M
Expense Ratio	0.99%
Min. Investment	$100,000
Turnover	89.00%
Dividend (ttm)	0.13
Dividend Yield	0.86%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 8, 2025

Previous Close	15.46
YTD Return	12.72%
1-Year Return	20.92%
5-Year Return	10.60%
52-Week Low	12.72
52-Week High	16.23
Beta (5Y)	1.11
Holdings	69
Inception Date	Oct 30, 2019

About WCMLX

The WCM Small Cap Growth Fund Institutional Class is a mutual fund focused on investing in small-capitalization U.S. companies with strong growth potential. The fund’s primary objective is to achieve long-term capital appreciation by allocating at least 80% of its net assets to equity securities of domestic small-cap firms, typically those that are leaders or innovators within their respective industries. This strategy results in concentrated exposure to sectors such as technology, industrials, energy, and consumer cyclicals, with holdings including companies like Super Micro Computer Inc., WEX Inc., and Permian Resources Corp. Designed for institutional investors, the fund requires a higher minimum initial investment and offers an expense ratio of 0.99%. Its benchmark indices include the Russell 2000 Growth Index and the Russell 3000 Index, reflecting its focus within the broader small-cap growth category. By targeting high-growth companies at earlier stages of their development, the WCM Small Cap Growth Fund Institutional Class plays a key role in portfolio diversification and in providing access to dynamic segments of the U.S. equity market.

• Fund Family: WCM Investment Management
• Category: Small Growth
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WCMLX
• Share Class: Institutional Class Shares
• Index: Russell 2000 Growth TR

Performance

WCMLX had a total return of 20.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.42%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
WCMNX	Investor Class Shares	1.24%

Top 10 Holdings

24.14% of assets

Name	Symbol	Weight
Morgan Stanley Institutional Liquidity Treasury Portfolio Institutional Class	MISXX	3.48%
Advanced Energy Industries, Inc.	AEIS	3.16%
Applied Industrial Technologies, Inc.	AIT	3.08%
Evercore Inc.	EVR	2.61%
The Chefs' Warehouse, Inc.	CHEF	2.06%
Novanta Inc.	NOVT	2.04%
Saia, Inc.	SAIA	2.03%
Texas Roadhouse, Inc.	TXRH	1.93%
Regal Rexnord Corporation	RRX	1.89%
AAON, Inc.	AAON	1.87%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 8, 2025	$0.13354	Dec 8, 2025
Dec 7, 2022	$0.01895	Dec 7, 2022
Dec 8, 2021	$1.26503	Dec 8, 2021
Dec 9, 2020	$0.15415	Dec 9, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 7, 2026

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