WCM Small Cap Growth Fund Institutional Class Shares (WCMLX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

14.09

-0.21 (-1.47%)

At close: Oct 30, 2026

Fund Assets	40.99M
Expense Ratio	1.033%
Min. Investment	$100,000
Turnover	89.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 8, 2025

Previous Close	14.30
YTD Return	2.40%
1-Year Return	1.54%
5-Year Return	-0.62%
52-Week Low	12.72
52-Week High	16.23
Beta (5Y)	1.13
Holdings	70
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 1.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.66%.

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

25.54% of assets

Name	Symbol	Weight
SharkNinja, Inc.	SN	2.92%
Other	n/a	2.88%
Applied Industrial Technologies, Inc.	AIT	2.78%
AAON, Inc.	AAON	2.74%
The Chefs' Warehouse, Inc.	CHEF	2.65%
Forgent Power Solutions, Inc.	FPS	2.47%
Mercury Systems, Inc.	MRCY	2.45%
Novanta Inc.	NOVT	2.27%
Plexus Corp.	PLXS	2.22%
Texas Roadhouse, Inc.	TXRH	2.15%

View More Holdings

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

Full Dividend History