WCM Focused Small Cap Instl shares owned by Equitable Trust
Quarter-by-quarter ownership of WCM Focused Small Cap Instl (WCMFX) shares owned by Equitable Trust
from 13F filings
Historical chart of Equitable Trust investment in WCM Focused Small Cap Instl
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Quarterly reported holdings in WCM Focused Small Cap Instl by Equitable Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $49M | 3.6M | 13.62 |
| 2023-12-31 | $42M | 3.4M | 12.23 |
| 2023-09-30 | $38M | 3.5M | 11.09 |
| 2023-06-30 | $41M | 3.5M | 11.78 |
| 2023-03-31 | $37M | 3.4M | 10.80 |
| 2022-12-31 | $29M | 2.9M | 9.94 |
| 2022-09-30 | $9.5M | 1.0M | 9.30 |
| 2022-06-30 | $10M | 1.0M | 9.98 |
| 2022-03-31 | $12M | 1.0M | 10.99 |
| 2021-12-31 | $13M | 1.1M | 11.72 |
| 2021-09-30 | $10M | 885k | 11.41 |
| 2021-06-30 | $10M | 879k | 11.84 |
| 2021-03-31 | $9.4M | 800k | 11.70 |
| 2020-12-31 | $3.4M | 323k | 10.47 |
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