WCM Investments
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
281 Brooks St, Laguna Beach, California,...Phone Number
(949) 380-0200Website
www.wcminvest.comRevenue
$7.6 MillionIndustry
ZI Rank: 6
Signal Type
Dec
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ZI Rank
4
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6
6
About WCM Investments
WCM Investment Management is an independent asset management firm driven by a spirit of broad-based employee ownership. The company focuses on delivering investment solutions that cater to a diverse range of clients. Their approach emphasizes long-term value creation and the empowerment of their workforce. WCM aims to establish meaningful partnerships with clients through its investment strategies.Explore more
WCM Investments Org Chart
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Activity Insights
WCM Investments is experiencing very low activity levels compared to other companies in the Finance sector.
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WCM Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WCM Investments.
WCM Investments Tech Stack
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Most Recent Scoops
Project
Spending/Investment
Event
Person-Based
Alan Tu, Portfolio Manager, appeared on a podcast called "Business Breakdowns" on 01/08/2026. Topics discussed include Databricks, Data Analytics, AI Platform.
Events, Podcast
Event
Person-Based
Sanjay Ayer, Analyst, appeared on a podcast called "Capital Allocators – Inside the Institutional Investment Industry" on 10/27/2025. Topics discussed include Investment Management, Performance Improvement, AI Research.
Events, Podcast
Event
Person-Based
Paul Black, President, appeared on a podcast called "Capital Allocators – Inside the Institutional Investment Industry" on 10/27/2025. Topics discussed include Investment Management, Company Culture, Leadership Transition.
Events, Podcast
Event
Person-Based
Events, Podcast
WCM Investments News & Media
First Trust Announces the Completion of the Reorganizations of Certain WCM Funds into First Trust Funds
WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) and WCM Investment Management, LLC (“WCM”) jointly announced today that the reorganizations of WCM Focused Global Growth Fund, WCM Developing World Equity Fund and WCM International Equity Fund (the “Acquired Funds” and each, an “Acquired Fund”), into a corresponding newly-created series of a First Trust trust (each, as noted in the table below, an “Acquiring Fund” and collectively, the “Acquiring Funds”) were completed prior toFirst Trust and WCM Announce Results of Special Meeting of Shareholders Relating to the Reorganization of Certain WCM Funds to First Trust Funds
WHEATON, Ill. & LAGUNA BEACH, Calif.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) and WCM Investment Management, LLC (“WCM”) jointly announced today the results of the special meeting of shareholders of WCM Focused Global Growth Fund (“WCM Global”), WCM Developing World Equity Fund (“WCM Developing World”) and WCM International Equity Fund (“WCM International Equity” and, together with WCM Global and WCM Developing World, the “Acquired Funds” and each, an “Acquired Fund”) held on SeptembUltimus LeverPoint Announces New Partnership with WCM Investment Management
Ultimus LeverPoint announces its latest partnership with WCM Investment Management, LLC an independent asset management firm with approximately $90B in AUA
Read more news
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WCM Investment Management is an independent asset management firm driven by a spirit of broad-based employee ownership. The company focuses on delivering investment solutions that cater to a diverse range of clients. Their approach emphasizes long-term value creation and the empowerment of their workforce. WCM aims to establish meaningful partnersh... Read More
