# Portfolio overlap — JSJFX vs WCMLX

Comparing **Small Cap Dynamic Growth Fund** (2026-02-28) and **WCM Small Cap Growth Fund** (2026-03-31).

- Shared positions: 17
- Small Cap Dynamic Growth Fund covered by WCM Small Cap Growth Fund: 0.2230637844879616904701589772
- WCM Small Cap Growth Fund covered by Small Cap Dynamic Growth Fund: 0.2230637844879616904701589772

## Small Cap Dynamic Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CASEY'S GENERAL | 0.036753 |  |
| ENSIGN GROUP INC | 0.036448 | ✓ |
| RBC BEARINGS INC | 0.035992 |  |
| VSE CORP | 0.033782 |  |
| SSC GOVERNMENT MM GVMXX   / | 0.032368 |  |
| ADV ENERGY INDS | 0.028951 | ✓ |
| SPX TECHNOLOGIES INC | 0.028838 |  |
| FABRINET | 0.028273 | ✓ |
| VIAVI SOLUTIONS INC | 0.025734 |  |
| Nova Measuring Instruments Ltd | 0.025634 |  |
| FIRSTCASH HOLDINGS INC | 0.025559 |  |
| AAR CORP | 0.024816 |  |
| INTERDIGITAL INC | 0.024098 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.022990 |  |
| PLEXUS CORP | 0.022970 |  |
| LITTELFUSE INC | 0.022663 |  |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.021673 |  |
| NEXTRACKER INC CL A | 0.021176 | ✓ |
| BLOOM ENERGY CORP CL A | 0.021158 |  |
| BRIDGEBIO PHARMA INC | 0.019719 | ✓ |
| STIFEL FINANCIAL CORP | 0.019637 |  |
| ARGAN INC | 0.019534 | ✓ |
| RAMBUS INC | 0.018808 | ✓ |
| GUARDANT HEALTH INC | 0.018508 | ✓ |
| CRANE CO | 0.018149 |  |
| STERLING INFRASTRUCTURE INC | 0.017767 | ✓ |
| FIRST FINL BANKSHARES INC | 0.017122 |  |
| MERCURY SYSTEMS INC | 0.016863 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.016300 |  |
| GARRETT MOTION INC | 0.016096 |  |
| PIPER SANDLER COS | 0.015721 |  |
| MIRION TECHNOLOGIES INC-A | 0.015465 |  |
| ICHOR HOLDINGS L | 0.015309 |  |
| OSI SYSTEMS INC | 0.014871 |  |
| HEALTHEQUITY INC | 0.014636 | ✓ |
| MOELIS & CO-CL A | 0.013437 |  |
| CASELLA WASTE SYS INC CL A | 0.012998 |  |
| AXSOME THERAPEUTICS INC | 0.012765 | ✓ |
| SENSIENT TECHNOLOGIES CORP | 0.012672 |  |
| VALLEY NATL BANCORP | 0.012669 |  |
| NPK INTERNATIONAL INC | 0.012339 |  |
| BOOT BARN HOLDINGS INC | 0.012101 | ✓ |
| NOVANTA INC | 0.011764 | ✓ |
| PROTAGONIST THERAPEUTICS INC | 0.011221 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.011145 |  |
| RHYTHM PHARMACEUTICALS INC | 0.010554 | ✓ |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.009670 |  |
| RADNET INC | 0.008880 | ✓ |
| INSMED INC | 0.008717 |  |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.007923 |  |

## WCM Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF Treasury Portfolio, Class Institutional | 0.034768 |  |
| ADV ENERGY INDS | 0.031528 | ✓ |
| APPLIED INDU TEC | 0.030753 |  |
| EVERCORE INC A | 0.026039 |  |
| CHEFS WAREHOUSE INC | 0.020617 |  |
| NOVANTA INC | 0.020432 | ✓ |
| SAIA INC | 0.020246 |  |
| TEXAS ROADHOUSE INC | 0.019320 |  |
| REGAL REXNORD CORP | 0.018865 |  |
| AAON INC | 0.018708 |  |
| EASTGROUP PROP | 0.018595 |  |
| SharkNinja Inc | 0.018556 |  |
| PRIMORIS SVCS CORP | 0.018470 |  |
| BOOT BARN HOLDINGS INC | 0.018213 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.018182 |  |
| AXSOME THERAPEUTICS INC | 0.018081 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.018028 |  |
| UMB FINANCIAL CORP | 0.017623 |  |
| HEALTHEQUITY INC | 0.017522 | ✓ |
| ENSIGN GROUP INC | 0.017272 | ✓ |
| PLANET FITNESS INC CL A | 0.017108 |  |
| AXOGEN INC | 0.017108 |  |
| TOPBUILD CORP | 0.017011 |  |
| FORGENT POWER SOLUTIONS INC | 0.016955 |  |
| GUARDANT HEALTH INC | 0.016724 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.016553 |  |
| GLOBUS MEDICAL INC | 0.016448 |  |
| DYCOM INDUSTRIES INC | 0.015527 |  |
| DONALDSON CO INC | 0.015115 |  |
| MERCURY SYSTEMS INC | 0.014944 | ✓ |
| FABRINET | 0.014358 | ✓ |
| RADNET INC | 0.014315 | ✓ |
| AVIENT CORP | 0.014224 |  |
| RAMBUS INC | 0.014143 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.014132 |  |
| PERFORMANCE FOOD GROUP CO | 0.013951 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.013654 |  |
| DUCOMMUN INC | 0.013414 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.013299 |  |
| ACI WORLDWIDE INC | 0.013232 |  |
| BRIDGEBIO PHARMA INC | 0.012726 | ✓ |
| WINGSTOP INC | 0.012723 |  |
| PRIMERICA INC | 0.012705 |  |
| SEMTECH CORP | 0.012598 |  |
| KYMERA THERAPEUTICS INC | 0.012573 |  |
| IRHYTHM TECHNOLOGIES INC | 0.012527 |  |
| RH | 0.012354 |  |
| ARGAN INC | 0.011796 | ✓ |
| SERVICETITAN INC-A | 0.010909 |  |
| KARMAN HOLDINGS INC | 0.010587 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-184515` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1331971/000119312526184515/0001193125-26-184515-index.htm>
- N-PORT (fund B) — accession `0001193125-26-236370` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1318342/000119312526236370/0001193125-26-236370-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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