WCMJX
WCM SMID Quality Value Fund
INVESTMENT MANAGERS SERIES TRUST

Allocation breakdown

As of December 31, 2025 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of December 31, 2025 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Transportation Services 3.39%
Trucking (No Local) 2.77%
Refrigeration & Service Industry Machinery 2.75%
Services-Management Consulting Services 2.63%
Pumps & Pumping Equipment 2.50%
Services-Engineering Services 2.49%
Wholesale-Hardware & Plumbing & Heating Equipment & Supplies 2.37%
Heating Equip, Except Elec & Warm Air; & Plumbing Fixtures 2.30%
Wholesale-Professional & Commercial Equipment & Supplies 2.25%
General Industrial Machinery & Equipment 2.14%
Wholesale-Misc Durable Goods 1.34%
Services-To Dwellings & Other Buildings 4.53%
Hotels & Motels 3.81%
Sporting & Athletic Goods, NEC 3.75%
Services-Business Services, NEC 2.69%
Motor Vehicle Parts & Accessories 2.55%
Retail-Catalog & Mail-Order Houses 2.10%
Industrial Instruments For Measurement, Display, and Control 1.81%
Instruments For Meas & Testing of Electricity & Elec Signals 1.00%
Services-Home Health Care Services 4.72%
Services-Skilled Nursing Care Facilities 4.05%
Surgical & Medical Instruments & Apparatus 3.49%
Fire, Marine & Casualty Insurance 6.50%
Insurance Agents, Brokers & Service 1.98%
Hospital & Medical Service Plans 1.62%
Savings Institution, Federally Chartered 1.08%
Miscellaneous Chemical Products 3.87%
Converted Paper & Paperboard Prods (No Contaners/Boxes) 2.96%
Plastics Products, NEC 2.52%
Perfumes, Cosmetics & Other Toilet Preparations 1.47%
Services-Computer Integrated Systems Design 3.84%
Services-Prepackaged Software 3.08%
Real Estate Agents & Managers (For Others) 4.70%
Unclassified 4.91%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.