WCM Investment Management
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31Rank #569 of mapped providers
Assets under administration$51.7B0.1%Market share · rank #305
Fees received$8MMedian $138,889/planSum across Schedule C direct + indirect
Net wins YoY+04 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WCM Investment Management plan look like?
Service mix · median fees per plan
Count of plans where WCM Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 24 | $163,932 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 3 | $76,194 | |
Investment advisory (plan); Investment management fees paid directly by plan; Direct payment from the plan; Investment managementCode 27 | 2 | $21,227 | |
Investment management fees paid indirectly by planCode 52 | 2 | $16,055 |
Competitor overlap
Percent of WCM Investment Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WCM Investment Management.
| Sponsor | From | Assets |
|---|---|---|
JOHN MUIR HEALTHCA · 941461843-001 | DSM Capital Partners | $630M |
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSIONNJ · 236529504-001 | Atalanta Sosnoff | $443M |
PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEESNJ · 226042823-001 | C.S. McKee LP | $199M |
CITIBANK, N.A. PUERTO RICO, A SUBSIDIARY OF CITIGROUP INC.CT · 660177415-002 | BNY Mellon | $50M |
Plans lost in 2024
Appeared last year under WCM Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | Camden Asset Management | $3.0B |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUNDNY · 237299279-001 | WCM Focused International Growth Fund LP | $1.2B |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUNDNY · 516102576-001 | WCM Focused International Growth Fund LP | $672M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $779,699 | 8y | 1 |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $1M | 10y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $1M | 4y | - |
H.E.BUTT GROCERY COMPANYTX · 740537175-001 | $4.3B | 122,477 | $182,692 | 10y | - |
HESS CORPORATIONTX · 134921002-333 | $1.9B | 6,598 | $601,766 | 10y | - |
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $381,830 | 7y | - |
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUNDNJ · 226032103-001 | $1.8B | 14,241 | $533,255 | 7y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $621,157 | 7y | - |
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001 | $671M | 3,162 | $0 | 8y | - |
JOHN MUIR HEALTHCA · 941461843-001 | $630M | 7,089 | $122,552 | 1y | - |
Flag exposure
87.1%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into WCM Investment Management.
- KILKELLY, MAUREEN
- KILKPATRICK TOWNSEND
- WCM
- WCM INTERNATIONAL
- WCM INTERNATIONAL SMALL CAP GROWTH
- WCM INVESTMENT
- WCM INVESTMENT MANAGEMENT
- WCM INVESTMENT MANAGEMENT LLC
- WCM INVESTMENT MANAGEMENT, INC
- WCM INVESTMENT MANAGEMENT, LLC
- WCM INVESTMENT MNAGEMENT
- WCM INVESTMENTS
- WCM INVESTMNET MANAGEMENT
- WCM MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WCM Investment Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 3.23% | 1.76% | +1.47 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WCM Investment Management. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on WCM Investment Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baldwin Moffitt Behm LLP | 3 | 9.7% |
| Proskauer Rose LLP | 3 | 9.7% |
| Susanin Widman & Brennan PC | 3 | 9.7% |
| Kelley Law Group | 2 | 6.5% |
| Watkins Pawlick Calati & Prifti PC | 2 | 6.5% |
| Archer Byington Glennon & Levine | 1 | 3.2% |
| Asher Kelly | 1 | 3.2% |
| Carella Byrne | 1 | 3.2% |
| Cleary & Josem LLP | 1 | 3.2% |
| Cohen Weiss & Simon LLP | 1 | 3.2% |