<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>WCMI filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of WCMI compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>WCMI: filing for 2026-06-30 -- 1 added, 2 dropped, turnover 11.2%</title><link>https://themulden.com/funds/wcmi/</link><guid isPermaLink="true">https://themulden.com/funds/wcmi/</guid><description>44 positions became 43: 1 added (1.25% of the fund), 2 dropped (2.76%). Turnover proxy 11.2%. Largest increases: KIOXIA HOLDINGS CORP 2.1% to 6.82%; NEBIUS GROUP NV 2.81% to 4.92%; ROLLS-ROYCE HOLDINGS PLC 6.02% to 6.84%; SONY GROUP CORP 1.99% to 2.68%; NOVO NORDISK A/S 1.65% to 1.94%; TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 7.33% to 7.6%. Largest decreases: BABCOCK INTERNATIONAL GROUP PLC 4.83% to 3.54%; CANADIAN NATURAL RESOURCES LTD 2.91% to 2.13%; SABESP - COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAU 3.46% to 2.95%; ALIBABA GROUP HOLDING LTD 1.56% to 1.08%; LOTTOMATICA GROUP SPA 3.61% to 3.13%; SLB LTD 2.37% to 1.93%. New: WISE GROUP PLC (1.25%). Gone: Wise PLC (1.4%), Tokyo Electron Ltd. (1.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 21 Aug 2026 12:00:00 GMT</pubDate></item><item><title>WCMI: filing for 2026-03-31 -- 8 added, 12 dropped, turnover 26.9%</title><link>https://themulden.com/funds/wcmi/</link><guid isPermaLink="true">https://themulden.com/funds/wcmi/</guid><description>48 positions became 44: 8 added (17.12% of the fund), 12 dropped (17.15%). Turnover proxy 26.9%. Largest increases: SLB LTD 0.85% to 2.37%; Lottomatica Group SpA 2.15% to 3.61%; Taiwan Semiconductor Manufacturing Co., Ltd. 6.19% to 7.33%; Canadian Natural Resources Limited 2% to 2.91%; Japan Exchange Group Inc 1.45% to 2.34%; Companhia de Saneamento Basico do Estado de Sao Paulo - SABE 2.67% to 3.46%. Largest decreases: Prosus NV 3.61% to 1.47%; Rolls-Royce Holdings PLC 7.43% to 6.02%; GENIUS SPORTS LTD 1.86% to 0.76%; Tokyo Electron Ltd. 2.33% to 1.36%; Novo Nordisk A/S 2.27% to 1.65%; KANZHUN LTD 1.6% to 1.06%. New: Constellation Software Inc. (2.91%), KB Financial Group Inc. (2.24%), Kioxia Holdings Corp. (2.1%), Tesco PLC (2.08%), Mizuho Financial Group Inc. (2.01%), Bunge Global SA (2%). Gone: Trane Technologies PLC (1.97%), Tokio Marine Holdings Inc (1.81%), Deutsche Telekom AG (1.76%), Celestica Inc (1.72%), NU Holdings Ltd/Cayman Islands (1.53%), Grupo Aeroportuario del Pacifi (1.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>WCMI: filing for 2025-12-31 -- 3 added, 3 dropped, turnover 11.3%</title><link>https://themulden.com/funds/wcmi/</link><guid isPermaLink="true">https://themulden.com/funds/wcmi/</guid><description>48 positions became 48: 3 added (6.17% of the fund), 3 dropped (2.87%). Turnover proxy 11.3%. Largest increases: Teva Pharmaceutical Industries 2.18% to 3.3%; TSMC 5.47% to 6.19%; Sony Group Corp 1.95% to 2.43%; Societe Generale SA 2.34% to 2.81%; Tokyo Electron Ltd 1.92% to 2.33%; Heidelberg Materials AG 1.63% to 1.87%. Largest decreases: Siemens Energy AG 4.51% to 2.84%; Nebius Group NV 3.8% to 2.24%; Wuxi Biologics Cayman Inc 2.49% to 1.88%; Prosus NV 4.17% to 3.61%; Celestica Inc 2.24% to 1.72%; Babcock International Group PL 5.6% to 5.16%. New: Rentokil Initial PLC (2.16%), Lottomatica Group Spa (2.15%), Genius Sports Ltd (1.86%). Gone: 3i Group PLC (1.55%), London Stock Exchange Group PL (1.27%), SONY FINANCIAL GROUP INC (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 23 Feb 2026 12:00:00 GMT</pubDate></item><item><title>WCMI: filing for 2025-09-30 -- 35 added, 28 dropped, turnover 71.6%</title><link>https://themulden.com/funds/wcmi/</link><guid isPermaLink="true">https://themulden.com/funds/wcmi/</guid><description>41 positions became 48: 35 added (61.28% of the fund), 28 dropped (64.58%). Turnover proxy 71.6%. Largest increases: Rolls-Royce Holdings PLC 4.73% to 7.81%; Babcock International Group PL 2.68% to 5.6%; Siemens Energy AG 2.25% to 4.51%; TSMC 3.41% to 5.47%. Largest decreases: Wise PLC 3.16% to 1.63%; AstraZeneca PLC 2.59% to 1.1%; Haleon PLC 2.86% to 1.87%; London Stock Exchange Group PL 2.26% to 1.27%; Trane Technologies PLC 2.94% to 2.17%; Evotec SE 2.1% to 1.36%. New: Prosus NV (4.17%), Nebius Group NV (3.8%), Cia de Saneamento Basico do Es (2.76%), Brookfield Corp (2.66%), Novo Nordisk A/S (2.52%), Wuxi Biologics Cayman Inc (2.49%). Gone: Iberdrola SA (3.58%), United Overseas Bank Ltd (3.42%), HDFC Bank Ltd (3.28%), Hensoldt AG (3.18%), GMO Payment Gateway Inc (2.87%), Sea Ltd (2.86%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 24 Nov 2025 12:00:00 GMT</pubDate></item><item><title>WCMI: filing for 2025-06-30 -- 8 added, 5 dropped, turnover 24.5%</title><link>https://themulden.com/funds/wcmi/</link><guid isPermaLink="true">https://themulden.com/funds/wcmi/</guid><description>38 positions became 41: 8 added (21.14% of the fund), 5 dropped (13.99%). Turnover proxy 24.5%. Largest increases: Sea Ltd 1.79% to 2.86%; ASM International NV 1.7% to 2.08%; TSMC 3.05% to 3.41%; Megacable Holdings SAB de CV 1.78% to 2.07%; Legrand SA 2.56% to 2.81%; Ivanhoe Mines Ltd 0.89% to 1.13%. Largest decreases: AstraZeneca PLC 4.86% to 2.59%; Persimmon PLC 3.29% to 1.4%; LVMH Moet Hennessy Louis Vuitt 2.4% to 1.76%; Coloplast A/S 2.85% to 2.24%; Aon PLC 2.65% to 2.06%; TOTVS SA 2.92% to 2.37%. New: Rolls-Royce Holdings PLC (4.73%), Trane Technologies PLC (2.94%), Babcock International Group PL (2.68%), Celestica Inc (2.43%), Siemens Energy AG (2.25%), Evotec SE (2.1%). Gone: Canadian National Railway Co (3.85%), Bravida Holding AB (3.02%), Siemens Healthineers AG (2.88%), ServiceNow Inc (2.35%), GSK PLC (1.89%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Aug 2025 12:00:00 GMT</pubDate></item><item><title>WCMI: filing for 2025-03-31 -- 5 added, 4 dropped, turnover 16.6%</title><link>https://themulden.com/funds/wcmi/</link><guid isPermaLink="true">https://themulden.com/funds/wcmi/</guid><description>37 positions became 38: 5 added (11.83% of the fund), 4 dropped (9.32%). Turnover proxy 16.6%. Largest increases: B3 SA - Brasil Bolsa Balcao 1.72% to 2.43%; SHENZHOU INTL 2.11% to 2.81%; TOTVS SA 2.32% to 2.92%; Keyence Corp 1.17% to 1.75%; Hensoldt AG 2.75% to 3.22%; Accenture PLC 1.38% to 1.83%. Largest decreases: Wise PLC 4.17% to 3.13%; United Overseas Bank Ltd 4.86% to 3.94%; Persimmon PLC 3.98% to 3.29%; London Stock Exchange Group PL 3.25% to 2.64%; Mastercard Inc 2.57% to 1.98%; Adyen NV 2.83% to 2.28%. New: Coloplast A/S (2.85%), Legrand SA (2.56%), ServiceNow Inc (2.35%), AIA Group Ltd (2.23%), TotalEnergies SE (1.84%). Gone: Veeva Systems Inc (3.14%), Grupo Aeroportuario del Pacifi (2.23%), Exxon Mobil Corp (2.03%), Pernod Ricard SA (1.92%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item></channel></rss>