Segall Bryant & Hamill Small Cap Growth Fund Institutional Class (WISGX)

Fund Assets	313.09M
Expense Ratio	0.88%
Min. Investment	$500,000
Turnover	51.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	27.15
YTD Return	17.47%
1-Year Return	22.48%
5-Year Return	15.92%
52-Week Low	21.76
52-Week High	29.17
Beta (5Y)	1.14
Holdings	84
Inception Date	Dec 20, 2013

About WISGX

Segall Bryant & Hamill Small Cap Growth Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in U.S. small-cap companies. The fund is managed by a dedicated team that employs a growth investment strategy, targeting businesses with market capitalizations generally within the range of the Russell 2000 Growth Index. The portfolio is constructed through rigorous bottom-up research to identify industry leaders and disruptors that possess durable competitive advantages and multi-year growth prospects. The fund also integrates Environmental, Social, and Governance (ESG) considerations into its research process, reflecting a modern approach to risk and opportunity assessment. With a diversified sector allocation, prominent holdings span the industrial, technology, healthcare, and financial services sectors. The fund features a cost structure that is more favorable than many peers, reflected in its below-average expense ratio for its category. Its institutional share class is tailored to larger investors, requiring a significant minimum investment. As part of the broader small cap growth segment, this fund serves investors seeking targeted exposure to companies positioned for growth at the earlier stages of their business lifecycle.

• Fund Family: Segall Bryant & Hamill
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WISGX
• Share Class: -institutional Class
• Index: Russell 2000 Growth TR

Performance

WISGX had a total return of 22.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.05%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VRTGX	Vanguard	Vanguard Russell 2000 Growth Index Fund Institutional Shares	0.07%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
WTSGX	-retail Class	1.05%

Top 10 Holdings

23.61% of assets

Name	Symbol	Weight
Sbh Cash	n/a	3.83%
Guardant Health, Inc.	GH	3.21%
StoneX Group Inc.	SNEX	2.92%
Glaukos Corporation	GKOS	2.35%
Protagonist Therapeutics, Inc.	PTGX	2.18%
CECO Environmental Corp.	CECO	1.87%
Alkermes plc	ALKS	1.86%
Skyward Specialty Insurance Group, Inc.	SKWD	1.85%
Materion Corporation	MTRN	1.78%
Installed Building Products, Inc.	IBP	1.77%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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