Segall Bryant & Hamill Municipal Opportunities Fund Institutional Class (WITAX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.79
0.00 (0.00%)
At close: May 7, 2026

WITAX Holdings Information

WITAX is a mutual fund with a total of 137 individual holdings. The top holdings are United States Treasury Notes 3.75% at 5.60%, Ipmi 3 Llc 3.9% at 4.69%, Sbh Cash at 4.51%, UTAH HSG CORP 2.5% at 2.89%, and TARRANT CNTY TEX CULTURAL ED FACS FIN CORP HOSP REV 2.55% at 2.86%.

Total Holdings
137
Top 10 Percentage
33.10%
Asset Class
Fixed Income
Fund Category
Muni National Interm
Assets
185.01M
Forward PE Ratio
n/a

Breakdown by Asset Class

Top 25 Holdings

No.SymbolName WeightShares
1T.3.75 10.31.32United States Treasury Notes 3.75%5.60%10,000,000
2IPMITH.3.9 12.01.28 2021Ipmi 3 Llc 3.9%4.69%9,000,000
3n/aSbh Cash4.51%7,890,650
4UT.UTSHSG 2.5 08.21.2051UTAH HSG CORP 2.5%2.89%5,987,123
5TX.TAREDU 08.01.2050TARRANT CNTY TEX CULTURAL ED FACS FIN CORP HOSP REV 2.55%2.86%5,000,000
6WI.PUBFIN 5.62 06.01.2050PUBLIC FIN AUTH WIS EDL FAC REV 5.625%2.57%4,550,000
7TX.TAREDU 11.15.2050TARRANT CNTY TEX CULTURAL ED FACS FIN CORP HOSP REV 2.65%2.57%4,500,000
8TN.KXVMFH 05.01.2046KNOXVILLE TENN CMNTY DEV CORP MULTIFAMILY REV 3.15%2.56%4,475,000
9NY.LSLPWR 09.01.2051LONG IS PWR AUTH N Y ELEC SYS REV 1.5%2.49%4,385,000
10CT.CTSHGR 07.01.2049CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.55%2.37%4,150,000
11NE.DOUUTL 5 11.01.2033DOUGLAS CNTY NEB SAN & IMPT DIST NO 425 4.9%2.34%4,000,000
12IA.IASSFH 01.01.2049IOWA FIN AUTH SINGLE FAMILY MTG REV 2.42%2.28%4,000,000
13NY.NYUTL 06.15.2044NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 2.65%2.28%4,000,000
14GA.BTWPOL 09.01.2029BARTOW CNTY GA DEV AUTH POLLUTN CTL REV 1.8%2.06%3,900,000
15NH.NHSSFH 6 07.01.2051NEW HAMPSHIRE ST HSG FIN AUTH SINGLE FAMILY MTG REV 6%1.99%3,250,000
16SC.SCSPOL 12.15.2027SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH SOLID WASTE DISP REV 3.7%1.71%3,000,000
17TN.METHSG 10.01.2028METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN HEALTH & EDL FACS BRD MULT1.62%2,765,000
18MO.SBNSCD 6 03.01.2044SOUTHERN BOONE CNTY MO R-I SCH DIST 6%1.62%2,520,000
19OH.OHSHSG 7.5 03.01.2049OHIO ST HSG FIN AGY RESIDENTIAL MTG REV 7.5%1.62%2,395,000
20NY.NYCMFH 11.01.2062NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 3.4%1.43%2,500,000
21WA.KINMED 5.25 12.01.2045KING CNTY WASH PUB HOSP DIST NO 002 5.25%1.42%2,350,000
22TX.DALAPT 5.25 11.01.2044DALLAS FORT WORTH TEX INTL ARPT REV 5.25%1.40%2,250,000
23NV.NVSSFH 7.5 04.01.2049NEVADA HSG DIV SINGLE FAMILY MTG REV 7%1.36%2,000,000
24TX.FTWGEN 5.5 03.01.2044FORT WORTH TEX SPL TAX REV 5.5%1.33%2,195,000
25NC.RALMFH 01.01.2044RALEIGH N C HSG AUTH MULTIFAMILY REV 3.15%1.27%2,225,000
Showing 25 of 137 holdings
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As of Mar 31, 2026