Segall Bryant & Hamill Small Cap Growth Fd Inst (WISGX)
25.36
-0.36
(-1.40%)
USD |
Apr 29 2026
WISGX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.84% |
| Stock | 97.23% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.07% |
Market Capitalization
As of March 31, 2026
| Large | 1.31% |
| Mid | 3.13% |
| Small | 95.55% |
Region Exposure
| Americas | 97.29% |
|---|---|
|
North America
|
96.44% |
| Canada | 1.04% |
| United States | 95.39% |
|
Latin America
|
0.85% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.78% |
|---|---|
| United Kingdom | 1.26% |
|
Europe Developed
|
1.52% |
| Ireland | 1.52% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.07% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.14% |
| Materials |
|
4.87% |
| Consumer Discretionary |
|
8.20% |
| Financials |
|
10.75% |
| Real Estate |
|
1.32% |
| Sensitive |
|
51.49% |
| Communication Services |
|
0.00% |
| Energy |
|
3.87% |
| Industrials |
|
29.34% |
| Information Technology |
|
18.28% |
| Defensive |
|
23.37% |
| Consumer Staples |
|
1.59% |
| Health Care |
|
21.78% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |