WTSGX
Segall Bryant & Hamill Small Cap Growth Fund Retail Class
1W: -0.7%
1M: -4.3%
3M: -12.3%
YTD: +7.2%
1Y: +12.1%
3Y: +49.4%
5Y: +5.2%
$24.87
+0.39 (+1.59%)
Weekly Expected Move ±2.1%
$23
$24
$24
$25
$26
Similar ETFs
20 peers by holdings overlap (80 holdings)
LSSIX
Loomis Sayles Small Cap Growth Fund
30.5%
Shared30 holdings
Total94
AUM$2.2B
Price$32.35
TCMSX
Voya Small Cap Growth Fund Class I
25.5%
Shared27 holdings
Total100
AUM$1.8B
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ANONX
American Century Small Cap Growth Fund - I Class
24.8%
Shared31 holdings
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AUM$5.6B
Price$25.16
PRDSX
T. Rowe Price Integrated US Sm Gr Eq
24.0%
Shared51 holdings
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USMID.SW
ETF
23.1%
Shared22 holdings
Total—
AUM—
Price—
CBSM.L
ETF
23.1%
Shared22 holdings
Total—
AUM—
Price—
USMID.MI
ETF
23.1%
Shared22 holdings
Total—
AUM—
Price—
CBSM.DE
ETF
23.1%
Shared22 holdings
Total—
AUM—
Price—
USMID.PA
ETF
23.1%
Shared22 holdings
Total—
AUM—
Price—
CBSC.L
ETF
23.1%
Shared22 holdings
Total—
AUM—
Price—
PNSAX
Putnam Small Cap Growth Class A
22.9%
Shared26 holdings
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ANOIX
American Century Small Cap Growth Fund - Investor Class
22.6%
Shared30 holdings
Total138
AUM$5.6B
Price$23.76
ANOGX
ETF
22.6%
Shared30 holdings
Total138
AUM—
Price—
RSEGX
Victory RS Small Cap Growth Fund Class A
22.5%
Shared22 holdings
Total103
AUM$391M
Price$68.08
GTSVX
Invesco Small Cap Growth Fund Class R5
21.7%
Shared22 holdings
Total96
AUM$3.0B
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TSCIX
AMG TimesSquare Small Cap Growth Fund
21.2%
Shared17 holdings
Total80
AUM$107M
Price$14.08
ARTSX
Artisan Small Cap Fund Inv Shs
21.2%
Shared19 holdings
Total53
AUM$949M
Price$39.32
SCUVX
Hartford Schroders US Small Cap Opportunities Fund Class A
20.4%
Shared16 holdings
Total83
AUM$187M
Price$31.38
WBSNX
William Blair Small Cap Growth Fund Class N
20.1%
Shared21 holdings
Total90
AUM$1.2B
Price$30.89
ASCGX
Lisanti Small Cap Growth Fund
19.9%
Shared20 holdings
Total88
AUM$18M
Price$26.09
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WTSGX | $319M | 80 | 21.3% | 41.0 | 5.8 | 1.4 | 10.0% | 2.3% | 0.34% | +27.6% | +21.9% | 56.2 | 5.7 |
| LSSIX | $2.2B | 94 | 19.8% | 42.2 | 5.6 | 3.6 | 10.4% | 6.2% | 0.30% | +22.7% | +51.9% | 57.8 | 5.9 |
| TCMSX | $1.8B | 100 | 19.2% | 49.1 | 5.4 | 4.2 | 8.3% | 6.0% | 0.47% | +38.8% | +34.3% | 53.7 | 5.6 |
| ANONX | $5.6B | 134 | 17.1% | 36.0 | 5.1 | 2.8 | 9.3% | 4.9% | 0.38% | +33.1% | +39.7% | 55.7 | 5.7 |
| PRDSX | $9.6B | 315 | 12.2% | 33.7 | 5.3 | 2.4 | 13.7% | 5.6% | 0.46% | +27.3% | +27.0% | 58.9 | 6.0 |
| USMID.SW | — | — | —% | 51.8 | 6.8 | 3.3 | 9.8% | 4.5% | 0.27% | +31.2% | +28.8% | 56.0 | 6.0 |
| CBSM.L | — | — | —% | 51.8 | 6.8 | 3.3 | 9.8% | 4.5% | 0.27% | +31.2% | +28.8% | 56.0 | 6.0 |
| USMID.MI | — | — | —% | 51.8 | 6.8 | 3.3 | 9.8% | 4.5% | 0.27% | +31.2% | +28.8% | 56.0 | 6.0 |
| CBSM.DE | — | — | —% | 51.8 | 6.8 | 3.3 | 9.8% | 4.5% | 0.27% | +31.2% | +28.8% | 56.0 | 6.0 |
| USMID.PA | — | — | —% | 51.8 | 6.8 | 3.3 | 9.8% | 4.5% | 0.27% | +31.2% | +28.8% | 56.0 | 6.0 |
| CBSC.L | — | — | —% | 51.8 | 6.8 | 3.3 | 9.8% | 4.5% | 0.27% | +31.2% | +28.8% | 56.0 | 6.0 |