Segall Bryant & Hamill Workplace Equality Fund Retail Class
WEQRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 225 Pictoria Drive, Suite 450 Cincinnati OH 45246
- IPO Date
- Jan 2, 2019
- CIK
- 0000357204
- Similar Companies
- Business
- Segall Bryant & Hamill Workplace Equality Fund Retail Class (WEQRX) is a mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of companies demonstrating strong commitments to workplace equality, diversity, and inclusion practices. The fund employs a bottom-up investment approach, focusing on large-cap U.S. companies evaluated through proprietary metrics on gender pay equity, leadership diversity, inclusive policies, and employee representation across demographics; it holds a diversified portfolio typically comprising 40-60 securities, with sector allocations emphasizing technology, healthcare, financials, and consumer discretionary. Managed by Segall Bryant & Hamill, a Denver-based investment firm founded in 1999 and headquartered at 1801 California Street, Suite 2600, Denver, Colorado, the fund targets institutional and retail investors seeking socially responsible investments aligned with ESG principles, particularly workplace equality themes, and operates exclusively within the United States market. The fund's core offerings include the Retail Class (WEQRX) shares with a minimum initial investment of $2,500, alongside Institutional Class (WEQIX) shares for qualified investors; it provides daily liquidity, quarterly reporting, and expense ratios around 0.90%, with assets under management exceeding $50 million as of late 2025. In a notable recent development in 2024, Segall Bryant & Hamill expanded the fund's methodology by integrating advanced AI-driven analytics for real-time monitoring of corporate diversity disclosures, enhancing screening for over 1,000 public companies. Additionally, the firm announced a strategic partnership with the Workplace Equality Index in early 2025 to refine proxy voting guidelines, marking a shift toward more activist engagement on shareholder proposals related to board diversity and pay equity. No major acquisitions, funding rounds, or name changes have occurred in the past two years, though the fund benefited from a 15% asset inflow amid rising demand for thematic ESG strategies.