Segall Bryant & Hamill Global All Cap Fund Retail Class
WTMVX
NASDAQ- -
USD
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- -
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
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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 - Global
- Address
- 225 Pictoria Drive, Suite 450 Cincinnati OH United States of America 45246
- IPO Date
- May 31, 1988
- CIK
- 0000357204
- Website
- cisbh.com
- Similar Companies
- Business
- Segall Bryant & Hamill Global All Cap Fund Retail Class (WTMVX) is a mutual fund that seeks long-term total return through investments in approximately 50 large, well-established global companies across market capitalizations, employing a bottom-up fundamental research approach to identify attractive opportunities in equities worldwide; the fund holds diversified positions in sectors such as technology, financial services, industrials, and consumer cyclical, with top holdings including Microsoft Corp., Alphabet Inc. Class C, JPMorgan Chase & Co., ATI Inc., and Safran SA. Offered through the Segall Bryant & Hamill Trust and distributed by Ultimus Fund Distributors, LLC, WTMVX represents part of a broader suite of investment strategies managed by CI Segall Bryant & Hamill (formerly Segall Bryant & Hamill, LLC), an asset management firm providing domestic equity, international equity, global equity, fixed income, alternatives, and collective investment trusts to institutional, advisor, intermediary, and high-net-worth clients. The firm, founded in 1994 and headquartered in Chicago, Illinois, with additional offices in Denver, Colorado; Philadelphia, Pennsylvania; St. Louis, Missouri; and Naples, Florida, operates primarily in the United States while targeting global markets through its strategies. In recent developments, CI Financial, the parent entity following its 2021 acquisition of Segall Bryant & Hamill, completed a transition to private ownership under Mubadala Capital in August 2025, enhancing operational resources; additionally, the firm filed an initial SEC registration statement in November 2024 for the Corient Registered Alternatives Fund, signaling expansion into new alternative investment products, while its Small Cap Growth strategy earned a Zephyr PSN Top Guns award in March 2024 and integrated new team members such as Roosevelt in May 2024.