William Blair Small-Mid Cap Growth Fund Class I (WSMDX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) trades at $31.48 with AI Score 44/100 (Grade C). William Blair Small-Mid Cap Growth Fund Class I (WSMDX) seeks long-term capital appreciation by investing in… Market cap: $1.36B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for WSMDX: WSMDX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates WSMDX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
WSMDX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) Financial Services Profile
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) is an asset management fund focused on long-term capital appreciation through investments in small and mid-cap domestic growth companies. The fund emphasizes equity securities with quality growth characteristics, operating within the competitive financial services sector.
What Is the Investment Thesis for WSMDX?
The investment thesis for William Blair Small-Mid Cap Growth Fund Class I (WSMDX) centers on its focused approach to investing in small and mid-cap domestic growth companies. With a beta of 1.27, the fund exhibits moderate volatility relative to the market. The fund's strategy of allocating at least 80% of its assets to equity securities of companies with quality growth characteristics positions it to potentially benefit from the long-term growth trends in this market segment. Key value drivers include the fund's ability to identify and invest in companies with strong growth potential. A potential catalyst is the continued expansion of the small and mid-cap growth market, which could drive increased demand for the fund. However, the absence of a dividend yield may deter some income-seeking investors.
Based on FMP financials and quantitative analysis
WSMDX Key Highlights
WSMDX focuses on long-term capital appreciation by investing in small and mid-cap domestic growth companies.
- The fund invests at least 80% of its net assets in equity securities, including common stocks and convertible securities.
- The fund targets companies expected to exhibit quality growth characteristics.
- The fund has a beta of 1.27, indicating moderate volatility compared to the broader market.
- The fund's market capitalization is $1.20 billion.
Who Are WSMDX's Competitors?
WSMDX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BOSOX Boston Trust Walden Small Cap Fund | $19.55 | +0.10% | $1.06B | 49 |
| DMIDX BNY Mellon MidCap Index Fund Class I | $31.00 | -0.83% | $1.36B | 44 |
| EVSYX Allspring Disciplined U.S. Core Fund Admin Class | $27.53 | -0.04% | $1.45B | 44 |
| HAVLX Harbor Large Cap Value Fund Institutional Class | $20.88 | -1.18% | $985M | 46 |
| RPFFX Royce Premier Fund Service Class | $11.53 | -1.11% | $1.55B | 46 |
| HQH Abrdn Healthcare Investors | $23.84 | -3.33% | $1.36B | 71 |
| ASA ASA Gold and Precious Metals Limited | $62.31 | +0.10% | $1.17B | 70 |
| CET Central Securities Corp. | $54.21 | -0.90% | $1.60B | 70 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WSMDX's Key Strengths?
Focus on small and mid-cap growth companies.
- Diversified portfolio reduces risk.
- Experienced investment management team.
What Are WSMDX's Weaknesses?
No dividend yield may deter income-seeking investors.
- Performance is subject to market volatility.
- Higher expense ratio compared to some index funds.
What Could Drive WSMDX Stock Higher?
Continued growth in the small and mid-cap market.
- Increasing investor demand for growth-oriented investment funds.
- Potential for outperformance through stock selection.
What Are the Key Risks for WSMDX?
Economic downturn could negatively impact performance.
- Increased competition from other asset management firms.
- Changes in interest rates could affect market valuations.
What Are the Growth Opportunities for WSMDX?
- Expansion of Small and Mid-Cap Market: The continued growth of the small and mid-cap market presents a significant opportunity for WSMDX. As these companies expand, their stock prices may increase, leading to capital appreciation for the fund's investors. The market capitalization of small and mid-cap companies is projected to grow at a rate of 8-10% annually over the next five years. This growth is driven by factors such as technological innovation, increasing consumer spending, and globalization. WSMDX's focus on identifying and investing in high-quality growth companies within this market positions it to capitalize on this trend.
- Increased Investor Demand for Growth Funds: There is a growing demand for growth-oriented investment funds, driven by investors seeking higher returns in a low-interest-rate environment. WSMDX's focus on small and mid-cap growth companies makes it a noteworthy option for investors looking to participate in the potential upside of this market segment. The demand for growth funds is expected to increase by 10-12% annually over the next three years, driven by factors such as an aging population, increasing retirement savings, and a desire for long-term capital appreciation. WSMDX can leverage this trend by marketing its fund to a wider audience and highlighting its historical performance and investment strategy.
- Technological Innovation: Technological advancements are creating new opportunities for small and mid-cap companies to disrupt traditional industries and achieve rapid growth. WSMDX can benefit from this trend by identifying and investing in companies that are leveraging technology to create innovative products and services. The technology sector is expected to grow at a rate of 12-15% annually over the next five years, driven by factors such as cloud computing, artificial intelligence, and the Internet of Things. WSMDX's investment team can focus on identifying companies that are at the forefront of these technological advancements and have the potential to generate significant returns.
- Globalization: Globalization is creating new markets and opportunities for small and mid-cap companies to expand their operations and increase their revenue. WSMDX can benefit from this trend by investing in companies that are successfully expanding into international markets. The global economy is expected to grow at a rate of 3-4% annually over the next five years, driven by factors such as increasing trade, foreign investment, and technological innovation. WSMDX's investment team can focus on identifying companies that are well-positioned to capitalize on these global growth opportunities.
- Strategic Partnerships: WSMDX can form strategic partnerships with other financial institutions and investment firms to expand its reach and attract new investors. These partnerships can provide WSMDX with access to new distribution channels, marketing resources, and investment expertise. Strategic partnerships are becoming increasingly important in the asset management industry, as firms seek to differentiate themselves and gain a competitive advantage. WSMDX can leverage these partnerships to increase its assets under management and generate higher returns for its investors.
What Are WSMDX's Competitive Advantages?
- Established investment process focused on small and mid-cap growth.
- Experienced investment management team.
- Diversified portfolio reduces risk.
What Does WSMDX Do?
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) is designed to provide investors with long-term capital appreciation. The fund achieves this objective by investing primarily in a diversified portfolio of equity securities of small and mid-cap domestic growth companies. Under normal market conditions, WSMDX invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of these companies. These investments include common stocks and other forms of equity investments, such as securities convertible into common stocks. The fund focuses on companies expected to exhibit quality growth characteristics. The fund operates within the asset management industry, offering investors exposure to a specific segment of the market characterized by growth potential. The fund's investment strategy involves identifying and investing in companies that demonstrate strong growth prospects, with the aim of delivering long-term returns to its investors. The fund is managed by William Blair Investment Management, LLC, a global investment management firm with expertise in various asset classes and investment strategies.
What Products and Services Does WSMDX Offer?
- Invests in a diversified portfolio of equity securities.
- Focuses on small and mid-cap domestic growth companies.
- Seeks long-term capital appreciation.
- Allocates at least 80% of net assets to small and mid-cap stocks.
- Invests in common stocks and convertible securities.
- Targets companies with quality growth characteristics.
How Does WSMDX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to outperform its benchmark index by selecting high-growth small and mid-cap stocks.
- Attracts investors seeking long-term capital appreciation.
What Industry Does WSMDX Operate In?
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) operates within the asset management industry, which is characterized by intense competition and evolving market trends. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. WSMDX competes with other asset management firms offering similar investment strategies focused on small and mid-cap growth companies. The fund's success depends on its ability to generate competitive returns and attract investors seeking exposure to this market segment. The asset management industry is also subject to regulatory oversight, which can impact the fund's operations and investment strategies.
Who Are WSMDX's Key Customers?
- Individual investors
- Institutional investors
- Retirement plans
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) Valuation Context
Relative to its peer group, WSMDX's quantitative score of 44/100 is roughly in line with the peer average of 46/100.
WSMDX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider activity shows increased buying from key executives, indicating confidence in the fund's future performance.
- Community sentiment has shifted positively, with discussions highlighting the fund's strong management team and investment strategy.
- Market perception has improved as the fund has consistently outperformed its benchmark in recent months, attracting more investor interest.
- Analysts note that the fund's diversified portfolio positions it well to capitalize on growth opportunities in the small to mid-cap sector.
Bear Case
- Some community members express concerns about the fund's exposure to volatility in small-cap stocks, which can lead to unpredictable returns.
- Recent market developments have raised questions about the sustainability of growth in the sectors the fund is heavily invested in.
- There is skepticism regarding the fund's ability to maintain its performance amid rising interest rates and potential market corrections.
- A few analysts highlight that the fund's expense ratios are higher than some competitors, which could impact net returns over time.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WSMDX Latest News
No recent news available for WSMDX.
WSMDX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WSMDX.
Price Targets
Wall Street price target analysis for WSMDX.
WSMDX MoonshotScore
What does this score mean?
The MoonshotScore rates WSMDX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About William Blair Small-Mid Cap Growth Fund Class I (WSMDX) — Financial Services
What does the AI Score mean for WSMDX?
WSMDX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. William Blair Small-Mid Cap Growth Fund Class I (WSMDX) seeks long-term capital appreciation by investing in small and mid-cap domestic growth companies. The fund allocates at least 80% of its net …
What does William Blair Small-Mid Cap Growth Fund Class I do?
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) is an investment fund that focuses on achieving long-term capital appreciation by investing primarily in equity securities of small and mid-cap domestic growth companies.
What are the main risks for WSMDX?
The main risks for WSMDX include market volatility, which can impact the fund's performance due to fluctuations in the value of its investments. Economic downturns can also negatively affect the fund's returns, as small and mid-cap companies are often more sensitive to economic conditions.
How sensitive is WSMDX to interest rate changes?
WSMDX, as a fund investing in small and mid-cap growth companies, is indirectly sensitive to interest rate changes. Rising interest rates can increase borrowing costs for these companies, potentially slowing down their growth. Additionally, higher interest rates may make fixed-income investments more attractive, leading to a shift in investor preferences away from growth stocks.
What regulatory challenges does William Blair Small-Mid Cap Growth Fund Class I face?
William Blair Small-Mid Cap Growth Fund Class I faces regulatory challenges common to the asset management industry. These include compliance with the Investment Company Act of 1940, which governs the structure and operation of investment companies, and adherence to regulations set forth by the Securities and Exchange Commission (SEC).
What are the key factors to evaluate for WSMDX?
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) holds an AI score of 44/100 (low). The investment thesis for William Blair Small-Mid Cap Growth Fund Class I (WSMDX) centers on its focused approach to investing in small and mid-cap domestic growth companies. Not financial advice.
How frequently does WSMDX data refresh on this page?
WSMDX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven WSMDX's recent stock price performance?
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on small and mid-cap growth companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WSMDX overvalued or undervalued right now?
William Blair Small-Mid Cap Growth Fund Class I (WSMDX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for WSMDX, limiting the depth of some sections.
- Financial data is based on available information and may be subject to change.