William Blair Small Cap Growth Fund Class I (WBSIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.24: the stock has moved about 24% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerWilliam Blair Small Cap Growth Fund Class I (WBSIX) trades at $38.51. William Blair Small Cap Growth Fund Class I (WBSIX) focuses on investing in small-cap domestic growth companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for WBSIX: WBSIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
William Blair Small Cap Growth Fund Class I (WBSIX) Financial Services Profile
William Blair Small Cap Growth Fund Class I (WBSIX) is an asset management fund specializing in small-cap domestic growth companies, targeting long-term capital appreciation through a diversified portfolio. The fund operates within the competitive asset management landscape, focusing on companies included in the Russell 2000® Index.
What Is the Investment Thesis for WBSIX?
WBSIX presents an investment opportunity for those seeking exposure to the small-cap growth segment. With a beta of 1.24, the fund exhibits higher volatility compared to the market. The fund's focus on companies included in the Russell 2000® Index provides a defined universe of potential investments. The fund's success hinges on the advisor's ability to identify and select companies with sustainable growth prospects. Key value drivers include the fund's ability to generate alpha through stock selection and manage risk effectively. The absence of a dividend yield may deter income-seeking investors, but aligns with the fund's focus on capital appreciation. The fund's performance is closely tied to the overall performance of the small-cap market and the advisor's stock-picking skills.
Based on FMP financials and quantitative analysis
WBSIX Key Highlights
Market Cap: $1.06B, indicating its focus on small-cap companies.
- Beta: 1.24, suggesting higher volatility compared to the broader market.
- Dividend Yield: None, reflecting its focus on capital appreciation rather than income generation.
- Invests primarily in equity securities of small cap domestic growth companies.
- The advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index.
Who Are WBSIX's Competitors?
WBSIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BIRAX BlackRock Sustainable Adg Lg Cp Cr A | $25.90 | +0.78% | $1.27B | — |
| HFDRX Hartford Schroders US MidCap Opportunities Fund Class R3 | $21.27 | +0.61% | $1.06B | — |
| HNTVX Heartland Value Fund Insti Class Shs | $62.13 | +0.86% | $1.12B | — |
| HRTVX Heartland Value Fund Investor Class Shs | $60.12 | +0.86% | $1.12B | — |
| ICSCX William Blair Small Cap Value Fund Class I | $34.67 | +1.05% | $986M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WBSIX's Key Strengths?
Experienced investment management team.
- Disciplined investment process.
- Focus on a specific market segment (small-cap growth).
- Established brand reputation.
What Are WBSIX's Weaknesses?
Higher volatility compared to broader market (beta of 1.24).
- Dependence on stock-picking skills.
- No dividend yield may deter income-seeking investors.
- Performance tied to the small-cap market.
What Are the Key Risks for WBSIX?
Market downturns can negatively impact fund performance.
- Rising interest rates can impact small-cap valuations.
- Intense competition in the asset management industry.
- Regulatory changes can increase compliance costs.
- Dependence on the performance of the Russell 2000® Index.
What Are WBSIX's Competitive Advantages?
- Established brand reputation of William Blair Investment Management.
- Experienced investment management team.
- Disciplined investment process focused on fundamental research.
- Access to proprietary research and insights.
What Does WBSIX Do?
William Blair Small Cap Growth Fund Class I (WBSIX) is an actively managed fund focused on investing in small-capitalization growth companies. The fund's primary objective is to achieve long-term capital appreciation by identifying and investing in companies that exhibit quality growth characteristics. WBSIX typically invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small-cap companies. The advisor defines a small-cap company as one with a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment. The fund's investment strategy involves constructing a diversified portfolio of equity securities, including common stocks and other forms of equity investments. The fund's advisor employs a fundamental, bottom-up research approach to identify companies with strong growth potential. This involves assessing various factors, including a company's financial performance, management team, competitive positioning, and industry dynamics. WBSIX is managed by William Blair Investment Management, LLC, a global investment management firm with a long history of managing assets for institutional and individual investors. The fund is available to investors through various channels, including financial advisors, retirement plans, and direct investment.
What Products and Services Does WBSIX Offer?
- Invests in stocks of small-cap companies.
- Focuses on domestic growth companies.
- Aims for long-term capital appreciation.
- Diversifies investments across various equity securities.
- Adheres to a market capitalization limit based on the Russell 2000® Index.
- Employs a fundamental research approach to stock selection.
How Does WBSIX Make Money?
- Generates revenue through management fees.
- Fees are based on a percentage of assets under management (AUM).
- Actively manages a portfolio of small-cap stocks.
What Industry Does WBSIX Operate In?
The asset management industry is characterized by intense competition, with numerous firms vying for investor capital. The industry is influenced by market trends, economic conditions, and regulatory changes. WBSIX operates within the small-cap growth segment of the asset management industry. The growth of the small-cap market is influenced by factors such as economic growth, interest rates, and investor sentiment. WBSIX competes with other asset management firms offering similar investment strategies, including BIRAX, HFDRX, HNTVX, HRTVX, and ICSCX. The fund's performance is evaluated relative to its peers and relevant market benchmarks.
Who Are WBSIX's Key Customers?
- Individual investors
- Retirement plans
- Institutional investors
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -3.6%.
WBSIX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team.
- Disciplined investment process.
- Focus on a specific market segment (small-cap growth).
- Established brand reputation.
Bear Case
- Higher volatility compared to broader market (beta of 1.24).
- Dependence on stock-picking skills.
- No dividend yield may deter income-seeking investors.
- Performance tied to the small-cap market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WBSIX Latest News
No recent news available for WBSIX.
WBSIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for WBSIX.
Price Targets
Wall Street price target analysis for WBSIX.
WBSIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for WBSIX; grades run from A+ (80-100) to F (below 30).
William Blair Small Cap Growth Fund Class I Financials Stock: Key Questions Answered
How does William Blair Small Cap Growth Fund Class I make money in financial services?
William Blair Small Cap Growth Fund Class I generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's assets under management (AUM). The fund charges investors a fee for its expertise in selecting and managing a portfolio of small-cap growth stocks. The more assets the fund manages, the more revenue it generates.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.