Wilshire Small Company Growth Portfolio (WSMGX) 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.
Wilshire Small Company Growth Portfolio (WSMGX) trades at $26.38 with AI Score 52/100 (Grade B). Wilshire Small Company Growth Portfolio (WSMGX) focuses on investing in small-cap companies exhibiting above-average earnings or sales growth. Market cap: $25.9M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for WSMGX: WSMGX 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 WSMGX against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
WSMGX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- 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.
Wilshire Small Company Growth Portfolio (WSMGX) Financial Services Profile
Wilshire Small Company Growth Portfolio (WSMGX) is an asset management fund targeting small-capitalization growth stocks, primarily within the Russell 2000® Growth Index. The fund seeks companies with historically above-average earnings or sales growth, often characterized by higher price-to-earnings ratios, to deliver capital appreciation for its investors.
What Is the Investment Thesis for WSMGX?
The Wilshire Small Company Growth Portfolio (WSMGX) presents an investment opportunity for those seeking exposure to high-growth small-cap companies. With a beta of 1.33, the fund demonstrates higher volatility compared to the broader market, potentially offering enhanced returns during favorable market conditions. The fund's strategy of targeting companies with above-average earnings and sales growth, combined with its focus on the Russell 2000® Growth Index, positions it to benefit from the growth potential of the small-cap segment. However, the fund's lack of dividend yield may deter income-seeking investors. The fund's success hinges on the continued growth and profitability of its portfolio companies, as well as the ability of the management team to effectively navigate market fluctuations and identify promising investment opportunities. The pending AI analysis could provide further insights into the fund's potential performance and risk profile.
Based on FMP financials and quantitative analysis
WSMGX Key Highlights
WSMGX focuses on small-cap companies within the Russell 2000® Growth Index, offering exposure to a high-growth segment of the market.
- The fund targets companies with above-average earnings growth, sales growth, and retention of earnings, seeking to capitalize on their growth potential.
- With a market cap of $25.9M, WSMGX is a relatively small fund, potentially offering agility in its investment strategy.
- The fund has a beta of 1.33, indicating higher volatility compared to the broader market.
- WSMGX does not offer a dividend yield, focusing instead on capital appreciation.
Who Are WSMGX's Competitors?
WSMGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DTSGX Wilshire Small Company Growth Portfolio Investment Class Shares | $21.74 | -1.58% | $25.9M | 55 |
| DTSVX Wilshire Small Company Value Portfolio Investment Class Shares | $31.84 | -0.90% | $24.8M | 44 |
| GABBX Gabelli Dividend Growth AAA | $20.12 | -1.28% | $22.4M | 51 |
| HICSX Harbor Convertible Securities Fd Investor Class | $15.22 | -0.46% | $33.4M | 47 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 78 |
| ALTEX Firsthand Alternative Energy Fund | $12.93 | -1.90% | $8.98M | 82 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WSMGX's Key Strengths?
Focus on high-growth small-cap companies.
- Experienced management team.
- Access to Wilshire Associates' research.
- Active management approach.
What Are WSMGX's Weaknesses?
Small market capitalization.
- Lack of dividend yield.
- Higher volatility compared to the broader market.
- Dependence on the performance of small-cap stocks.
What Could Drive WSMGX Stock Higher?
Positive performance of small-cap growth stocks.
- Successful implementation of new investment strategies.
- Release of AI analysis providing insights into the fund's potential.
- Increased investor interest in ESG investing.
What Are the Key Risks for WSMGX?
Economic slowdown impacting small-cap companies.
- Market volatility affecting the fund's performance.
- Increased competition from other asset managers.
- Changes in investor sentiment towards growth stocks.
- Regulatory changes impacting the asset management industry.
What Are the Growth Opportunities for WSMGX?
- Expansion into new investment strategies: WSMGX could explore expanding its investment strategies to include other asset classes or investment styles, such as international equities or value investing. This could attract a broader range of investors and diversify the fund's portfolio. The global asset management market is projected to reach $147.5 trillion by 2029, presenting significant opportunities for growth.
- Increased focus on ESG investing: WSMGX could incorporate environmental, social, and governance (ESG) factors into its investment process. This could attract socially responsible investors and enhance the fund's long-term performance.
- Development of new investment products: WSMGX could develop new investment products, such as exchange-traded funds (ETFs) or separately managed accounts (SMAs), to cater to different investor needs and preferences. The ETF market is experiencing rapid growth, with global ETF assets under management exceeding $10 trillion.
- Strategic partnerships and acquisitions: WSMGX could pursue strategic partnerships or acquisitions to expand its reach and capabilities. This could involve partnering with other asset managers, technology providers, or distribution platforms. The asset management industry is undergoing consolidation, with larger firms acquiring smaller players to gain scale and efficiency.
- Enhanced marketing and distribution efforts: WSMGX could enhance its marketing and distribution efforts to increase its visibility and attract new investors. This could involve online advertising, social media marketing, and partnerships with financial advisors. The digital marketing landscape is constantly evolving, with new channels and strategies emerging regularly.
What Are WSMGX's Competitive Advantages?
- Established track record in managing small-cap growth portfolios.
- Experienced investment team with expertise in fundamental research.
- Access to Wilshire Associates' research and resources.
- Focus on a specific niche within the asset management industry.
What Does WSMGX Do?
Wilshire Small Company Growth Portfolio (WSMGX) is a fund managed by Wilshire Associates, a firm with a long history in investment management and consulting. The fund is designed to provide investors with exposure to the small-cap growth segment of the U.S. equity market. WSMGX focuses on identifying and investing in companies with smaller market capitalizations, generally those included in the Russell 2000® Growth Index. The fund's investment strategy centers on selecting companies that have demonstrated above-average earnings growth, sales growth, and retention of earnings. These companies often exhibit higher price-to-earnings ratios, reflecting their growth potential. WSMGX aims to achieve long-term capital appreciation by investing substantially all of its assets in the common stock of these selected companies. The fund's investment decisions are guided by fundamental research and analysis, seeking to identify companies with sustainable competitive advantages and strong growth prospects. The portfolio is actively managed, with the investment team continuously monitoring the holdings and making adjustments based on market conditions and company-specific developments. The fund is available to investors seeking exposure to the dynamic and potentially high-growth small-cap segment, offering diversification and professional management.
What Products and Services Does WSMGX Offer?
- Invests in common stock of small-cap companies.
- Targets companies within the Russell 2000® Growth Index.
- Focuses on companies with above-average earnings or sales growth.
- Seeks companies with high price-to-earnings ratios.
- Aims for long-term capital appreciation.
- Actively manages the portfolio based on market conditions.
How Does WSMGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM by attracting new investors and generating positive investment returns.
- Employs a team of investment professionals to research and select securities.
What Industry Does WSMGX Operate In?
The asset management industry is highly competitive, with numerous firms offering a wide range of investment products and services. WSMGX operates within this landscape, focusing specifically on small-cap growth stocks. The small-cap segment can offer higher growth potential compared to larger, more established companies, but it also comes with increased volatility and risk. The Russell 2000® Growth Index serves as a benchmark for WSMGX, reflecting the performance of small-cap growth stocks. The fund competes with other asset managers offering similar investment strategies, such as ARCX, DTSGX, DTSVX, GABBX, and HICSX.
Who Are WSMGX's Key Customers?
- Individual investors seeking exposure to small-cap growth stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
Wilshire Small Company Growth Portfolio (WSMGX) Valuation Context
Valued at $25.9M, WSMGX is classified as a micro-cap stock. Relative to its peer group, WSMGX's quantitative score of 52/100 is roughly in line with the peer average of 55/100.
Key Financial Metrics
Return on equity for Wilshire Small Company Growth Portfolio stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. WSMGX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
WSMGX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that executives believe in the growth potential.
- Community sentiment has shifted positively, with discussions highlighting the portfolio's strong performance in small-cap growth sectors.
- Analysts have noted an increasing interest in small-cap stocks as economic recovery accelerates, enhancing the attractiveness of WSMGX.
- Recent market developments favor smaller companies, with investors seeking higher growth opportunities as larger stocks face headwinds.
Bear Case
- Some community members express concerns over market volatility, which could disproportionately affect small-cap stocks like WSMGX.
- There are worries about inflation pressures that may impact growth rates, leading to skepticism about sustained performance.
- Insider selling activity in other small-cap sectors has raised red flags, causing caution among investors regarding sector risks.
- Overall market sentiment remains mixed, with some bearish views suggesting that the current rally may not be sustainable in the long term.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WSMGX Latest News
No recent news available for WSMGX.
WSMGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WSMGX.
Price Targets
Wall Street price target analysis for WSMGX.
WSMGX MoonshotScore
What does this score mean?
The MoonshotScore rates WSMGX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
WSMGX Financial Services Stock FAQ
What does the AI Score mean for WSMGX?
WSMGX holds an AI Score of 52/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Wilshire Small Company Growth Portfolio (WSMGX) focuses on investing in small-cap companies exhibiting above-average earnings or sales growth. The fund primarily invests in companies within …
What does Wilshire Small Company Growth Portfolio do?
Wilshire Small Company Growth Portfolio (WSMGX) is a mutual fund that invests primarily in the common stock of small-capitalization companies, generally within the range of the Russell 2000® Growth Index. The fund's strategy focuses on identifying companies that exhibit above-average earnings or sales growth and retention of earnings, which often translates to higher price-to-earnings ratios.
What are the main risks for WSMGX?
The primary risks for WSMGX include market volatility, particularly within the small-cap segment, and the potential for economic slowdowns to disproportionately impact smaller companies. The fund's focus on growth stocks also exposes it to the risk of valuation corrections if these companies fail to meet growth expectations.
How sensitive is WSMGX to interest rate changes?
As a fund focused on equity investments, WSMGX is not directly sensitive to interest rate changes in the same way as fixed-income securities. However, interest rate changes can indirectly impact the fund's performance. Rising interest rates can lead to higher borrowing costs for companies, potentially slowing down their growth and profitability, which could negatively affect the fund's portfolio companies.
How does WSMGX select its investments?
WSMGX selects its investments by focusing on companies with smaller market capitalizations, generally within the range of the Russell 2000® Growth Index. The fund's investment strategy centers on identifying companies that have demonstrated above-average earnings growth, sales growth, and retention of earnings. These companies often exhibit higher price-to-earnings ratios, reflecting their growth potential.
What are the key factors to evaluate for WSMGX?
Wilshire Small Company Growth Portfolio (WSMGX) holds an AI score of 52/100 (moderate). The Wilshire Small Company Growth Portfolio (WSMGX) presents an investment opportunity for those seeking exposure to high-growth small-cap companies. Not financial advice.
How frequently does WSMGX data refresh on this page?
WSMGX'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 WSMGX's recent stock price performance?
Wilshire Small Company Growth Portfolio (WSMGX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on high-growth small-cap companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WSMGX overvalued or undervalued right now?
Wilshire Small Company Growth Portfolio (WSMGX) 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 is pending for WSMGX, which could provide further insights into the fund's potential performance and risk profile.
- The fund's performance is closely tied to the performance of the small-cap growth segment, which can be more volatile than the broader market.