Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) Stock Analysis
DELISTED 2023
What happened to Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) stock?
Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) no longer trades on public markets. It was delisted in June 2023. The figures below are historical and are not a current quote.
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.
Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) trades at $15.67. Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) focuses on investing in undervalued foreign small-cap… Market cap: $37.6M, Sector: Financial services.
Last analyzed: Mar 18, 2026Analyst Coverage for WTIFX: WTIFX 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 WTIFX against Financial Services peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
WTIFX: 1/2 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) Financial Services Profile
Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) is an asset management fund specializing in identifying and investing in approximately 35 to 60 undervalued small-cap companies in developed foreign markets. The fund seeks long-term capital appreciation by focusing on companies with the potential for earnings and cash flow growth.
What Is the Investment Thesis for WTIFX?
The Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) presents an investment opportunity for those seeking exposure to international small-cap equities. The fund's strategy of targeting undervalued companies with growth potential could yield attractive returns, especially if the portfolio management team can accurately identify companies trading below their intrinsic value. A key value driver is the fund's focus on developed markets, which offers relative stability and transparency compared to emerging markets. Upcoming catalysts include the potential for increased investor interest in international small-cap equities as global economic conditions improve. However, potential risks include fluctuations in currency exchange rates and the inherent volatility associated with small-cap stocks. With a market cap of $37.6M and a beta of 1.12, WTIFX may experience greater price swings than the broader market. Success hinges on the fund's ability to maintain its disciplined investment approach and effectively navigate the complexities of international markets.
Based on FMP financials and quantitative analysis
WTIFX Key Highlights
The fund invests in approximately 35 to 60 foreign small-cap companies, providing a diversified portfolio within the small-cap segment.
- WTIFX focuses on companies trading at a discount to their intrinsic value, potentially offering upside as these companies' valuations converge with their true worth.
- The fund invests at least 80% of its net assets in international small-cap companies, demonstrating a focused approach to this specific market segment.
- WTIFX primarily invests in developed countries, offering a degree of stability and transparency compared to emerging markets.
- The fund has a beta of 1.12, indicating that it may be more volatile than the overall market.
Who Are WTIFX's Competitors?
WTIFX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ACVVX AC Alternatives Market Neutral Value Fund - Investor Class | $8.90 | +0.00% | $36.5M | 49 |
| CUBA The Herzfeld Caribbean Basin Fund Inc. | $2.52 | -0.79% | $39.6M | 59 |
| EDFAX AIG ESG Dividend Fund A Shares | $18.00 | +0.00% | $40.2M | 44 |
| ICMAX Intrepid Small Cap Fund - Investor Class | $16.25 | +1.56% | $37.6M | 45 |
| ICMZX Intrepid Small Cap Fund - Institutional Class | $16.78 | +1.55% | $37.6M | 44 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 78 |
| 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 WTIFX's Key Strengths?
Disciplined investment approach focused on undervalued companies.
- Experienced management team with expertise in international small-cap investing.
- Focus on developed markets provides relative stability and transparency.
- Potential for higher growth rates compared to larger, more established companies.
What Are WTIFX's Weaknesses?
Small market capitalization may lead to increased volatility.
- Dependence on the expertise and performance of the portfolio management team.
- Limited diversification compared to broader market index funds.
- Vulnerability to fluctuations in currency exchange rates.
What Could Drive WTIFX Stock Higher?
Potential for increased investor interest in international small-cap equities as global economic conditions improve.
- Fund's focus on undervalued companies could lead to outperformance as valuations converge with intrinsic value.
- Expansion into new geographic markets could provide access to a wider range of investment opportunities.
What Are the Key Risks for WTIFX?
Small market capitalization may lead to increased volatility.
- Dependence on the expertise and performance of the portfolio management team.
- Vulnerability to fluctuations in currency exchange rates.
- Global economic downturn or market volatility could negatively impact fund performance.
- Intense competition from other asset management firms.
What Are the Growth Opportunities for WTIFX?
- Increased investor interest in international small-cap equities: As global economic conditions improve and investors seek diversification beyond domestic markets, there could be increased demand for international small-cap funds like WTIFX. This could lead to higher inflows and asset growth for the fund. The market size for international small-cap equities is substantial, with trillions of dollars invested globally. Timeline: Ongoing.
- Expansion into new geographic markets: WTIFX could expand its investment universe by exploring opportunities in additional developed countries. This could provide access to a wider range of undervalued companies and further diversify the fund's portfolio. The potential market size for this expansion is significant, as there are numerous developed countries with thriving small-cap sectors. Timeline: Ongoing.
- Enhanced marketing and distribution efforts: WTIFX could increase its visibility and attract new investors through targeted marketing and distribution efforts. This could involve partnering with financial advisors, participating in industry conferences, and leveraging digital marketing channels. The potential market size for this growth driver is substantial, as there are millions of potential investors who could benefit from exposure to international small-cap equities. Timeline: Ongoing.
- Development of new investment products: Segall Bryant & Hamill could leverage its expertise in international small-cap investing to develop new investment products, such as exchange-traded funds (ETFs) or separately managed accounts (SMAs). This could broaden the firm's product offerings and attract a wider range of investors. The potential market size for these new products is significant, as there is growing demand for passive and customized investment solutions. Timeline: Ongoing.
- Strategic partnerships and acquisitions: Segall Bryant & Hamill could pursue strategic partnerships or acquisitions to expand its capabilities and market reach. This could involve partnering with other asset management firms or acquiring specialized investment boutiques. The potential market size for this growth driver is substantial, as there are numerous opportunities to collaborate and consolidate within the asset management industry. Timeline: Ongoing.
What Are WTIFX's Competitive Advantages?
- Established track record: Segall Bryant & Hamill has a long history in the asset management industry, providing a degree of credibility and trust.
- Disciplined investment approach: The fund's focus on fundamental analysis and undervalued companies provides a consistent and repeatable investment process.
- Experienced management team: The fund is managed by a team of experienced portfolio managers and analysts with expertise in international small-cap investing.
What Does WTIFX Do?
Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) is a retail class fund managed by Segall Bryant & Hamill, an established asset management firm. The fund is designed to provide investors access to a portfolio of approximately 35 to 60 international small-cap companies. WTIFX invests primarily in the common stock of companies located in developed foreign countries, focusing on those trading at a discount to their estimated intrinsic value. The fund's investment strategy centers around identifying companies with the potential to grow their earnings and cash flows, aiming to deliver long-term capital appreciation to its investors. The fund operates under the principle of fundamental analysis, where the portfolio management team assesses the financial health and growth prospects of potential investments. This involves a detailed evaluation of the company's financial statements, competitive positioning, and industry dynamics. By focusing on undervalued assets, WTIFX seeks to capitalize on market inefficiencies and generate superior returns over time. The fund typically invests at least 80% of its net assets in international small-cap companies, ensuring a focused approach to this segment of the market. The fund's investment decisions are guided by a disciplined process that combines quantitative screening with qualitative research, ensuring a rigorous and consistent approach to portfolio construction. WTIFX's focus on developed markets provides a degree of stability and transparency, while its small-cap orientation offers the potential for higher growth rates compared to larger, more established companies.
What Products and Services Does WTIFX Offer?
- Invests primarily in common stock of foreign small-cap companies.
- Focuses on companies trading at a discount to their intrinsic value.
- Aims to grow earnings and cash flows of portfolio companies.
- Invests at least 80% of net assets in international small-cap companies.
- Primarily invests in companies located in developed countries.
- Conducts fundamental analysis to identify undervalued companies.
How Does WTIFX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Focuses on attracting and retaining investors seeking exposure to international small-cap equities.
- Employs a team of portfolio managers and analysts to identify and evaluate investment opportunities.
What Industry Does WTIFX Operate In?
The asset management industry is characterized by intense competition, with firms vying for investor capital across various asset classes and investment strategies. WTIFX operates within the international small-cap equity segment, which offers the potential for higher growth rates but also comes with increased volatility. The market is influenced by global economic trends, interest rates, and investor sentiment. WTIFX competes with other asset management firms offering similar international small-cap funds, such as ACVVX, CUBA, EDFAX, ICMAX, and ICMZX. Success in this industry requires a disciplined investment approach, strong research capabilities, and the ability to effectively manage risk.
Who Are WTIFX's Key Customers?
- Retail investors seeking diversification and growth in international markets.
- Financial advisors looking for investment solutions for their clients.
- Institutional investors seeking exposure to international small-cap equities.
WTIFX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined investment approach focused on undervalued companies.
- Experienced management team with expertise in international small-cap investing.
- Focus on developed markets provides relative stability and transparency.
- Potential for higher growth rates compared to larger, more established companies.
Bear Case
- Small market capitalization may lead to increased volatility.
- Dependence on the expertise and performance of the portfolio management team.
- Limited diversification compared to broader market index funds.
- Vulnerability to fluctuations in currency exchange rates.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
WTIFX Latest News
No recent news available for WTIFX.
WTIFX Financial Services Stock FAQ
What happened to Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) stock?
Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) no longer trades on public markets. It was delisted in June 2023. The figures below are historical and are not a current quote.
Can I still buy WTIFX shares?
No. WTIFX stopped trading on public markets in June 2023, so the shares are not available through a broker. Anything you see quoted for WTIFX elsewhere is historical data, not a live market.
Are the figures on this page current?
No. Every number here is the last value recorded before WTIFX stopped trading. Nothing on this page updates, and none of it is a current quote.
Why does this page still exist?
Because people still search for what happened to Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class. An archived profile that states the delisting plainly is more useful than a dead link — provided it is labelled as history, which is what this page does.
What does Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class do?
Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) is an asset management fund that invests primarily in the common stock of approximately 35 to 60 foreign small-cap companies. The fund's strategy centers around identifying companies trading at a discount to their estimated intrinsic value, with the potential to grow their earnings and cash flows.
What are the main risks for WTIFX?
Analyze Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class's net interest margin sensitivity and how rate movements affect profitability.
How sensitive is WTIFX to fluctuations in global currency markets?
As an international fund, WTIFX's performance is inherently linked to the fluctuations in global currency markets. Investments in foreign companies are subject to currency risk, where changes in exchange rates can either positively or negatively impact the fund's returns when translated back into the fund's base currency. A strengthening U.S.
What is Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class's approach to managing risk in its international small-cap portfolio?
Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class employs a multi-faceted approach to managing risk in its international small-cap portfolio. This includes diversification across approximately 35 to 60 companies, focusing on developed markets to mitigate political and economic instability, and conducting thorough fundamental analysis to assess the financial health and growth prospects of potential investments.
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 WTIFX, limiting the depth of some insights.
- The information provided is based on available data and should not be considered investment advice.