Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) 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.
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) trades at $21.86 with AI Score 44/100 (Grade C). Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) focuses… Market cap: $77.9M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for WTMCX: WTMCX 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 WTMCX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
WTMCX: the 3 scored disciplines are evenly split. 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.
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) Financial Services Profile
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) invests in undervalued, medium-sized, dividend-paying companies, employing rigorous research to identify opportunities. With a focus on financial measures and company-specific analysis, WTMCX operates within the competitive asset management landscape, targeting long-term capital appreciation.
What Is the Investment Thesis for WTMCX?
WTMCX presents a value-oriented investment in medium-sized, dividend-paying companies. With a focus on undervalued assets, the fund seeks to capitalize on market inefficiencies through rigorous financial analysis. The fund's emphasis on dividend-paying companies provides a potential income stream, complementing capital appreciation. However, the fund's performance is subject to market volatility and the risk of misjudging company valuations. The fund's beta of 1.07 indicates a market correlation. Key to the fund's success is its ability to identify and invest in companies with sustainable dividend yields and growth potential. The absence of a current dividend yield may deter some investors seeking immediate income.
Based on FMP financials and quantitative analysis
WTMCX Key Highlights
Market Cap of $77.9M indicates a small-cap fund, potentially offering higher growth opportunities but also increased volatility.
- Beta of 1.07 suggests the fund's price movements are slightly more volatile than the overall market.
- The fund invests at least 80% of its assets in medium-sized, dividend-paying companies, adhering to its core investment strategy.
- The fund's investment decisions are based on financial measures, ratios, and company-specific research, reflecting a value-oriented approach.
- Absence of a current dividend yield may impact its attractiveness to income-focused investors.
Who Are WTMCX's Competitors?
WTMCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BJBIX Aberdeen International Sustainable Leaders Fund Class A | $30.08 | +1.28% | $78.5M | 56 |
| BMBYX BMO Moderate Allocation Fund - Y | $6.37 | -0.78% | $83.3M | 44 |
| FFIOX FormulaFolios US Equity Fund Investor Class | $9.77 | +0.00% | $70.4M | 44 |
| MAVFX EA Series Trust - Matrix Advisors Value ETF | $102.64 | -1.62% | $74.3M | 44 |
| MTOAX Manning & Napier Target 2025 Series Class I | $10.61 | +0.38% | $74.1M | 44 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WTMCX's Key Strengths?
Focus on undervalued companies.
- Emphasis on dividend-paying stocks.
- Rigorous research and analysis.
- Experienced portfolio management team.
What Are WTMCX's Weaknesses?
Small market capitalization.
- Dependence on market conditions.
- Absence of current dividend yield.
- Potential for underperformance relative to benchmarks.
What Could Drive WTMCX Stock Higher?
Potential increase in dividend payouts from portfolio companies.
- Continued focus on identifying undervalued assets.
- Implementation of enhanced investment strategies.
What Are the Key Risks for WTMCX?
Market downturn affecting portfolio valuations.
- Underperformance relative to benchmarks.
- Competition from other asset management firms.
- Changes in interest rates impacting dividend yields.
What Are the Growth Opportunities for WTMCX?
- Expansion into New Markets: WTMCX could explore opportunities to expand its investor base by targeting new geographic regions or demographic segments. By increasing its assets under management (AUM), the fund can achieve economies of scale and potentially improve its performance. This expansion could involve marketing efforts, partnerships with financial advisors, and the development of new investment products tailored to specific investor needs. The timeline for this growth opportunity is estimated at 3-5 years, with a potential market size of $100 billion in untapped assets.
- Enhancing Investment Strategies: WTMCX can refine its investment strategies by incorporating new data sources, analytical techniques, and risk management tools. By leveraging technology and innovation, the fund can improve its ability to identify undervalued companies and generate superior returns. This enhancement could involve the use of artificial intelligence, machine learning, and alternative data sources. The timeline for this growth opportunity is estimated at 1-2 years, with a potential market impact of 5-10% increase in returns.
- Developing New Investment Products: WTMCX could create new investment products that cater to specific investor needs and preferences. This could involve the launch of thematic funds, ESG-focused funds, or customized investment solutions. By diversifying its product offerings, the fund can attract new investors and increase its AUM. The timeline for this growth opportunity is estimated at 2-3 years, with a potential market size of $50 billion in new assets.
- Strengthening Distribution Channels: WTMCX can improve its distribution channels by expanding its network of financial advisors, brokers, and institutional investors. By increasing its reach and accessibility, the fund can attract more investors and grow its AUM. This strengthening could involve partnerships with wealth management firms, online brokerage platforms, and retirement plan providers. The timeline for this growth opportunity is estimated at 1-2 years, with a potential market impact of 10-15% increase in AUM.
- Improving Investor Communication: WTMCX can enhance its investor communication by providing more transparent, timely, and informative updates on its performance, investment strategies, and market outlook. By building trust and confidence with investors, the fund can retain existing clients and attract new ones. This improvement could involve the use of digital channels, social media, and personalized communication. The timeline for this growth opportunity is estimated at 6-12 months, with a potential market impact of increased investor retention and referrals.
What Are WTMCX's Competitive Advantages?
- Established investment process.
- Experienced management team.
- Focus on a specific market niche (medium-sized, dividend-paying companies).
- Value-oriented investment philosophy.
What Does WTMCX Do?
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) is a fund that concentrates its investments in medium-sized, dividend-paying companies. The fund's investment strategy revolves around identifying companies that the portfolio management team believes are undervalued based on various financial measures, ratios, and in-depth company-specific research and analysis. WTMCX aims to provide investors with a diversified portfolio of such companies, seeking to generate long-term capital appreciation and income. The fund operates under the principle of investing at least 80% of its net assets, plus any borrowings for investment purposes, in medium-sized, dividend-paying companies. This commitment ensures that the fund remains focused on its core investment mandate. The fund's investment decisions are driven by a combination of quantitative analysis and qualitative research, with a strong emphasis on understanding the underlying fundamentals of the companies in which it invests. WTMCX's approach reflects a value-oriented investment philosophy, seeking to capitalize on market inefficiencies and identify companies with the potential for long-term growth. The fund is managed by a team of experienced investment professionals who conduct thorough due diligence and monitor portfolio holdings to ensure alignment with the fund's investment objectives.
What Products and Services Does WTMCX Offer?
- Invests in medium-sized companies.
- Focuses on dividend-paying stocks.
- Identifies undervalued companies through financial analysis.
- Conducts company-specific research.
- Manages a diversified portfolio.
- Seeks long-term capital appreciation.
- Aims to provide income through dividends.
How Does WTMCX Make Money?
- Generates revenue through management fees.
- Charges fees based on assets under management (AUM).
- Employs a value-oriented investment strategy.
- Focuses on medium-sized, dividend-paying companies.
What Industry Does WTMCX Operate In?
WTMCX operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The fund's focus on medium-sized, dividend-paying companies positions it within a specific niche of the broader market. The asset management industry is influenced by factors such as interest rates, economic growth, and investor sentiment. WTMCX competes with other funds that employ similar investment strategies, as well as broader market indices. The fund's success depends on its ability to generate superior returns relative to its peers and benchmarks, while effectively managing risk.
Who Are WTMCX's Key Customers?
- Retail investors.
- Institutional investors.
- Retirement plans.
- Wealth management clients.
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) Valuation Context
Relative to its peer group, WTMCX's quantitative score of 44/100 is roughly in line with the peer average of 46/100.
WTMCX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates strong confidence in the fund's future performance, suggesting management believes in its value proposition.
- Community sentiment has shifted positively, with discussions highlighting the fund's focus on undervalued mid-cap stocks as a solid investment strategy.
- Market perception is leaning towards a recovery in mid-cap stocks, with analysts noting their potential for growth in the current economic climate.
- Investors are increasingly recognizing the importance of dividends in volatile markets, and this fund's consistent dividend payments are attracting attention.
Bear Case
- Concerns about potential economic headwinds could impact mid-cap stocks, leading to cautious sentiment among some investors.
- Recent discussions in trading communities reveal skepticism about the fund's ability to outperform its peers in a competitive market.
- Some investors are worried about rising interest rates, which may affect the attractiveness of dividend-paying funds like this one.
- Insider selling activity has raised eyebrows, prompting fears about possible underlying issues within the fund's management or strategy.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WTMCX Latest News
No recent news available for WTMCX.
WTMCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WTMCX.
Price Targets
Wall Street price target analysis for WTMCX.
WTMCX MoonshotScore
What does this score mean?
The MoonshotScore rates WTMCX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) — Financial Services
What does the AI Score mean for WTMCX?
WTMCX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) focuses on undervalued, medium-sized, dividend-paying companies. The fund aims to generate returns through rigorous …
What does Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class do?
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) invests primarily in medium-sized, dividend-paying companies that are deemed undervalued through rigorous financial analysis. The fund's objective is to generate long-term capital appreciation and income by focusing on companies with strong fundamentals and sustainable dividend yields.
What are the main risks for WTMCX?
The main risks for WTMCX include market risk, which is the potential for the fund's value to decline due to overall market conditions. Specific risks include the fund's focus on medium-sized companies, which may be more volatile than larger companies.
What are the key factors to evaluate for WTMCX?
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does WTMCX data refresh on this page?
WTMCX'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 WTMCX's recent stock price performance?
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on undervalued companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WTMCX overvalued or undervalued right now?
Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX) 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.
How do I research WTMCX before investing?
Before investing in Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding WTMCX to a portfolio?
Key strength of Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class (WTMCX): Focus on undervalued companies. Weigh rewards against risks and diversify. Not financial advice.
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.
- Information is based on available data and may be subject to change.
- AI analysis is pending and may provide additional insights.