Current Market Value 34,948,272
Current Holdings 56
Most Recent File Date 2025-08-26
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WTMVX - Segall Bryant & Hamill Global Large Cap Fund -Retail Class . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-26 2025-06-30 NPORT-P 56 34,948
2025-05-27 2025-03-31 NPORT-P 55 32,132
2025-02-21 2024-12-31 NPORT-P 57 34,555
2024-11-20 2024-09-30 NPORT-P 59 35,643
2024-08-27 2024-06-30 NPORT-P 56 33,556
2024-05-24 2024-03-31 NPORT-P 58 33,634
2024-02-27 2023-12-31 NPORT-P 56 31,044
2023-11-28 2023-09-30 NPORT-P 59 28,563
2023-08-28 2023-06-30 NPORT-P 57 29,897
2023-05-30 2023-03-31 NPORT-P 53 28,053
2023-02-27 2022-12-31 NPORT-P 51 26,592
2022-11-29 2022-09-30 NPORT-P 51 24,393
2022-08-26 2022-06-30 NPORT-P 52 25,999
2022-05-31 2022-03-31 NPORT-P 52 30,932
2022-03-01 2021-12-31 NPORT-P 54 38,238
2021-11-29 2021-09-30 NPORT-P 54 36,181
2021-08-30 2021-06-30 NPORT-P 55 35,747
2021-06-01 2021-03-31 NPORT-P 54 33,231
2021-02-25 2020-12-31 NPORT-P 54 34,559
2020-11-27 2020-09-30 NPORT-P 51 34,555
2020-08-28 2020-06-30 NPORT-P 31 37,332
2020-06-01 2020-03-31 NPORT-P 31 32,895
2020-02-28 2019-12-31 NPORT-P 31 48,754
2019-11-27 2019-09-30 NPORT-P 30 46,594