WB

William Blair Small-Mid Cap Core Fund | WBCIX

Mutual Fund
WILLIAM BLAIR FUNDS
Last update 2025-06-25 84 Stocks (5 new)
Value $111.00 Mil Turnover 7 %
Countries:
Top Holdings: PRMB(2.43%)CG(2.41%)BFAM(2.41%)BWIN(2.27%)CHE(2.24%)
Summary Stock Picks Current Portfolio
William Blair Small-Mid Cap Co... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PRMB
Primo Brands Corp
75,738
2,687.9
-30.56%
2.430
-0.59%
0.020
-15.70%
-2.08%
11,175.6
Beverages - Non-Alcoholic
CG
The Carlyle Group Inc
61,270
2,670.8
-30.56%
2.410
-0.79%
0.020
+44.96%
+11.89%
20,115.3
Asset Management
BFAM
Bright Horizons Family Solutions Inc
Bright Horizons Family Solutions Inc
21,004
2,668.3
-30.55%
2.410
-0.59%
0.040
-0.21%
+8.78%
6,903.6
Personal Services
BWIN
The Baldwin Insurance Group Inc
56,192
2,511.2
-20.81%
2.270
-0.33%
0.080
-10.45%
+4.31%
2,856.0
Insurance
CHE
Chemed Corp
4,034
2,482.2
-30.57%
2.240
-0.54%
0.030
-23.52%
-10.53%
6,922.4
Healthcare Providers & Services
EG
Everest Group Ltd
6,440
2,339.8
-24.91%
2.110
-0.45%
0.020
-6.17%
-5.82%
14,354.6
Insurance
ADC
Agree Realty Corp
29,444
2,272.8
-30.56%
2.050
-0.53%
0.030
-5.31%
+4.28%
7,918.0
REITs
COLD
Americold Realty Trust Inc
100,695
2,160.9
-9.53%
1.950
-0.13%
0.040
-16.07%
-19.18%
4,806.2
REITs
ONB
Old National Bancorp
98,545
2,088.2
-30.56%
1.880
-0.54%
0.030
+22.01%
+6.24%
8,419.6
Banks
SN
SharkNinja Inc
24,381
2,033.6
-37.81%
1.840
-0.83%
0.020
+54.32%
+10.15%
15,125.3
Furnishings, Fixtures & Appliances

William Blair Small-Mid Cap Core Fund's Historical Top Holdings Breakdowns

William Blair Small-Mid Cap Core Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CF
CF Industries Holdings Inc
2025-03-31
Sold Out
Sold Out
-1.43%
●
75.03 ($83.88) 97.25
$94.65
12.84%
Sold Out
0
-29,127
CIEN
Ciena Corp
2025-03-31
New Buy
New Buy
+1.14%
●
60.43 ($79.05) 98.18
$81.38
2.95%
New holding
20,868
20,868
WAY
Waystar Holding Corp
2025-03-31
New Buy
New Buy
+1.13%
●
35.27 ($39.58) 45.35
$39.34
-0.61%
New holding
33,492
33,492
PCTY
Paylocity Holding Corp
2025-03-31
New Buy
New Buy
+1.12%
●
183.21 ($199.78) 217.86
$184.62
-7.59%
New holding
6,628
6,628
PEN
Penumbra Inc
2025-03-31
Sold Out
Sold Out
-1.12%
●
237.28 ($270.5) 303.76
$251.06
-7.19%
Sold Out
0
-8,215
CADE
Cadence Bank
2025-03-31
New Buy
New Buy
+1.01%
●
29.1 ($33.13) 35.93
$34.68
4.68%
New holding
36,751
36,751
WAL
Western Alliance Bancorp
2025-03-31
Reduce
Reduce
-0.98%
●
72.65 ($84) 94
$85.10
1.31%
Reduce -46.69%
23,157
-20,283
CWST
Casella Waste Systems Inc
2025-03-31
Reduce
Reduce
-0.95%
●
104.2 ($109.42) 115.86
$113.40
3.64%
Reduce -56.48%
12,096
-15,701
AGYS
Agilysys Inc
2025-03-31
Sold Out
Sold Out
-0.93%
●
71.45 ($91.4) 134.56
$115.29
26.14%
Sold Out
0
-12,309
BWXT
BWX Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.88%
●
96.59 ($108.51) 128.46
$142.91
31.70%
Sold Out
0
-13,651

William Blair Small-Mid Cap Core Fund Total Holding History ($B)

To

William Blair Small-Mid Cap Core Fund's Asset Allocation

To

William Blair Small-Mid Cap Core Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

William Blair Small-Mid Cap Core Fund's Hypothetical Growth since 2025-03-31

William Blair Small-Mid Cap Core Fund's Yearly Returns

Year Portfolio % % Excess Gain %

William Blair Small-Mid Cap Core Fund's Holdings Heat Map

Size field:

William Blair Small-Mid Cap Core Fund's Holdings Bubble Chart

William Blair Small-Mid Cap Core Fund News

  • 1

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