WIMVXETF / FundSBH GLOBAL ALL CAP FUND
Verdicts genuinely change. Free email alert the moment WIMVX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
SBH GLOBAL ALL CAP FUND · Segall Bryant & Hamill Trust
50 holdings
NON-COMPLIANT 15.64% of portfolio weight is in non-compliant holdings, over the 5% threshold.
50 holdings, 48 matched (94% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
4.34% of this portfolio’s income is non-permissible — weighted across holdings, computed over 89% of portfolio weight (45 of 50 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
65.0% compliant 11.7% questionable 15.6% non-compliant 5.6% unscreened
All holdings (50)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA CORP | COMPLIANT | 3.95% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| GOOG ALPHABET INC | QUESTIONABLE | 3.64% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| PANW PALO ALTO NETWORKS INC | COMPLIANT | 3.59% | AAOIFI0.3% Usmani1.6% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic1.6% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 3.15% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| MRVL MARVELL TECHNOLOGY INC | COMPLIANT | 3.02% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| FLEX FLEX LTD | COMPLIANT | 2.99% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 2.97% | no in-house ratios for this holding |
| ATI ATI INC | COMPLIANT | 2.91% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GL GLOBE LIFE INC | NON_COMPLIANT | 2.74% | AAOIFI22.0% Usmani9.3% Dow Jones Islamic27.1% S&P Shariah28.2% MSCI Islamic9.3% MSCI Islamic M-Series28.2% FTSE Shariah9.3% |
| IFX.DE INFINEON TECHNOLOGIES AG | COMPLIANT | 2.73% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| D'IETEREN GROUP NV/SA | UNSCREENED | 2.60% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 2.56% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| SAFRY SAFRAN SA | COMPLIANT | 2.53% | AAOIFI3.9% Usmani9.9% Dow Jones Islamic19.4% S&P Shariah22.2% MSCI Islamic8.6% MSCI Islamic M-Series22.2% FTSE Shariah8.6% |
| AAPL APPLE INC | COMPLIANT | 2.51% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MPWR MONOLITHIC POWER SYSTEMS INC | COMPLIANT | 2.49% | AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PWR QUANTA SERVICES INC | COMPLIANT | 2.47% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| LOTB.BR LOTUS BAKERIES NV | COMPLIANT | 2.35% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| V VISA INC | COMPLIANT | 2.32% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 2.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| IHG INTERCONTINENTAL HOTELS GROUP PLC | NON_COMPLIANT | 2.19% | AAOIFI18.2% Usmani78.6% Dow Jones Islamic19.5% S&P Shariah21.3% MSCI Islamic78.6% MSCI Islamic M-Series21.3% FTSE Shariah78.6% |
| SU SUNCOR ENERGY INC | COMPLIANT | 2.18% | AAOIFI13.4% Usmani21.2% Dow Jones Islamic19.8% S&P Shariah21.8% MSCI Islamic16.1% MSCI Islamic M-Series21.8% FTSE Shariah16.1% |
| ANET ARISTA NETWORKS INC | COMPLIANT | 2.06% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SU.PA SCHNEIDER ELECTRIC SE | COMPLIANT | 2.04% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| ENR.DE SIEMENS ENERGY AG | COMPLIANT | 2.04% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| RGA REINSURANCE GROUP OF AMERICA INC | NON_COMPLIANT | 1.85% | AAOIFI34.5% Usmani3.4% Dow Jones Islamic42.7% S&P Shariah45.0% MSCI Islamic3.4% MSCI Islamic M-Series45.0% FTSE Shariah3.4% |
| LLY ELI LILLY & COMPANY | COMPLIANT | 1.76% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| APH AMPHENOL CORP | NON_COMPLIANT | 1.65% | AAOIFI9.5% Usmani42.0% Dow Jones Islamic13.3% S&P Shariah16.1% MSCI Islamic42.0% MSCI Islamic M-Series16.1% FTSE Shariah42.0% |
| RACE.MI FERRARI NV | COMPLIANT | 1.52% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CVX CHEVRON CORP | COMPLIANT | 1.43% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| LIN LINDE PLC | COMPLIANT | 1.43% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| BC.MI BRUNELLO CUCINELLI SPA | COMPLIANT | 1.42% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| DOL.TO DOLLARAMA INC | COMPLIANT | 1.41% | AAOIFI11.7% Usmani108.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic71.4% MSCI Islamic M-Seriespass FTSE Shariah71.4% |
| AZN ASTRAZENECA PLC | COMPLIANT | 1.33% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CDNS CADENCE DESIGN SYSTEMS INC | COMPLIANT | 1.30% | AAOIFI0.3% Usmani1.9% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| FITB FIFTH THIRD BANCORP | NON_COMPLIANT | 1.29% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| FDR.MC FLUIDRA SA | NON_COMPLIANT | 1.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LONN.SW LONZA GROUP AG | COMPLIANT | 1.27% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CPG.L COMPASS GROUP PLC | COMPLIANT | 1.25% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SPOT SPOTIFY TECHNOLOGY SA | NON_COMPLIANT | 1.25% | AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7% |
| MSI MOTOROLA SOLUTIONS INC | COMPLIANT | 1.25% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| COST COSTCO WHOLESALE CORP | QUESTIONABLE | 1.19% | AAOIFI2.0% Usmani11.4% Dow Jones Islamic2.1% S&P Shariah2.2% MSCI Islamic9.8% MSCI Islamic M-Series2.2% FTSE Shariah6.9% |
| VIK VIKING HOLDINGS LTD | NON_COMPLIANT | 1.18% | AAOIFI14.6% Usmani46.3% Dow Jones Islamic19.5% S&P Shariah21.5% MSCI Islamic46.3% MSCI Islamic M-Series21.5% FTSE Shariah46.3% |
| META META PLATFORMS INC | QUESTIONABLE | 1.17% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| CBRE CBRE GROUP INC | COMPLIANT | 1.16% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| PH PARKER-HANNIFIN CORP | COMPLIANT | 1.12% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| TMO THERMO FISHER SCIENTIFIC INC | COMPLIANT | 1.10% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | COMPLIANT | 1.06% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| WCN WASTE CONNECTIONS INC | COMPLIANT | 1.06% | AAOIFI16.4% Usmani44.9% Dow Jones Islamic21.4% S&P Shariah22.2% MSCI Islamic44.9% MSCI Islamic M-Series22.2% FTSE Shariah43.4% |
| TT TRANE TECHNOLOGIES PLC | COMPLIANT | 1.05% | AAOIFI4.5% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.5% MSCI Islamic19.3% MSCI Islamic M-Series5.5% FTSE Shariah19.3% |
| IDXX IDEXX LABORATORIES INC | COMPLIANT | 0.94% | AAOIFI1.4% Usmani16.8% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic16.8% MSCI Islamic M-Series1.3% FTSE Shariah13.1% |
The published standards disagree about this fund by 23 points of portfolio weight — 77.7% of it passes AAOIFI, 55.1% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 77.7% ratios fail on 9.4% 10.9% not rated under AAOIFI
ratios pass on 62.4% ratios fail on 23.4% 12.1% not rated under Usmani
ratios pass on 75.2% ratios fail on 11.9% 10.9% not rated under Dow Jones Islamic
ratios pass on 75.2% ratios fail on 11.9% 10.9% not rated under S&P Shariah
ratios pass on 55.1% ratios fail on 27.1% 15.8% not rated under MSCI Islamic
ratios pass on 75.2% ratios fail on 11.9% 10.9% not rated under MSCI Islamic M-Series
ratios pass on 62.4% ratios fail on 23.4% 12.1% not rated under FTSE Shariah
48 of 50 listed holdings carry our own per-methodology verdicts (92% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 36 (70% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| GL GLOBE LIFE INC | 2.74% |
| ISP.MI INTESA SANPAOLO SPA | 2.20% |
| IHG INTERCONTINENTAL HOTELS GROUP PLC | 2.19% |
| RGA REINSURANCE GROUP OF AMERICA INC | 1.85% |
| APH AMPHENOL CORP | 1.65% |
| FITB FIFTH THIRD BANCORP | 1.29% |
| FDR.MC FLUIDRA SA | 1.29% |
| SPOT SPOTIFY TECHNOLOGY SA | 1.25% |
| VIK VIKING HOLDINGS LTD | 1.18% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
SBH GLOBAL ALL CAP FUND (WIMVX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| NVDANVIDIA CORP | 3.95% | Compliant |
| GOOGALPHABET INC | 3.64% | Questionable |
| PANWPALO ALTO NETWORKS INC | 3.59% | Compliant |
| MSFTMICROSOFT CORP | 3.15% | Questionable |
| MRVLMARVELL TECHNOLOGY INC | 3.02% | Compliant |
| FLEXFLEX LTD | 2.99% | Compliant |
| JP MORGAN CHASE & COMPANYnot matched to a ticker | 2.97% | Not screened |
| ATIATI INC | 2.91% | Compliant |
| GLGLOBE LIFE INC | 2.74% | Non-compliant |
| IFX.DEINFINEON TECHNOLOGIES AG | 2.73% | Compliant |
Top 10 of 50 holdings, 31.7% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- GOOGquestionable3.64%
- MSFTquestionable3.15%
- JP MORGAN CHASE & COMPANYnot screened2.97%
- GLnon-compliant2.74%
- D'IETEREN GROUP NV/SAnot screened2.60%
- AMZNquestionable2.56%
What changed, and when
Verdict history for WIMVX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for WIMVX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 46.90 | NEUTRAL |
| Stochastic %K (14) | 39.58 | NEUTRAL |
| CCI (20) | -69.62 | NEUTRAL |
| Williams %R (14) | -60.42 | NEUTRAL |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | -1.91 | SELL |
| Momentum (10) | -0.26 | SELL |
| EMA (10) | 13.37 | SELL |
| SMA (10) | 13.38 | SELL |
| EMA (20) | 13.42 | SELL |
| SMA (20) | 13.47 | SELL |
| EMA (30) | 13.43 | SELL |
| SMA (30) | 13.45 | SELL |
| EMA (50) | 13.41 | SELL |
| SMA (50) | 13.45 | SELL |
| EMA (100) | 13.23 | BUY |
| SMA (100) | 13.34 | BUY |
| EMA (200) | 12.70 | BUY |
| SMA (200) | 12.68 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.