# EDGAR Filing Document

**Accession Number:** 0000357204
**File Stem:** 0001580642-25-006811
**Filing Date:** 2025-10
**Character Count:** 19214
**Document Hash:** bba0f7f08f7c039d4b2fd973f6a604ea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001580642-25-006811.hdr.sgml**: 20251029

**ACCESSION NUMBER**: 0001580642-25-006811

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20251029

**DATE AS OF CHANGE**: 20251029

**EFFECTIVENESS DATE**: 20251029

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Segall Bryant & Hamill Trust
- **CENTRAL INDEX KEY:** 0000357204

**ORGANIZATION NAME:**
- **EIN:** 510263765
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-240059
- **FILM NUMBER:** 251429793

**BUSINESS ADDRESS:**
- **STREET 1:** C/O ULTIMUS FUND SOLUTIONS, LLC
- **STREET 2:** 225 PICTORIA DRIVE, SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246
- **BUSINESS PHONE:** 303-623-2577

**MAIL ADDRESS:**
- **STREET 1:** C/O ULTIMUS FUND SOLUTIONS, LLC
- **STREET 2:** 225 PICTORIA DRIVE, SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTCORE TRUST
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTCORE FUNDS INC
- **DATE OF NAME CHANGE:** 19860506

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUNMONT WEST FUND INC
- **DATE OF NAME CHANGE:** 19820520

## Series and Classes Contracts Data

### Segall Bryant & Hamill Plus Bond Fund (Series ID: S000006744)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Plus Bond Fund-Retail Class        | WTIBX         | C000018311 |
| Segall Bryant & Hamill Plus Bond Fund-Institutional Class | WIIBX         | C000052673 |

---

### Segall Bryant & Hamill Colorado Tax Free Fund (Series ID: S000006745)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                        | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Colorado Tax Free Fund-Retail Class        | WTCOX         | C000018312 |
| Segall Bryant & Hamill Colorado Tax Free Fund-Institutional Class | WICOX         | C000169263 |

---

### Segall Bryant & Hamill Global All Cap Fund (Series ID: S000006749)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                     | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Global All Cap Fund-Retail Class        | WTMVX         | C000018316 |
| Segall Bryant & Hamill Global All Cap Fund-Institutional Class | WIMVX         | C000052675 |

---

### Segall Bryant & Hamill Quality High Yield Fund (Series ID: S000006753)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                         | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Quality High Yield Fund-Retail Class        | WTLTX         | C000018320 |
| Segall Bryant & Hamill Quality High Yield Fund-Institutional Class | WILTX         | C000052678 |

---

### Segall Bryant & Hamill Small Cap Growth Fund (Series ID: S000043443)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                       | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Growth Fund-Retail Class        | WTSGX         | C000134695 |
| Segall Bryant & Hamill Small Cap Growth Fund-Institutional Class | WISGX         | C000134696 |

---

### Segall Bryant & Hamill Municipal Opportunities Fund (Series ID: S000055877)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Municipal Opportunities Fund-Retail Class        | WTTAX         | C000176020 |
| Segall Bryant & Hamill Municipal Opportunities Fund-Institutional Class | WITAX         | C000176021 |

---

### Segall Bryant & Hamill Short Term Plus Fund (Series ID: S000063758)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                      | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Short Term Plus Fund-Retail Class        | SBHPX         | C000206635 |
| Segall Bryant & Hamill Short Term Plus Fund-Institutional Class | SBAPX         | C000206636 |

---

### Segall Bryant & Hamill All Cap Fund (Series ID: S000065429)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill All Cap Fund-Retail Class        | SBRAX         | C000211581 |
| Segall Bryant & Hamill All Cap Fund-Institutional Class | SBHAX         | C000211582 |

---

### Segall Bryant & Hamill Emerging Markets Fund (Series ID: S000065430)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                       | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Emerging Markets Fund-Retail Class        | SBHEX         | C000211583 |
| Segall Bryant & Hamill Emerging Markets Fund-Institutional Class | SBEMX         | C000211584 |

---

### Segall Bryant & Hamill International Small Cap Fund (Series ID: S000065431)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill International Small Cap Fund-Retail Class        | SBHSX         | C000211585 |
| Segall Bryant & Hamill International Small Cap Fund-Institutional Class | SBSIX         | C000211586 |

---

### Segall Bryant & Hamill Small Cap Value Fund (Series ID: S000065432)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                      | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Value Fund-Institutional Class | SBHVX         | C000211587 |
| Segall Bryant & Hamill Small Cap Value Fund-Retail Class        | SBRVX         | C000211588 |

---

### Segall Bryant & Hamill Small Cap Core Fund (Series ID: S000067438)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                     | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Core Fund-Retail Class        | SBHCX         | C000216810 |
| Segall Bryant & Hamill Small Cap Core Fund-Institutional Class | SBASX         | C000216811 |

---

### Segall Bryant & Hamill Select Equity ETF (Series ID: S000080591)

---

|  |  |  |
|:---|:---|:---|
| Class Name                               | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Select Equity ETF | USSE          | C000243104 |

---

### Barrett Opportunity Fund (Series ID: S000081721)

---

|  |  |  |
|:---|:---|:---|
| Class Name                            | Ticker Symbol | Class ID   |
| Barrett Opportunity Fund Retail Class | SAOPX         | C000244699 |

---

### BARRETT GROWTH FUND (Series ID: S000081723)

---

|  |  |  |
|:---|:---|:---|
| Class Name                       | Ticker Symbol | Class ID   |
| BARRETT GROWTH FUND Retail Class | BGRWX         | C000244704 |

---

### Segall Bryant & Hamill International Equity Fund (Series ID: S000083239)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                             | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill International Equity Fund - Institutional Class | CIEQX         | C000246765 |
| Segall Bryant & Hamill International Equity Fund - Retail Class        | CIQRX         | C000246766 |

---

## Series and Classes Contracts Data

### Segall Bryant & Hamill Plus Bond Fund (Series ID: S000006744)

| Class ID   | Class Name                                                | Ticker Symbol   |
|:---|:---|:---|
| C000018311 | Segall Bryant & Hamill Plus Bond Fund-Retail Class        | WTIBX           |
| C000052673 | Segall Bryant & Hamill Plus Bond Fund-Institutional Class | WIIBX           |

### Segall Bryant & Hamill Colorado Tax Free Fund (Series ID: S000006745)

| Class ID   | Class Name                                                        | Ticker Symbol   |
|:---|:---|:---|
| C000018312 | Segall Bryant & Hamill Colorado Tax Free Fund-Retail Class        | WTCOX           |
| C000169263 | Segall Bryant & Hamill Colorado Tax Free Fund-Institutional Class | WICOX           |

### Segall Bryant & Hamill Global All Cap Fund (Series ID: S000006749)

| Class ID   | Class Name                                                     | Ticker Symbol   |
|:---|:---|:---|
| C000018316 | Segall Bryant & Hamill Global All Cap Fund-Retail Class        | WTMVX           |
| C000052675 | Segall Bryant & Hamill Global All Cap Fund-Institutional Class | WIMVX           |

### Segall Bryant & Hamill Quality High Yield Fund (Series ID: S000006753)

| Class ID   | Class Name                                                         | Ticker Symbol   |
|:---|:---|:---|
| C000018320 | Segall Bryant & Hamill Quality High Yield Fund-Retail Class        | WTLTX           |
| C000052678 | Segall Bryant & Hamill Quality High Yield Fund-Institutional Class | WILTX           |

### Segall Bryant & Hamill Small Cap Growth Fund (Series ID: S000043443)

| Class ID   | Class Name                                                       | Ticker Symbol   |
|:---|:---|:---|
| C000134695 | Segall Bryant & Hamill Small Cap Growth Fund-Retail Class        | WTSGX           |
| C000134696 | Segall Bryant & Hamill Small Cap Growth Fund-Institutional Class | WISGX           |

### Segall Bryant & Hamill Municipal Opportunities Fund (Series ID: S000055877)

| Class ID   | Class Name                                                              | Ticker Symbol   |
|:---|:---|:---|
| C000176020 | Segall Bryant & Hamill Municipal Opportunities Fund-Retail Class        | WTTAX           |
| C000176021 | Segall Bryant & Hamill Municipal Opportunities Fund-Institutional Class | WITAX           |

### Segall Bryant & Hamill Short Term Plus Fund (Series ID: S000063758)

| Class ID   | Class Name                                                      | Ticker Symbol   |
|:---|:---|:---|
| C000206635 | Segall Bryant & Hamill Short Term Plus Fund-Retail Class        | SBHPX           |
| C000206636 | Segall Bryant & Hamill Short Term Plus Fund-Institutional Class | SBAPX           |

### Segall Bryant & Hamill All Cap Fund (Series ID: S000065429)

| Class ID   | Class Name                                              | Ticker Symbol   |
|:---|:---|:---|
| C000211581 | Segall Bryant & Hamill All Cap Fund-Retail Class        | SBRAX           |
| C000211582 | Segall Bryant & Hamill All Cap Fund-Institutional Class | SBHAX           |

### Segall Bryant & Hamill Emerging Markets Fund (Series ID: S000065430)

| Class ID   | Class Name                                                       | Ticker Symbol   |
|:---|:---|:---|
| C000211583 | Segall Bryant & Hamill Emerging Markets Fund-Retail Class        | SBHEX           |
| C000211584 | Segall Bryant & Hamill Emerging Markets Fund-Institutional Class | SBEMX           |

### Segall Bryant & Hamill International Small Cap Fund (Series ID: S000065431)

| Class ID   | Class Name                                                              | Ticker Symbol   |
|:---|:---|:---|
| C000211585 | Segall Bryant & Hamill International Small Cap Fund-Retail Class        | SBHSX           |
| C000211586 | Segall Bryant & Hamill International Small Cap Fund-Institutional Class | SBSIX           |

### Segall Bryant & Hamill Small Cap Value Fund (Series ID: S000065432)

| Class ID   | Class Name                                                      | Ticker Symbol   |
|:---|:---|:---|
| C000211587 | Segall Bryant & Hamill Small Cap Value Fund-Institutional Class | SBHVX           |
| C000211588 | Segall Bryant & Hamill Small Cap Value Fund-Retail Class        | SBRVX           |

### Segall Bryant & Hamill Small Cap Core Fund (Series ID: S000067438)

| Class ID   | Class Name                                                     | Ticker Symbol   |
|:---|:---|:---|
| C000216810 | Segall Bryant & Hamill Small Cap Core Fund-Retail Class        | SBHCX           |
| C000216811 | Segall Bryant & Hamill Small Cap Core Fund-Institutional Class | SBASX           |

### Segall Bryant & Hamill Select Equity ETF (Series ID: S000080591)

| Class ID   | Class Name                               | Ticker Symbol   |
|:---|:---|:---|
| C000243104 | Segall Bryant & Hamill Select Equity ETF | USSE            |

### Barrett Opportunity Fund (Series ID: S000081721)

| Class ID   | Class Name                            | Ticker Symbol   |
|:---|:---|:---|
| C000244699 | Barrett Opportunity Fund Retail Class | SAOPX           |

### BARRETT GROWTH FUND (Series ID: S000081723)

| Class ID   | Class Name                       | Ticker Symbol   |
|:---|:---|:---|
| C000244704 | BARRETT GROWTH FUND Retail Class | BGRWX           |

### Segall Bryant & Hamill International Equity Fund (Series ID: S000083239)

| Class ID   | Class Name                                                             | Ticker Symbol   |
|:---|:---|:---|
| C000246765 | Segall Bryant & Hamill International Equity Fund - Institutional Class | CIEQX           |
| C000246766 | Segall Bryant & Hamill International Equity Fund - Retail Class        | CIQRX           |

![A close-up of a sign Description automatically generated](image_001.gif)

**SEGALL BRYANT & HAMILL TRUST**

**Segall Bryant & Hamill Small Cap Value Fund**

**Segall Bryant & Hamill Small Cap Growth Fund**

**Segall Bryant & Hamill Small Cap Core Fund**

**Segall Bryant & Hamill All Cap Fund**

**Segall Bryant & Hamill Emerging Markets Fund**

**Segall Bryant & Hamill International Small Cap Fund**

**Segall Bryant & Hamill International Equity Fund**

**Segall Bryant & Hamill Global All Cap Fund**

**Segall Bryant & Hamill Short Term Plus Fund**

**Segall Bryant & Hamill Plus Bond Fund**

**Segall Bryant & Hamill Quality High Yield Fund**

**Segall Bryant & Hamill Municipal Opportunities Fund**

**Segall Bryant & Hamill Colorado Tax Free Fund**

**Barrett Growth Fund**

**Barrett Opportunity Fund**

**(the "Funds")**

**Supplement dated October 29, 2025 to the**

**Statement of Additional Information ("SAI"), dated April 30, 2025, as supplemented**

**This supplement provides new and additional information beyond that which is contained in the SAI and should be read in conjunction with the SAI for each Fund.**

Effective after the close of business on October 15, 2025, Lloyd "Chip" Voneiff no longer serves as a Trustee of the Trust. Accordingly, all references in the SAI to Mr. Voneiff are deleted in their entirety.

Effective as of October 27, 2025, the second and third paragraphs of the "Standing Board Committees" section on page 55 of the SAI are deleted and replaced as follows:

"The Investment Review Committee is responsible for reviewing, in an oversight capacity, the investment activities of the Funds. The Investment Review Committee is comprised of Messrs. Abood (Chairperson), DeTore, and Pederson. The Investment Review Committee met four times during the fiscal year ended December 31, 2024.

The Audit Committee annually considers such matters pertaining to the Trust's books of account, financial records, internal accounting controls and changes in accounting principles or practices as the Trustees may from time to time determine. The Committee considers the engagement and compensation of the Independent Public Accounting Firm. The Committee ensures receipt from the Independent Public Accounting Firm of a formal

written statement delineating relationships between the Independent Public Accounting Firm and the Trust, consistent with applicable auditing standards. The Committee also meets with the Independent Public Accounting Firm at least once each year outside the presence of management representatives to review the scope and results of the audit and typically meets quarterly or otherwise as requested by the Committee's Chairperson or the Independent Public Accounting Firm. This Committee is also responsible for receiving reports of evidence of Material Violations, as defined under the committee guidelines, determining whether an investigation is necessary with respect to any such report and, if deemed necessary or appropriate, investigating and recommending an appropriate response thereto. The Audit Committee comprises Ms. Burns (Chairperson), Ms. Teague, and Mr. Smith. The Audit Committee met four times during the fiscal year ended December 31, 2024."

**Please retain this supplement with your Statement of Addi**ti**onal Informa**ti**on.**

![A close-up of a sign Description automatically generated](image_001.gif)

**SEGALL BRYANT & HAMILL TRUST**

**Segall Bryant & Hamill Select Equity ETF**

**(the "Fund")**

**Supplement dated October 29, 2025 to the**

**Statement of Additional Information ("SAI"), dated April 30, 2025, as supplemented**

**This supplement provides new and additional information beyond that which is contained in the SAI and should be read in conjunction with the SAI for the Fund.**

Effective after the close of business on October 15, 2025, Lloyd "Chip" Voneiff no longer serves as a Trustee of the Trust. Accordingly, all references in the SAI to Mr. Voneiff are deleted in their entirety.

Effective as of October 27, 2025, the second and third paragraphs of the "Standing Board Committees" section on page 44 of the SAI are deleted and replaced as follows:

"The Investment Review Committee is responsible for reviewing, in an oversight capacity, the investment activities of the Funds. The Investment Review Committee is comprised of Messrs. Abood (Chairperson), DeTore, and Pederson. The Investment Review Committee met four times during the fiscal year ended December 31, 2024.

The Audit Committee annually considers such matters pertaining to the Trust's books of account, financial records, internal accounting controls and changes in accounting principles or practices as the Trustees may from time to time determine. The Committee considers the engagement and compensation of the Independent Public Accounting Firm. The Committee ensures receipt from the Independent Public Accounting Firm of a formal written statement delineating relationships between the Independent Public Accounting Firm and the Trust, consistent with applicable auditing standards. The Committee also meets with the Independent Public Accounting Firm at least once each year outside the presence of management representatives to review the scope and results of the audit and typically meets quarterly or otherwise as requested by the Committee's Chairperson or the Independent Public Accounting Firm. This Committee is also responsible for receiving reports of evidence of Material Violations, as defined under the committee guidelines, determining whether an investigation is necessary with respect to any such report and, if deemed necessary or appropriate, investigating and recommending an appropriate response thereto. The Audit Committee comprises Ms. Burns (Chairperson), Ms. Teague, and Mr. Smith. The Audit Committee met four times during the fiscal year ended December 31, 2024."

**Please retain this supplement with your Statement of Addi**ti**onal Informa**ti**on.**