# Wellington Shields All-Cap Instl (WSACX)

> Source: Nexqual · https://nexqual.com/WSACX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, Wellington Shields All-Cap Instl (WSACX), nexqual.com/WSACX" · informational, not investment advice.

**Price:** USD 36.64 (-0.49% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 36.82 · day 36.64–36.64 · 52w 31.42–39.27 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +11.8% vs S&P 500 +13.4%; 5Y +43.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +11.8% | +43.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +11.8% | +7.6% |
| Volatility (annualized) | 18.7% | 17.0% |
| Max drawdown | -9.6% (Jan 2026→Mar 2026) | -28.3% (Nov 2021→Mar 2023) |

## Peers
VVILX (Vulcan Value Partners Fund Inst) USD 28.87 -0.00% · VVPLX (Vulcan Value Partners Fund) USD 30.56 +0.00% · WPVIX (Partners Value Fund Institution) USD 32.2 -0.00% · WPLCX (WP Large Cap Income Plus Fund C) USD 21.95 -0.00% · WOFRX (Wells Fargo Opportunity Fund R6) USD 67.86 -0.00%

## More
Full page: https://nexqual.com/WSACX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt