WMKSX Mutual Fund
WMKSX Mutual Fund
WesMark Small Company Fund
WMKSX Mutual Fund Overview
WMKSX Mutual Fund (WesMark Small Company Fund) is managed by WesMark Funds with $176.4M in net assets. WMKSX expense ratio is 1.23%, holding 97 positions across sectors including Industrials, Health Care, Financials. Inception date: 1993-12-31.
WMKSX performance shows a YTD return of 23.95%. The 1-year return is 37.54% and the 5-year return is 17.79%. WMKSX dividend yield stands at 18.36%, paid annually.
WMKSX top holdings include Federated Government 2026-01-02 (4.2%), Digitalocean Holdings Inc (2.6%), Argan Ord (2.4%), Powell Industries Electrical Equipment (2.3%), Moog Inccommon Stock (2.3%). View all WMKSX holdings, sector breakdown, or dividend history.
WMKSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WMKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.