Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232942999
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
7 Mar 24
CORRESP
Correspondence with SEC
26 Dec 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Sep 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CEN
Annual report (registered investment company)
7 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
3 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Sep 22
N-PX
Annual report of proxy voting record
16 Aug 22
CORRESP
Correspondence with SEC
24 Mar 22
Latest ownership filings
NPORT-P
WesMark Tactical Opportunity Fund (Mar 2024 report)
13 May 24
NPORT-P
WesMark Large Company Fund (Mar 2024 report)
13 May 24
NPORT-P
WesMark Government Bond Fund (Mar 2024 report)
13 May 24
NPORT-P
WesMark Small Company Fund (Mar 2024 report)
13 May 24
NPORT-P
WesMark Balanced Fund (Mar 2024 report)
13 May 24
NPORT-P
WesMark West Virginia Municipal Bond Fund (Mar 2024 report)
13 May 24
NPORT-P
WesMark Large Company Fund (Dec 2023 report)
22 Feb 24
NPORT-P
WesMark Government Bond Fund (Dec 2023 report)
22 Feb 24
NPORT-P
WesMark Small Company Fund (Dec 2023 report)
22 Feb 24
NPORT-P
WesMark Tactical Opportunity Fund (Dec 2023 report)
22 Feb 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
WesMark Balanced Fund | WMBLX | -0.07 | 1.86 | 3.10 | 101.15 mm | 126 | Mar 2024 |
WesMark Government Bond Fund | WMBDX | 0.00 | -1.34 | 0.92 | 177.55 mm | 111 | Mar 2024 |
WesMark Large Company Fund | WMKGX | 1.85 | 4.86 | 2.56 | 339.00 mm | 61 | Mar 2024 |
WesMark Small Company Fund | WMKSX | -3.64 | 7.16 | 3.60 | 118.33 mm | 86 | Mar 2024 |
WesMark Tactical Opportunity Fund | WMKTX | 0.00 | 1.18 | 2.75 | 45.92 mm | 16 | Mar 2024 |
WesMark West Virginia Municipal Bond Fund | WMKMX | -0.46 | -0.04 | -0.24 | 87.77 mm | 111 | Mar 2024 |