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 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
NPORT-P
WesMark Balanced Fund (Dec 2023 report)
22 Feb 24
NPORT-P
WesMark West Virginia Municipal Bond Fund (Dec 2023 report)
22 Feb 24
NPORT-P
WesMark Government Bond Fund (Sep 2023 report)
16 Nov 23
NPORT-P
WesMark Balanced Fund (Sep 2023 report)
16 Nov 23
NPORT-P
WesMark West Virginia Municipal Bond Fund (Sep 2023 report)
16 Nov 23
NPORT-P
WesMark Small Company Fund (Sep 2023 report)
16 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
WesMark Balanced Fund | WMBLX | 1.83 | -1.38 | -2.80 | 96.45 mm | 127 | Sep 2023 |
WesMark Government Bond Fund | WMBDX | -0.37 | -0.62 | -3.33 | 172.38 mm | 110 | Sep 2023 |
WesMark Large Company Fund | WMKGX | 3.89 | -1.67 | -4.83 | 295.60 mm | 67 | Sep 2023 |
WesMark Small Company Fund | WMKSX | 5.06 | 0.00 | -5.90 | 100.20 mm | 83 | Sep 2023 |
WesMark Tactical Opportunity Fund | WMKTX | 1.79 | -1.39 | -3.13 | 41.11 mm | 16 | Sep 2023 |
WesMark West Virginia Municipal Bond Fund | WMKMX | 0.19 | -1.59 | -3.61 | 88.03 mm | 119 | Sep 2023 |