WesMark Small Company FundWMKSX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$155.1M
Expense ratio
1.33%
1-year return
+29.9%
3 years, a year
+19.6%
5 years, a year
+9.2%
Holdings
97
What it aims to do.
The WesMark Small Company Fund (the ?Fund?) seeks to achieve capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Money Market Obligations Trust | 4.17% |
| DOCN DigitalOcean Holdings Inc | 2.56% |
| AGX Argan Inc | 2.42% |
| POWL Powell Industries Inc. | 2.27% |
| MOG-A Moog Inc. | 2.26% |
| GVA Granite Construction Inc | 2.23% |
| FBNC First Bancorp | 2.18% |
| AIT Applied Industrial Technologies Inc. | 2.05% |
| VVV Valvoline Inc | 1.91% |
| ATMU Atmus Filtration Technologies Inc. | 1.77% |
More on WMKSX.
- WMKSX overview
- WMKSX holdings
- WMKSX risk
- WMKSX costs
- WMKSX money in and out
- WMKSX share classes
- Compare WMKSX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.