WesMark Large Company Fund (WMKGX)
23.84
-0.18
(-0.75%)
USD |
May 19 2026
WMKGX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.60% |
| Stock | 99.58% |
| Bond | 0.38% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.56% |
Market Capitalization
As of March 31, 2026
| Large | 83.27% |
| Mid | 11.23% |
| Small | 5.51% |
Region Exposure
| Americas | 98.23% |
|---|---|
|
North America
|
98.23% |
| Canada | 0.92% |
| United States | 97.31% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.92% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
1.92% |
| Switzerland | 0.76% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.15% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.90% |
| Materials |
|
2.21% |
| Consumer Discretionary |
|
11.02% |
| Financials |
|
10.71% |
| Real Estate |
|
0.96% |
| Sensitive |
|
57.49% |
| Communication Services |
|
12.24% |
| Energy |
|
3.90% |
| Industrials |
|
10.01% |
| Information Technology |
|
31.34% |
| Defensive |
|
16.76% |
| Consumer Staples |
|
3.57% |
| Health Care |
|
10.94% |
| Utilities |
|
2.25% |
| Not Classified |
|
0.85% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.85% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |