WesMark Large Company Fund (WMKGX)
25.27
-0.10
(-0.39%)
USD |
Sep 15 2026
WMKGX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.27% |
| Stock | 99.82% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.09% |
Market Capitalization
As of June 30, 2026
| Large | 82.18% |
| Mid | 10.56% |
| Small | 7.26% |
Region Exposure
| Americas | 98.50% |
|---|---|
|
North America
|
98.50% |
| Canada | 0.85% |
| United States | 97.65% |
|
Latin America
|
0.00% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.58% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
1.58% |
| Switzerland | 0.66% |
|
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 | -0.09% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.33% |
| Materials |
|
2.06% |
| Consumer Discretionary |
|
9.49% |
| Financials |
|
10.76% |
| Real Estate |
|
1.02% |
| Sensitive |
|
58.18% |
| Communication Services |
|
11.73% |
| Energy |
|
2.82% |
| Industrials |
|
9.06% |
| Information Technology |
|
34.57% |
| Defensive |
|
17.87% |
| Consumer Staples |
|
3.86% |
| Health Care |
|
11.25% |
| Utilities |
|
2.77% |
| Not Classified |
|
0.62% |
| Non Classified Equity |
|
0.62% |
As of June 30, 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 | -- |