WesMark Large Company Fund (WMKGX)
21.04
-0.09
(-0.43%)
USD |
Mar 19 2026
WMKGX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.35% |
| Stock | 99.49% |
| Bond | 0.22% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.07% |
Market Capitalization
As of December 31, 2025
| Large | 83.15% |
| Mid | 11.16% |
| Small | 5.69% |
Region Exposure
| Americas | 97.81% |
|---|---|
|
North America
|
97.81% |
| Canada | 1.16% |
| United States | 96.65% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.95% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
1.95% |
| Switzerland | 0.96% |
|
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 | 0.24% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.56% |
| Materials |
|
1.87% |
| Consumer Discretionary |
|
11.63% |
| Financials |
|
12.15% |
| Real Estate |
|
0.91% |
| Sensitive |
|
57.10% |
| Communication Services |
|
12.34% |
| Energy |
|
3.44% |
| Industrials |
|
8.36% |
| Information Technology |
|
32.96% |
| Defensive |
|
15.78% |
| Consumer Staples |
|
3.23% |
| Health Care |
|
10.61% |
| Utilities |
|
1.93% |
| Not Classified |
|
0.57% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.57% |
As of December 31, 2025
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 | -- |