WesMark Small Company Fund (WMKSX) Research

This fund aims to invest primarily in equity securities of smaller companies, allocating a minimum of 80% of its net assets to such holdings. The adviser, WesBanco Investment Department (a division of WesBanco Bank, Inc.), builds a diversified portfolio by defining small companies as those whose market capitalization, at the time of investment, does not exceed that of companies found in either the Russell 2000® Index or the Standard & Poor's SmallCap 600® Index.

Market snapshot

Symbol
WMKSX
Price
$17.62
Day change
+1.67%
Market cap
$175.1M
52-week range
14.56-18.52
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Allspring C&B Large Cap Value Fund (CBLSX)
  • The Korea Fund, Inc. (KF)
  • Nuveen New York Municipal Value Fund (NNY)
  • Pin Oak Equity Fund (POGSX)
  • Paradigm Micro-Cap Fund (PVIVX)
  • Special Opportunities Fund, Inc. (SPE)
  • PGIM Quant Solutions Mid-Cap Value Fund Class Z (SPVZX)
  • T. Rowe Price Target Retirement 2015 Fund (TRRTX)

Open WesMark Small Company Fund (WMKSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.