WesMark Small Company Fund
WMKSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Bank Plaza Wheeling WV United States of America 26003
- IPO Date
- Dec 31, 1993
- CIK
- 0001007226
- Website
- wesmarkfunds.com
- Similar Companies
- Business
- WesMark Small Company Fund (WMKSX) is an open-end mutual fund that seeks capital appreciation by investing primarily in equity securities of small-capitalization companies exhibiting prospects for above-average growth potential or undergoing significant company or industry changes, such as new products, services, methods of distribution, or overall business restructuring; it maintains an actively managed portfolio focused on rapidly growing companies in high-growth sectors with sustainable competitive advantages and reasonable valuations. The fund commits at least 80% of its net assets to such small-cap equities, typically within the market capitalization range of the Russell 2000 Index, with holdings diversified across sectors including industrials, technology, healthcare, and financial services; top holdings as of recent data include companies like Sprouts Farmers Market Inc., Moog Inc., and Applied Industrial Technologies Inc. Launched with performance inception on December 31, 1993, as the successor to a common trust fund, and commencing operations on August 8, 2000, the fund is managed by WesBanco Investment Department, a division of WesBanco Bank, Inc., with lead portfolio manager Robert "Bob" McGee, CFA, who assumed responsibility in March 2024 after joining WesBanco Trust and Investment Services in 2023. WesMark Funds, the broader family including WMKSX alongside the Large Company Fund, Balanced Fund, Government Bond Fund, West Virginia Municipal Bond Fund, and Tactical Opportunity Fund, operates under WesBanco, Inc., a multi-state bank holding company founded in 1870 and headquartered in Wheeling, West Virginia, with administrative offices in Cincinnati, Ohio. Recent major changes include a portfolio manager transition to Bob McGee as lead in early 2024; name change of the fund from WesMark Small Company Growth Fund prior to July 23, 2021; and effective May 19, 2025, the appointment of Ultimus Fund Solutions, LLC as administrator and transfer agent, and Ultimus Fund Distributors, LLC as principal underwriter and distributor. The fund targets growth-oriented investors seeking exposure to U.S. small-cap stocks, with total net assets of approximately $139.62 million, a net expense ratio of 1.23%, and availability primarily in the United States.