WesMark Tactical Opportunity Fund (WMKTX)

WMKTX Holdings Information

WMKTX is a mutual fund with a total of 18 individual holdings.

• Total Holdings: 18
• Top 10 Percentage: 80.64%
• Asset Class: n/a
• Fund Category: Tactical Allocation
• Assets: 50.29M
• Forward PE Ratio: 16.64

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	AGG	iShares Core U.S. Aggregate Bond ETF	15.04%	75,252
2	n/a	iShares iBoxx $ Invmt Grade Corp Bd ETF	14.01%	63,538
3	MGV	Vanguard Mega Cap Value ETF	8.46%	29,941
4	GLD	SPDR Gold Shares	8.01%	10,101
5	ACWX	iShares MSCI ACWI ex U.S. ETF	7.94%	59,137
6	IWM	iShares Russell 2000 ETF	7.47%	15,170
7	CMDY	iShares Bloomberg Roll Select Commodity Strategy ETF	5.92%	60,700
8	VCSH	Vanguard Short-Term Corporate Bond ETF	5.47%	34,300
9	RSP	Invesco S&P 500 Equal Weight ETF	4.22%	11,000
10	IJR	iShares Core S&P Small Cap ETF	4.09%	17,000
11	VWO	Vanguard FTSE Emerging Markets ETF	4.02%	37,400
12	VGK	Vanguard FTSE Europe ETF	3.06%	18,300
13	n/a	iShares Biotechnology ETF	2.92%	8,647
14	n/a	State Street® CnsmrDiscSelSectSPDR®ETF	2.68%	11,200
15	IGV	iShares Expanded Tech-Software Sector ETF	2.54%	12,000
16	n/a	State Street® SPDR® S&P 500® ETF	2.49%	1,825
17	GOFXX	Federated Government Obligations Fund	1.65%	825,496
18	n/a	Cash	-0.00%	1,444