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: 80.24%
• Asset Class: n/a
• Fund Category: Tactical Allocation
• Assets: 50.29M
• Forward PE Ratio: 16.09

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	n/a	iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF	14.83%	68,220
2	AGG	iShares Core U.S. Aggregate Bond ETF	12.90%	65,152
3	MGV	Vanguard Mega Cap Value ETF	8.66%	29,941
4	GLD	SPDR Gold Shares	7.71%	8,986
5	ACWX	iShares MSCI ACWI ex U.S. ETF	7.60%	55,613
6	IWM	iShares Russell 2000 ETF	7.50%	15,170
7	CMDY	iShares Bloomberg Roll Select Commodity Strategy ETF	7.19%	60,700
8	VCSH	Vanguard Short-Term Corporate Bond ETF	5.42%	34,300
9	IJR	iShares Core S&P Small Cap ETF	4.22%	17,000
10	RSP	Invesco S&P 500 Equal Weight ETF	4.21%	11,000
11	VWO	Vanguard FTSE Emerging Markets ETF	4.03%	37,400
12	VGK	Vanguard FTSE Europe ETF	3.01%	18,300
13	n/a	iShares Trust - iShares Biotechnology ETF	2.91%	8,647
14	XLY	State Street Consumer Discretionary Select Sector SPDR ETF	2.43%	11,200
15	IGV	iShares Expanded Tech-Software Sector ETF	2.40%	15,000
16	n/a	State Street SPDR S&P 500 ETF Trust	2.37%	1,825
17	GOIXX	Federated Government Obligations Fund	2.08%	1,045,014
18	SMIN	iShares MSCI India Small Cap ETF	0.47%	3,893

Data Source: Finnhub Last updated: Mar 31, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 10, 2026

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