WesMark Tactical Opportunity Fund (WMKTX)

WMKTX Holdings Information

WMKTX is a mutual fund with a total of 19 individual holdings.

• Total Holdings: 19
• Top 10 Percentage: 79.88%
• Asset Class: n/a
• Fund Category: Tactical Allocation
• Assets: 50.29M
• Forward PE Ratio: n/a

Top 25 Holdings

As of Jun 30, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	AGG	iShares Core U.S. Aggregate Bond ETF	14.41%	75,652
2	n/a	ISHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF	14.32%	68,220
3	MGV	Vanguard Morningstar Mega Cap Value ETF	8.91%	28,341
4	ACWX	iShares MSCI ACWI ex U.S. ETF	8.15%	55,613
5	IWM	iShares Russell 2000 ETF	6.69%	11,570
6	CMDY	iShares Bloomberg Roll Select Commodity Strategy ETF	6.45%	60,700
7	GLD	SPDR Gold Shares	6.37%	8,986
8	VCSH	Vanguard Short-Term Corporate Bond ETF	5.22%	34,300
9	IJR	iShares Core S&P Small Cap ETF	4.85%	17,000
10	RSP	Invesco S&P 500 Equal Weight ETF	4.50%	11,000
11	VWO	Vanguard FTSE Emerging Markets ETF	4.30%	37,400
12	VGK	Vanguard FTSE Europe ETF	3.12%	18,300
13	IHI	iShares U.S. Medical Devices ETF	2.66%	28,000
14	n/a	State Street SPDR S&P 500 ETF Trust	2.62%	1,825
15	IGV	iShares Expanded Tech-Software Sector ETF	2.62%	15,000
16	n/a	SELECT SECTOR SPDR TRUST (THE) - Consumer Discretionary Select Sector SPDR Fund	2.53%	11,200
17	SPHY	State Street SPDR Portfolio High Yield Bond ETF	1.04%	23,000
18	SMIN	iShares MSCI India Small Cap ETF	1.03%	7,593
19	GOFXX	Federated Hermes Govt Obl Premier	0.57%	297,129

Data Source: Finnhub Last updated: Jun 30, 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:

Oct 15, 2026

Data Sources Report a data error