WMKTX
WesMark Tactical Opportunity Fund
1W: -1.0%
1M: -3.3%
3M: -2.0%
YTD: +4.1%
1Y: +2.6%
3Y: +32.8%
5Y: +20.5%
$13.38
+0.02 (+0.15%)
Weekly Expected Move ±0.9%
$13
$13
$13
$13
$14
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
15 changes · Page 1 of 1
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | IGV | IGV | New | — | 12000 shares |
| 2026-02-28 | GLD | GLD | New | — | 10226 shares |
| 2026-02-28 | IWM | IWM | New | — | 27632 shares |
| 2026-02-28 | LQD | LQD | New | — | 59038 shares |
| 2026-02-28 | XLY | XLY | New | — | 5600 shares |
| 2026-02-28 | RSP | RSP | New | — | 11000 shares |
| 2026-02-28 | VWO | VWO | New | — | 28200 shares |
| 2026-02-28 | VGK | VGK | New | — | 18300 shares |
| 2026-02-28 | VCSH | VCSH | New | — | 21500 shares |
| 2026-02-28 | ACWX | ACWX | New | — | 59137 shares |
| 2026-02-28 | IBB | IBB | New | — | 8647 shares |
| 2026-02-28 | MGV | MGV | New | — | 37341 shares |
| 2026-02-28 | SPY | SPY | New | — | 4750 shares |
| 2026-02-28 | AGG | AGG | New | — | 65252 shares |
| 2026-02-28 | CMDY | CMDY | New | — | 60700 shares |