WesMark Small Company Fund (WMKSX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.23: the stock has moved about 23% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerWesMark Small Company Fund (WMKSX) trades at $16.54. WesMark Small Company Fund (WMKSX) invests primarily in equity securities of small-capitalization companies. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for WMKSX: WMKSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
WesMark Small Company Fund (WMKSX) Financial Services Profile
WesMark Small Company Fund (WMKSX) focuses on diversified investments in small-cap companies, mirroring the Russell 2000 and S&P 600 indices. Managed by WesBanco Investment Department, the fund targets companies with market capitalizations within these index parameters, offering investors exposure to small-cap equity markets.
What Is the Investment Thesis for WMKSX?
WesMark Small Company Fund (WMKSX) presents an investment opportunity for those seeking exposure to the small-cap equity market. With a market capitalization of $0.16 billion, the fund offers a focused approach to investing in companies mirroring the Russell 2000 and S&P 600 indices. The fund's strategy of investing at least 80% of its assets in small-cap companies provides a direct avenue to participate in the growth potential of this market segment. Ongoing: A key value driver is the potential for small-cap companies to outperform larger companies during certain economic cycles. Upcoming: Future growth may be driven by the fund's ability to identify undervalued or emerging companies within the small-cap space. However, Potential: investors should be aware of the higher volatility associated with small-cap stocks and the fund's beta of 1.23, indicating greater sensitivity to market movements.
Based on FMP financials and quantitative analysis
WMKSX Key Highlights
Market capitalization of $0.16 billion, reflecting its focus on small-cap companies.
- Investment strategy targeting companies within the market capitalization range of the Russell 2000 and S&P 600 indices.
- Beta of 1.23, indicating higher volatility compared to the broader market.
- Managed by WesBanco Investment Department, leveraging their expertise in asset management.
- No dividend yield, as the fund focuses on capital appreciation rather than income generation.
Who Are WMKSX's Competitors?
WMKSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CBLSX Allspring C&B Large Cap Value Fund | $11.16 | +0.45% | $144M | — |
| KF The Korea Fund, Inc. | $68.74 | -0.12% | $286M | — |
| NNY Nuveen New York Municipal Value Fund | $7.90 | +0.89% | $148M | — |
| POGSX Pin Oak Equity Fund | $100.28 | +0.34% | $144M | — |
| PVIVX Paradigm Micro-Cap Fund | $57.05 | +1.48% | $172M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WMKSX's Key Strengths?
Diversified portfolio of small-cap stocks.
- Managed by experienced professionals at WesBanco Investment Department.
- Alignment with Russell 2000 and S&P 600 indices.
- Potential for high growth from small-cap investments.
What Are WMKSX's Weaknesses?
Higher volatility compared to large-cap investments.
- Dependence on the performance of the small-cap market.
- Management fees can impact overall returns.
- Limited dividend yield.
What Are the Key Risks for WMKSX?
Economic recession leading to decreased valuations of small-cap companies.
- Market volatility impacting the fund's performance and investor sentiment.
- Changes in interest rates affecting the attractiveness of equity investments.
- Competition from other asset management firms offering similar investment products.
What Threats Does WMKSX Face?
- Economic downturns can negatively impact small-cap stocks.
- Increased competition from other asset management firms.
- Changes in market regulations can affect investment strategies.
- Fluctuations in interest rates can impact investment returns.
What Are WMKSX's Competitive Advantages?
- Established management team with experience in small-cap investing.
- Diversified portfolio reduces risk compared to individual stock picking.
- Alignment with well-known indices (Russell 2000 and S&P 600) provides transparency.
- Part of WesBanco, a reputable financial institution.
What Does WMKSX Do?
WesMark Small Company Fund (WMKSX) is an investment vehicle managed by WesBanco Investment Department, a division of WesBanco Bank, Inc. The fund's primary objective is to achieve capital appreciation by investing at least 80% of its net assets in the equity securities of small-capitalization companies. These companies are defined as those with market capitalizations that do not exceed the levels found in the Russell 2000® Index or the Standard & Poor's SmallCap 600® Index at the time of investment. The fund operates by constructing a diversified portfolio across various small-cap companies, aiming to provide investors with broad exposure to this segment of the market. WesBanco Investment Department leverages its expertise in asset management to identify and select companies that meet the fund's investment criteria. The fund's investment strategy focuses on companies that exhibit growth potential and align with the fund's overall objectives. WMKSX offers investors a way to access the small-cap market without the need for individual stock selection. The fund's diversified approach helps to mitigate risk, while its focus on small-cap companies provides the potential for higher growth compared to larger, more established companies. The fund is designed for investors seeking long-term capital appreciation and who are comfortable with the inherent volatility associated with small-cap investing.
What Products and Services Does WMKSX Offer?
- Invests in equity securities of small-capitalization companies.
- Tracks the market capitalizations in the Russell 2000® Index.
- Mirrors the market capitalizations in the Standard & Poor's SmallCap 600® Index.
- Creates a diversified portfolio of investments in small-sized companies.
- Aims for capital appreciation through its investment strategy.
- Operates under the management of WesBanco Investment Department.
How Does WMKSX Make Money?
- Generates revenue through management fees charged on assets under management.
- Invests in small-cap companies to achieve capital appreciation.
- Manages a diversified portfolio to mitigate risk.
- Utilizes the expertise of WesBanco Investment Department for investment decisions.
What Industry Does WMKSX Operate In?
WesMark Small Company Fund operates within the asset management industry, specifically targeting the small-cap equity market. This segment is characterized by higher growth potential but also increased volatility compared to large-cap stocks. The competitive landscape includes numerous mutual funds and ETFs that focus on small-cap investments. WMKSX differentiates itself by its specific investment criteria, mirroring the market capitalization of companies within the Russell 2000 and S&P 600 indices. The asset management industry is influenced by market trends, economic conditions, and investor sentiment towards risk and growth.
Who Are WMKSX's Key Customers?
- Individual investors seeking exposure to small-cap equities.
- Institutional investors looking for diversified investment options.
- Financial advisors seeking investment solutions for their clients.
- Retirement plans and pension funds seeking long-term growth.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -4.8%.
WMKSX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio of small-cap stocks.
- Managed by experienced professionals at WesBanco Investment Department.
- Alignment with Russell 2000 and S&P 600 indices.
- Potential for high growth from small-cap investments.
Bear Case
- Higher volatility compared to large-cap investments.
- Dependence on the performance of the small-cap market.
- Management fees can impact overall returns.
- Limited dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WMKSX Latest News
No recent news available for WMKSX.
WMKSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for WMKSX.
Price Targets
Wall Street price target analysis for WMKSX.
WMKSX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for WMKSX; grades run from A+ (80-100) to F (below 30).
WMKSX Financials Stock FAQ
What do analysts say about WMKSX stock?
Generally, small-cap funds are evaluated based on their ability to generate returns relative to their benchmark indices, such as the Russell 2000 or S&P 600. Key metrics include the fund's expense ratio, Sharpe ratio, and alpha.
What are the main risks for WMKSX?
The main risks for WMKSX are associated with investing in small-cap companies, which tend to be more volatile than large-cap stocks.
How does WesMark Small Company Fund make money in financial services?
WesMark Small Company Fund generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's assets under management (AUM). The fund charges investors a fee for managing their investments in small-cap companies. The more assets the fund manages, the higher the revenue generated.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may not be fully comprehensive.