WMKTX holdings — WesMark Tactical Opportunity Fund
WesMark Tactical Opportunity Fund (WMKTX) held 19 positions with net assets of $52.0M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 79.9% of the fund, led by AGG, LQD, MGV.
WMKTX top holdings
- AGG ISHARES TRUST — 14.41% ($7.49M)
- LQD ISHARES TRUST — 14.32% ($7.44M)
- MGV VANGUARD WORLD FUND — 8.91% ($4.63M)
- ACWX ISHARES TRUST — 8.15% ($4.23M)
- IWM ISHARES TRUST — 6.69% ($3.48M)
- CMDY ISHARES US ETF TRUST — 6.45% ($3.35M)
- GLD SPDR GOLD TRUST — 6.37% ($3.31M)
- VCSH VANGUARD SCOTTSDALE FUNDS — 5.22% ($2.71M)
- IJR ISHARES TRUST — 4.85% ($2.52M)
- RSP INVESCO EXCHANGE TRADED FUND TRUST — 4.50% ($2.34M)
- VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS — 4.30% ($2.23M)
- VGK VANGUARD INTERNATIONAL EQUITY INDEX FUNDS — 3.12% ($1.62M)
- IHI ISHARES TRUST — 2.66% ($1.38M)
- SPY SPDR S&P 500 ETF TRUST — 2.62% ($1.36M)
- IGV ISHARES TRUST — 2.62% ($1.36M)
- XLY SELECT SECTOR SPDR TRUST (THE) — 2.53% ($1.31M)
- SPHY SPDR SERIES TRUST — 1.04% ($539K)
- SMIN ISHARES TRUST — 1.03% ($537K)
- GOFXX FEDERATED HERMES MONEY MARKET OBLIGATIONS TRUST — 0.57% ($297K)
What are WMKTX's top 10 holdings?
AGG (14.4%), LQD (14.3%), MGV (8.9%), ACWX (8.1%), IWM (6.7%), CMDY (6.5%), GLD (6.4%), VCSH (5.2%), IJR (4.9%), RSP (4.5%).
How many stocks are in WMKTX?
WesMark Tactical Opportunity Fund reported 19 holdings as of June 30, 2026.