Financial Services
Live Price
Offline$16.14
+0.31% today
1Y Change
-1.38%
Window
Jun 20, 2025 → Jun 3, 2026
Coverage: 239 bars · Jun 20, 2025 → Jun 3, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Balanced Fund - Investor Class (WBALX) is a fund with a market cap of $170.00M and listed on NASDAQ. The fund last traded around $16.14 and down 1.4% across the available one-year price window (Jun 20, 2025 → Jun 3, 2026). Stock Foundry combines WBALX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WBALX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WBALX Max Drawdown
-7.87%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WBALX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$0.67
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 10, 2025 | Dec 9, 2025 | Dec 11, 2025 | $0.67 | $0.67 | Semi-Annual |
| Jun 11, 2025 | Jun 10, 2025 | Jun 12, 2025 | $0.64 | $0.64 | Semi-Annual |
| Dec 11, 2024 | Dec 10, 2024 | Dec 12, 2024 | $0.69 | $0.69 | Semi-Annual |
| Jun 12, 2024 | Jun 11, 2024 | Jun 13, 2024 | $0.15 | $0.15 | Semi-Annual |
| Dec 13, 2023 | Dec 12, 2023 | Dec 14, 2023 | $0.22 | $0.22 | Semi-Annual |
| Jun 14, 2023 | Jun 13, 2023 | Jun 15, 2023 | $0.12 | $0.12 | Semi-Annual |
| Dec 14, 2022 | Dec 13, 2022 | Dec 15, 2022 | $0.25 | $0.25 | Semi-Annual |
| Jun 15, 2022 | Jun 14, 2022 | Jun 15, 2022 | $0.05 | $0.05 | Semi-Annual |
| Dec 15, 2021 | Dec 14, 2021 | Dec 16, 2021 | $0.42 | $0.42 | Semi-Annual |
| Jun 16, 2021 | — | — | $0.02 | $0.02 | Semi-Annual |
| Dec 16, 2020 | Dec 15, 2020 | Dec 16, 2020 | $0.11 | $0.11 | Semi-Annual |
| Jun 17, 2020 | Jun 16, 2020 | Jun 17, 2020 | $0.06 | $0.06 | Semi-Annual |
| Dec 17, 2019 | Dec 16, 2019 | Dec 17, 2019 | $0.24 | $0.24 | Semi-Annual |
| Jun 18, 2019 | Jun 17, 2019 | Jun 18, 2019 | $0.03 | $0.03 | Semi-Annual |
| Dec 27, 2018 | Dec 26, 2018 | Dec 27, 2018 | $0.56 | $0.56 | Semi-Annual |
| Jun 27, 2018 | Jun 26, 2018 | Jun 27, 2018 | $0.69 | $0.69 | Semi-Annual |
| Dec 27, 2017 | Dec 26, 2017 | Dec 27, 2017 | $0.24 | $0.24 | Semi-Annual |
| Jun 28, 2017 | Jun 27, 2017 | Jun 28, 2017 | $0.15 | $0.15 | Semi-Annual |
| Dec 28, 2016 | Dec 27, 2016 | Dec 28, 2016 | $0.31 | $0.31 | Semi-Annual |
| Jun 28, 2016 | Jun 27, 2016 | Jun 28, 2016 | $0.12 | $0.12 | Semi-Annual |
| Dec 29, 2015 | Dec 28, 2015 | Dec 29, 2015 | $0.20 | $0.20 | Semi-Annual |
| Jun 26, 2015 | Jun 25, 2015 | Jun 26, 2015 | $0.51 | $0.51 | Semi-Annual |
| Dec 29, 2014 | Dec 26, 2014 | Dec 29, 2014 | $0.41 | $0.41 | Semi-Annual |
| Jun 26, 2014 | Jun 25, 2014 | Jun 26, 2014 | $0.26 | $0.26 | Semi-Annual |
| Dec 27, 2013 | Dec 26, 2013 | Dec 27, 2013 | $0.45 | $0.45 | Semi-Annual |
| Jun 27, 2013 | Jun 26, 2013 | Jun 27, 2013 | $0.23 | $0.23 | Semi-Annual |
| Dec 27, 2012 | Dec 26, 2012 | Dec 27, 2012 | $0.04 | $0.04 | Semi-Annual |
| Jun 28, 2012 | Jun 27, 2012 | Jun 28, 2012 | $0.01 | $0.01 | Semi-Annual |
| Dec 28, 2011 | Dec 27, 2011 | Dec 28, 2011 | $0.05 | $0.05 | Semi-Annual |
| Jun 28, 2011 | Jun 27, 2011 | Jun 28, 2011 | $0.03 | $0.03 | Semi-Annual |
| Dec 29, 2010 | Dec 28, 2010 | Dec 29, 2010 | $0.08 | $0.08 | Semi-Annual |
| Jun 29, 2010 | Jun 28, 2010 | Jun 29, 2010 | $0.02 | $0.02 | Semi-Annual |
| Dec 29, 2009 | Dec 28, 2009 | Dec 29, 2009 | $0.09 | $0.09 | Semi-Annual |
| Jun 26, 2009 | Jun 25, 2009 | Jun 26, 2009 | $0.03 | $0.03 | Semi-Annual |
| Dec 30, 2008 | Dec 29, 2008 | Dec 30, 2008 | $0.10 | $0.10 | Semi-Annual |
| Jun 27, 2008 | Jun 26, 2008 | Jun 27, 2008 | $0.04 | $0.04 | Semi-Annual |
| Dec 28, 2007 | Dec 27, 2007 | Dec 28, 2007 | $0.41 | $0.41 | Semi-Annual |
| Jun 28, 2007 | Jun 27, 2007 | Jun 28, 2007 | $0.31 | $0.31 | Semi-Annual |
| Dec 28, 2006 | Dec 27, 2006 | Dec 28, 2006 | $0.19 | $0.19 | Semi-Annual |
| Jun 29, 2006 | Jun 28, 2006 | Jun 29, 2006 | $0.21 | $0.21 | Semi-Annual |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.