Financial Services
Live Price
Offline$14.55
+0.41% today
1Y Change
+10.98%
Window
Jun 23, 2025 → Jun 18, 2026
Coverage: 249 bars · Jun 23, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
WesMark Balanced Fund (WMBLX) is a fund with a market cap of $100.00M and listed on NASDAQ. The fund last traded around $14.55 and up 11.0% across the available one-year price window (Jun 23, 2025 → Jun 18, 2026). Baseline metrics include a dividend yield of 7.2%. Valuation already assumes a fairly strong business story at price/sales 10.5. Stock Foundry combines WMBLX 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.
WMBLX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WMBLX Max Drawdown
-7.17%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WMBLX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
7.19%
Trailing 12M Payout
$0.96
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Mar 20, 2026 | Mar 19, 2026 | Mar 27, 2026 | $0.02 | $0.02 | Monthly |
| Feb 19, 2026 | Feb 18, 2026 | Feb 27, 2026 | $0.02 | $0.02 | Monthly |
| Jan 26, 2026 | Jan 23, 2026 | Jan 30, 2026 | $0.02 | $0.02 | Monthly |
| Dec 17, 2025 | Dec 16, 2025 | Dec 18, 2025 | $0.81 | $0.81 | Monthly |
| Nov 19, 2025 | Nov 18, 2025 | Nov 28, 2025 | $0.02 | $0.02 | Monthly |
| Oct 22, 2025 | Oct 21, 2025 | Oct 31, 2025 | $0.02 | $0.02 | Monthly |
| Sep 24, 2025 | Sep 23, 2025 | Sep 30, 2025 | $0.02 | $0.02 | Monthly |
| Aug 20, 2025 | Aug 19, 2025 | Aug 29, 2025 | $0.02 | $0.02 | Monthly |
| Jul 23, 2025 | Jul 22, 2025 | Jul 31, 2025 | $0.02 | $0.02 | Monthly |
| Jun 18, 2025 | Jun 17, 2025 | Jun 30, 2025 | $0.02 | $0.02 | Monthly |
| May 21, 2025 | May 20, 2025 | May 30, 2025 | $0.02 | $0.02 | Monthly |
| Apr 23, 2025 | Apr 22, 2025 | Apr 30, 2025 | $0.02 | $0.02 | Monthly |
| Mar 19, 2025 | Mar 18, 2025 | Mar 28, 2025 | $0.02 | $0.02 | Monthly |
| Feb 20, 2025 | Feb 19, 2025 | Feb 28, 2025 | $0.02 | $0.02 | Monthly |
| Jan 24, 2025 | Jan 23, 2025 | Jan 31, 2025 | $0.02 | $0.02 | Monthly |
| Dec 17, 2024 | Dec 16, 2024 | Dec 23, 2024 | $1.04 | $1.04 | Monthly |
| Nov 19, 2024 | Nov 18, 2024 | Nov 29, 2024 | $0.02 | $0.02 | Monthly |
| Oct 22, 2024 | Oct 21, 2024 | Oct 31, 2024 | $0.01 | $0.01 | Quarterly |
| Jul 23, 2024 | Jul 22, 2024 | Jul 31, 2024 | $0.08 | $0.08 | Quarterly |
| Jun 18, 2024 | Jun 17, 2024 | Jun 18, 2024 | $0.01 | $0.01 | Monthly |
| May 21, 2024 | May 20, 2024 | May 31, 2024 | $0.03 | $0.03 | Monthly |
| Apr 23, 2024 | Apr 22, 2024 | Apr 30, 2024 | $0.02 | $0.02 | Monthly |
| Mar 19, 2024 | Mar 18, 2024 | Mar 28, 2024 | $0.01 | $0.01 | Monthly |
| Feb 20, 2024 | Feb 16, 2024 | Feb 29, 2024 | $0.02 | $0.02 | Monthly |
| Jan 25, 2024 | Jan 24, 2024 | Jan 31, 2024 | $0.03 | $0.03 | Monthly |
| Dec 15, 2023 | Dec 14, 2023 | Dec 26, 2023 | $0.37 | $0.37 | Monthly |
| Nov 17, 2023 | Nov 16, 2023 | Nov 30, 2023 | $0.03 | $0.03 | Monthly |
| Oct 20, 2023 | Oct 19, 2023 | Oct 31, 2023 | $0.03 | $0.03 | Monthly |
| Sep 22, 2023 | Sep 21, 2023 | Sep 29, 2023 | $0.01 | $0.01 | Monthly |
| Aug 18, 2023 | Aug 17, 2023 | Aug 31, 2023 | $0.03 | $0.03 | Monthly |
| Jul 21, 2023 | Jul 20, 2023 | Jul 31, 2023 | $0.03 | $0.03 | Monthly |
| Jun 16, 2023 | Jun 15, 2023 | Jun 30, 2023 | $0.01 | $0.01 | Monthly |
| May 19, 2023 | May 18, 2023 | May 31, 2023 | $0.02 | $0.02 | Monthly |
| Apr 21, 2023 | Apr 20, 2023 | Apr 28, 2023 | $0.03 | $0.03 | Monthly |
| Mar 17, 2023 | Mar 16, 2023 | Mar 31, 2023 | $0.01 | $0.01 | Monthly |
| Feb 17, 2023 | Feb 16, 2023 | Feb 28, 2023 | $0.02 | $0.02 | Monthly |
| Jan 25, 2023 | Jan 24, 2023 | Jan 31, 2023 | $0.03 | $0.03 | Monthly |
| Dec 15, 2022 | Dec 14, 2022 | Dec 27, 2022 | $0.32 | $0.32 | Monthly |
| Nov 17, 2022 | Nov 16, 2022 | Nov 30, 2022 | $0.02 | $0.02 | Monthly |
| Oct 20, 2022 | Oct 19, 2022 | Oct 31, 2022 | $0.02 | $0.02 | Monthly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.