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Financial Services

WesMark Tactical Opportunity Fund(WMKTX)

Fund

Live Price

Offline

$13.59

+0.59% today

1Y Change

+13.25%

Window

Jun 23, 2025 โ†’ Jun 1, 2026

Market Cap
$50.00M
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 236 bars ยท Jun 23, 2025 โ†’ Jun 1, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

WesMark Tactical Opportunity Fund (WMKTX) is a fund with a market cap of $50.00M and listed on NASDAQ. The fund last traded around $13.59 and up 13.2% across the available one-year price window (Jun 23, 2025 โ†’ Jun 1, 2026). Stock Foundry combines WMKTX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

WMKTX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

WMKTX Max Drawdown

-5.79%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for WMKTX and SPY.

Calendar-year return history is still loading or unavailable.

WMKTX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Semi-Annual

Dividend Yield

No active yield

Trailing 12M Payout

$0.52

Last Payout

$0.52
Ex: Dec 17, 2025 ยท Pay: Dec 18, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 17, 2025Dec 16, 2025Dec 18, 2025$0.52$0.52Semi-Annual
Jun 18, 2025Jun 17, 2025Jun 30, 2025$0.03$0.03Quarterly
Mar 19, 2025Mar 18, 2025Mar 28, 2025$0.08$0.08Semi-Annual
Sep 24, 2024Sep 23, 2024Sep 30, 2024$0.03$0.03Quarterly
Jun 18, 2024Jun 17, 2024Jun 28, 2024$0.03$0.03Semi-Annual
Mar 19, 2024Mar 18, 2024Mar 28, 2024$0.11$0.11Irregular
Sep 22, 2023Sep 21, 2023Sep 29, 2023$0.04$0.04Quarterly
Jun 16, 2023Jun 15, 2023Jun 30, 2023$0.03$0.03Quarterly
Mar 17, 2023Mar 16, 2023Mar 31, 2023$0.03$0.03Quarterly
Dec 15, 2022Dec 14, 2022Dec 27, 2022$0.21$0.21Quarterly
Sep 22, 2022Sep 21, 2022Sep 30, 2022$0.02$0.02Quarterly
Jun 16, 2022Jun 15, 2022Jun 30, 2022$0.01$0.01Quarterly
Mar 17, 2022Mar 16, 2022Mar 31, 2022$0.05$0.05Semi-Annual
Dec 16, 2021Dec 15, 2021Dec 28, 2021$1.42$1.42Semi-Annual
Jun 17, 2021Jun 16, 2021Jun 30, 2021$0.01$0.01Semi-Annual
Dec 17, 2020Dec 16, 2020Dec 28, 2020$0.09$0.09Annual
Dec 30, 2019Dec 27, 2019Dec 30, 2019$0.02$0.02Annual
Dec 19, 2019Dec 18, 2019Dec 27, 2019$0.35$0.35Special
Sep 19, 2019Sep 18, 2019Sep 30, 2019$0.03$0.03Semi-Annual
Mar 21, 2019Mar 20, 2019Mar 29, 2019$0.02$0.02Quarterly
Dec 20, 2018Dec 19, 2018Dec 28, 2018$0.06$0.06Annual
Dec 28, 2017Dec 27, 2017Dec 29, 2017$0.03$0.03Annual
Dec 21, 2017Dec 20, 2017Dec 27, 2017$0.19$0.19Irregular
No upcoming dividends in the next 90 days

Next Step

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