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Wesmark Small Company Fund (WMKSX)

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16.74 -0.13    -0.77%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  WesMark
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 145.29M
WesMark Small Company Growth 16.74 -0.13 -0.77%

Wesmark Small Company Fund Overview

 
On this page you'll find an in-depth profile of Wesmark Small Company Fund. Learn about the key management, total assets, investment strategy and contact information of WMKSX among other information.
Category

Small Blend

Total Assets

145.29M

Expenses

1.21%

Inception Date

34334

Investment Strategy

The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of small capitalization companies. In creating a diversified portfolio of investments in small-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), defines small companies as companies that do not exceed the market capitalizations in the Russell 2000® Index (Russell 2000), or the Standard & Poor's SmallCap 600® Index (S&P 600) at the time of purchasing a security.

Contact Information

Address 5800 Corporate Drive
Pittsburgh,PA
United States
Phone 1-800-861-1013

Top Executives

Name Title Since Until
Scott Love Vice President 2013 Now
Biography Mr. Love has been employed by WesBanco Bank since May 2012 serving as Executive Vice President since February 2021, and is responsible for providing investment research and portfolio management for the Trust and Investment Services department of WesBanco Bank. From June 2007 to May 2012 Mr. Love was 1st Vice President, Senior Investment Officer at Morgan Keegan & Company. Mr. Love received a B.A. in Business Administration from Baldwin-Wallace College and an M.B.A. from the Weatherhead School of Management at Case Western University.
David B. Ellwood portfolio manager/assistant vice president/senior Investment Officer 2000 2020
Biography David B. Ellwood has been a portfolio manager of the Growth Fund, Small Company Growth Fund, Balanced Fund and Government Fund since their inception and a principal of the Adviser since its inception in 2001. Mr. Ellwood serves as the head of the portfolio manager team for the Growth Fund and Balanced Fund. Additionally, Mr. Ellwood has been a portfolio manager to the West Virginia Municipal Bond Fund since January 2013. As a member of the investment team Mr. Ellwood provides general investment support to the West Virginia Municipal Bond Fund, the Government Bond Fund and the Small Company Growth Fund. He has been employed by WesBanco Bank since 1982, serving as Executive Vice President – Investments since June 2011 and as Senior Vice President – Investments since May 2000. Mr. Ellwood is responsible for supervising all investment activities for the Trust and Investment Services department of WesBanco Bank. Mr. Ellwood is a Chartered Financial Analyst, and received a B.S. degree from Wheeling Jesuit University.
Jerome B. Schmitt Executive Vice President 2000 2013
Biography Schmitt is a portfolio manager with WesBanco, his employer since 1972. He has also served the firm as senior vice president of trust and investments since 1991, and as executive vice president since June 1996. Schmitt is a Chartered Financial Analyst and a member of the Institute of Chartered Financial Analysts.
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