# WesMark Balanced Fund

WesMark Balanced Fund is a registered fund series of WesMark Funds (series S000005477). Net assets $98.1M as of 2026-03-31.

## Profile

- Series ID: S000005477
- Registrant: WesMark Funds
- LEI: 549300RX2I45RPDORI30
- Net assets: $98.1M
- Total assets: $98.2M
- As of: 2026-03-31

## Advisers

- [WESBANCO INVESTMENT DEPARTMENT (Advisor)](https://search.stillhousedata.com/firm/111907)

## Top holdings (127 reported)

_Showing 15 of 127 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $4.6M | 472.52% |
| [Money Market Obligations Trust](https://search.stillhousedata.com/security/60934N104) | — | $3.0M | 310.41% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $2.8M | 280.80% |
| [Chevron Corp.](https://search.stillhousedata.com/security/166764100) | — | $2.7M | 277.68% |
| [Caterpillar Inc](https://search.stillhousedata.com/security/149123101) | — | $2.6M | 263.65% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $2.6M | 261.20% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K305) | — | $2.4M | 243.35% |
| [Cisco Systems, Inc.](https://search.stillhousedata.com/security/17275R102) | — | $2.2M | 225.46% |
| [AbbVie Inc.](https://search.stillhousedata.com/security/00287Y109) | — | $2.2M | 225.08% |
| [Merck & Co., Inc](https://search.stillhousedata.com/security/58933Y105) | — | $2.2M | 220.22% |
| [Walmart Inc](https://search.stillhousedata.com/security/931142103) | — | $2.0M | 208.91% |
| [Federal Home Loan Banks](https://search.stillhousedata.com/security/3130B94L1) | — | $2.0M | 203.82% |
| [Goldman Sachs Group, Inc.](https://search.stillhousedata.com/security/38141G104) | — | $2.0M | 202.70% |
| [Meta Platforms Inc](https://search.stillhousedata.com/security/30303M102) | — | $2.0M | 202.42% |
| [Lowes Companies, Inc.](https://search.stillhousedata.com/security/548661107) | — | $1.8M | 187.26% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $98.1M |
| 2025-12-31 | $98.9M |
| 2025-09-30 | $99.1M |
| 2025-06-30 | $95.5M |
| 2025-03-31 | $94.7M |
| 2024-12-31 | $96.7M |
| 2024-09-30 | $101.6M |
| 2024-06-30 | $98.1M |

## More

- [Registrant: WesMark Funds](https://search.stillhousedata.com/registrant/1007226)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000005477.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.