Investment objective & strategy
As of March 4, 2025 · prospectusObjective. The WesMark Large Company Fund (the Fund) seeks to achieve capital appreciation.
Strategy. The Fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. In creating a diversified portfolio of investments in large-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), defines large companies as companies within the market capitalization range of the Standard & Poors 500 Index (S&P 500), at the time of purchasing a security. As of December 31, 2024, the market capitalization of the S&P 500 ranged from approximately $6.1 billion to $3.7 trillion. WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), seeks to invest in companies that are expected to achieve higher than average profitability ratios such as … The Fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. In creating a diversified portfolio of investments in large-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), defines large companies as companies within the market capitalization range of the Standard & Poors 500 Index (S&P 500), at the time of purchasing a security. As of December 31, 2024, the market capitalization of the S&P 500 ranged from approximately $6.1 billion to $3.7 trillion. WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), seeks to invest in companies that are expected to achieve higher than average profitability ratios such as operating profit margin or return on equity, have characteristics to generate above average sustainable growth while trading at reasonable valuations. The Adviser relies on fundamental analysis, which involves a bottom-up assessment of a companys potential for success in light of factors including its financial condition, earnings outlook, strategy, management, industry position, and economic and market conditions. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and exchange traded funds (ETFs)and other investment companies. The Fund will invest primarily in securities issued by domestic companies. The Fund may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets (which may include emerging markets) or for other reasons consistent with its investment strategy. The shares of ETFs are listed and traded on stock exchanges at market prices. The Fund may also purchase American Depository Receipts (ADRs) and other domestically traded securities of foreign companies. The Adviser attempts to add value through security selection, industry allocation, and the research process while monitoring risk. For additional information on the Funds investment strategies, please see the section More About the Funds Investment Strategies and Risks beginning on page 31 of this prospectus.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| APPLE INC | — | $22.21M | 7.17% |
| ALPHABET INC CL A | — | $19.51M | 6.30% |
| MICROSOFT CORP | — | $19.09M | 6.16% |
| NVIDIA CORP | — | $17.32M | 5.59% |
| AMAZON.COM INC | — | $15.41M | 4.97% |
| META PLATFORMS INC CL A | — | $11.61M | 3.75% |
| RTX CORP | — | $9.26M | 2.99% |
| BROADCOM INC | — | $9.14M | 2.95% |
| JPMORGAN CHASE and CO | — | $8.27M | 2.67% |
| TESLA INC | — | $7.40M | 2.39% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| SGI Enhanced Market Leaders ETF · LDRX | 54% | 0.59% |
| iShares S&P 100 ETF · OEF | 53% | 0.20% |
| VistaShares Target 15 S&P 100 Distribution ETF | 53% | — |
Advisers
| Firm | Role |
|---|---|
| WESBANCO INVESTMENT DEPARTMENT | Adviser |
Footnotes
- Expense ratio as of March 4, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.