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WesMark Tactical Opportunity Fund · NASDAQ
Price: $13.43 · Annual div: $0.5489/share · Frequency: semi-annual · Payout ratio: N/A · Ex-div: 2026-09-25
WMKTX (WesMark Tactical Opportunity Fund) has a dividend yield of 4.09%, based on an annual dividend of $0.5489 per share and a price of $13.43. Over the last 12 months it paid $0.5852 per share — a trailing yield of 4.36%. Dividends are paid semi-annual.
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Year your monthly dividend income covers each expense (based on current settings)
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2026-09-25Latest | 2026-09-30 | $0.0363 | 4.25% | $13.77 |
| 2026-06-22 | 2026-06-30 | $0.0299 | 4.01% | $13.68 |
| 2025-12-17 | 2025-12-18 | $0.5190 | 4.75% | $13.20 |
| 2025-06-18 | 2025-06-30 | $0.0326 | 1.13% | $11.94 |
| 2025-03-19 | 2025-03-28 | $0.0757 | 1.15% | $11.88 |
| 2024-09-24 | 2024-09-30 | $0.0272 | 1.42% | $11.70 |
| 2024-06-18 | 2024-06-28 | $0.0332 | 1.55% | $11.29 |
| 2024-03-19 | 2024-03-28 | $0.1054 | 1.52% | $11.21 |
| 2023-09-22 | 2023-09-29 | $0.0369 | 2.83% | $10.64 |
| 2023-06-16 | 2023-06-30 | $0.0282 | 2.68% | $10.49 |
| 2023-03-17 | 2023-03-31 | $0.0263 | 2.56% | $10.36 |
| 2022-12-15 | 2022-12-27 | $0.2097 | 15.75% | $10.83 |
| 2022-09-22 | 2022-09-30 | $0.0170 | 14.16% | $10.56 |
| 2022-06-16 | 2022-06-30 | $0.0120 | 13.63% | $10.95 |
| 2022-03-17 | 2022-03-31 | $0.0505 | 13.03% | $11.37 |
| 2021-12-16 | 2021-12-28 | $1.4160 | 11.68% | $13.00 |
| 2021-06-17 | 2021-06-30 | $0.0145 | 0.79% | $13.08 |
| 2020-12-17 | 2020-12-28 | $0.0883 | — | — |
| 2019-12-30 | 2019-12-30 | $0.0200 | — | — |
| 2019-12-19 | 2019-12-27 | $0.3515 | — | — |
| 2019-09-19 | 2019-09-30 | $0.0278 | — | — |
| 2019-03-21 | 2019-03-29 | $0.0190 | — | — |
| 2018-12-20 | 2018-12-28 | $0.0580 | — | — |
| 2017-12-21 | 2017-12-27 | $0.1870 | — | — |
The fund aims to achieve its investment objectives by implementing a dynamic and adaptable tactical allocation strategy. Its primary focus is on a diversified portfolio of equity and fixed income instruments, with the flexibility to also allocate capital to commodity-linked assets. Regarding its equity holdings, the fund can invest broadly across companies of all sizes—large-cap, small-cap, and mid-cap—and extend its reach to international stock markets, including those in emerging economies. For its fixed income exposure, the fund possesses wide latitude to invest in securities originating from domestic or foreign issuers, encompassing both corporate and governmental bonds, across the full spectrum of credit quality and maturity periods.
Forward dividend yield from the latest data · open any DRIP calculator
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open WMKTX position with:
Real after-tax yield depends on where you live and how you hold WMKTX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 4.09% | 1.29% | $409 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 3.48% | 0.68% | $348 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 3.27% | 0.47% | $327 / yr |
| 🇬🇧 UK ISA | 0% | 4.09% | 1.29% | $409 / yr |
| 🇬🇧 UK Taxable | 8.75% | 3.73% | 0.93% | $373 / yr |
| 🇨🇦 TFSA | 0% | 4.09% | 1.29% | $409 / yr |
| 🇨🇦 CA Taxable | 25% | 3.07% | 0.27% | $307 / yr |
| 🇦🇺 Super (pension) | 15% | 3.48% | 0.68% | $348 / yr |
| 🇦🇺 AU Taxable | 30% | 2.86% | 0.06% | $286 / yr |
| 🇩🇪 DE Taxable | 26.375% | 3.01% | 0.21% | $301 / yr |
| 🇫🇷 FR Taxable | 30% | 2.86% | 0.06% | $286 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.55/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
WMKTX pays quarterly — 4 times per year. Ex-div: 2026-09-25.
How WMKTX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for WMKTX sourced from FMP /financial-growth endpoint — real data, not estimates.
Compare WMKTX with peers: WMKTX vs APPLX · WMKTX vs FLRYX · WMKTX vs IICAX
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the WMKTX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
WesMark Tactical Opportunity Fund (WMKTX) is currently trading at $13.43, trading near its 52-week high. The current dividend yield is 4.09% based on an annual payout of $0.5489 per share.
WesMark Tactical Opportunity Fund (WMKTX) is a financial services stock currently trading at $13.43 with a dividend yield of 4.09%. It pays an annual dividend of $0.5489 per share. Over the past 5 years, WMKTX has grown its dividend at a compound annual rate of 41.6%.
Auto-generated from live market data. For educational purposes only — not financial advice.
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.
Yield history: over the last 12 payments, WMKTX's 12-month yield ranged from 1.13% to 15.75%. Full WMKTX dividend history ↓
Yield on cost: if WMKTX's dividend keeps growing 15.0% a year, a purchase at today's price would yield 8.22% after 5 years, 16.53% after 10 years and 66.89% after 20 years on the original investment.
With dividends reinvested, a WMKTX position grows its share count by about 4.70% in the first year at today's price and yield. If the dividend grows 15.0% a year and the price 0.0%, DRIP doubles your number of shares in about 9 years without adding new money.
| Year | Shares bought by dividends | Total shares | Dividend income | Position value | Yield on cost |
|---|---|---|---|---|---|
| 1 | 35.00 | 779.60 | $470 | $10,470 | 4.70% |
| 3 | 51.08 | 872.82 | $686 | $11,722 | 6.86% |
| 5 | 76.88 | 1012.09 | $1,033 | $13,592 | 10.33% |
| 10 | 261.32 | 1841.75 | $3,510 | $24,735 | 35.10% |
| 20 | 18212.38 | 45438.92 | $244,592 | $610,245 | 2445.92% |
DRIP rate = share-count growth from reinvested dividends. Simplified yearly model before taxes and fees; adjust every assumption in the calculator above. Not financial advice. How DRIP and the DRIP rate work →
WMKTX (WesMark Tactical Opportunity Fund) has a dividend yield of 4.09%, based on an annual dividend of $0.5489 per share and a price of $13.43. Over the last 12 months it paid $0.5852 per share — a trailing yield of 4.36%. Dividends are paid semi-annual.
$10,000 in WMKTX at a 4.09% yield pays about $409 a year ($34 a month) before taxes. With DRIP, reinvested dividends buy more shares and that income compounds.
With dividends reinvested, a WMKTX position grows its share count by about 4.70% in the first year at today's price and yield. If the dividend grows 15.0% a year and the price 0.0%, DRIP doubles your number of shares in about 9 years without adding new money.
Enter your starting amount, monthly contribution and time horizon in the WMKTX DRIP calculator at the top of this page. It reinvests each payout into new shares at the projected price, grows the dividend at the rate you choose and shows yearly income, share count, portfolio value and yield on cost. You can switch DRIP off to compare.
WMKTX's next ex-dividend date has not been announced yet; the most recent one was 2026-09-25. WMKTX pays dividends semi-annual. Buy before the ex-dividend date to receive the next payment.
WMKTX's dividend changed 440.4% over the last year and 41.6% a year on average over five years.
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