Companies: 10,795·Total market cap: $144.5T
WesMark Balanced Fund

WesMark Balanced Fund

WMBLXNASDAQFinancial Services● Active
$14.53
+$0.03(+0.21%)
Market Cap$103310087
P/E Ratio—
52W High$14.72
52W Low$13.03
Net IncomeFinancialsRevenue

WesMark Balanced Fund (WMBLX) Net Income & Profit History

Annual & trailing net income, net margin, YoY change, and peer profitability context.

WMBLX · net income · updated Jun 13, 2026

Core profitability metrics

Net income was −$22.1M for FY2023 (fiscal year ending 2023-02-28), down 176.8% year-over-year. Net profit margin was -236.6%. Based on available data, WesMark Balanced Fund has been profitable since at least 2013.

FY2023 Net Income−$22.1M▼ -176.8% YoY
Trailing 12M (TTM)$392,946trailing 4 quarters sum
Net Profit Margin-236.6%−$22.1M ÷ $9.3M
YoY Change-176.8%—
5-Year CAGRN/AN/A — contains loss years
FormulaNet Margin = Net Income ÷ Revenue × 100TTM = trailing 4 quarters sumCAGR → N/A if either endpoint ≤ 0
Source: FMP /income-statement · US GAAP · USDUpdated: Jun 13, 2026

Annual net income history

Net IncomeNet LossNet Margin %★ First Profit: 2013

▸ FMP /income-statement · Annual · WMBLX net income history · WMBLX profit margin

Annual net income data

Fiscal YearNet IncomeYoY ChangeNet Margin
FY2023Loss−$22.1M▼ 176.8%-236.6%
FY2022Loss−$8.0M▼ 156.7%-91.8%
FY2021$14.1M▼ 59.2%151.0%
FY2020$34.5M▲ +807.5%343.9%
FY2019$3.8M▼ 48.9%35.9%

Net income vs peers (Financial Services)

#CompanyNet IncomeYoY
#1
WesMark Balanced Fund
WesMark Balanced FundYOU
WMBLX
−$22.1M-176.8%
#2
Berkshire Hathaway Inc.
Berkshire Hathaway Inc.
BRK-B
$66.97B-24.8%#3
Berkshire Hathaway Inc.
Berkshire Hathaway Inc.
BRK-A
$66.97B-24.8%#4
JPMorgan Chase & Co.
JPMorgan Chase & Co.
JPM
$57.05B-2.4%#5
Visa Inc.
Visa Inc.
V
$20.06B+1.6%#6
Mastercard Incorporated
Mastercard Incorporated
MA
$14.97B+16.3%
Financial Services · Sorted by Net Income · FMP /income-statementFull Net Income Rankings →

About Net Income & Methodology

WesMark Balanced Fund (WMBLX) reported net income of −$22.1M for FY2023 (fiscal year ending 2023-02-28), down 176.8% year-over-year. The net profit margin was -236.6% — meaning the company kept $-2.37 of every dollar of revenue as profit.

Based on available data, WesMark Balanced Fund has been profitable since at least 2013. Net income reached a peak of $34.5M in FY2020. Data available for 11 fiscal years.

WesMark Balanced Fund's net profit margin was -236.6% for FY2023, based on the latest annual results.

Investors sometimes search for "WesMark Balanced Fund net worth" — the company's market capitalization is a separate figure from WMBLX net income. Data sourced from FMP /income-statement · US GAAP · USD.

Figures tie to SEC 10-K/10-Q and FMP /income-statement where noted.
RevenueFinancial statementsEarningsForecastPrice historyMarket capFree cash flow

Frequently asked questions

WMBLX net income · 5 questions

WesMark Balanced Fund is not currently profitable on an annual basis. The company reported a net loss of $22.1M for FY2023.

is WMBLX profitabledoes WMBLX make a profitWMBLX profitabilityWMBLX profitable company

▸ Source: FMP /income-statement · GAAP · WesMark Balanced Fund · WesMark Balanced Fund SEC 10-K & 10-Q filings · US GAAP · Last updated: Jun 13, 2026