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

Avg Volume0

Open$14.53

Beta0.82

Overview

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

WMBLX · net income · margin · TTM · CAGR

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 Income (bars) · Net Profit Margin % (line)

Net IncomeNet LossNet Margin %★ First Profit: 2013

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

Annual net income data

WMBLX · net income history · annual / quarterly

Fiscal YearNet IncomeYoY ChangeNet MarginRevenue

FY2023Loss−$22.1M▼ 176.8%-236.6%$9.3M

FY2022Loss−$8.0M▼ 156.7%-91.8%$8.7M

FY2021$14.1M▼ 59.2%151.0%$9.3M

FY2020$34.5M▲ +807.5%343.9%$10.0M

FY2019$3.8M▼ 48.9%35.9%$10.6M

Net income vs peers (Financial Services)

WMBLX vs peers · net income

#CompanyNet IncomeYoYNet MarginRelative

WesMark Balanced FundYOU

WMBLX

−$22.1M-176.8%-236.6%

Loss

Berkshire Hathaway Inc.

BRK-B

$66.97B-24.8%18.0%

100%

Berkshire Hathaway Inc.

Mastercard Incorporated

$14.97B+16.3%45.6%

22%

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.

Revenue Financial statements Earnings Forecast Price history Market cap Free 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