Atlas Wealth’s WesBanco WSBC Stock Holding History

Atlas Wealth’s Portfolio WSBC Stock Details WSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$928K	Hold	26,920	–	–	0.28%	61
2025 Q4	$895K	Sell	26,920 -41	-0.2%	-$1.32K	0.27%	59
2025 Q3	$861K	Hold	26,961	–	–	0.28%	58
2025 Q2	$882K	Hold	26,961	–	–	0.32%	50
2025 Q1	$835K	Hold	26,961	–	–	0.33%	45
2024 Q4	$877K	Hold	26,961	–	–	0.33%	45
2024 Q3	$803K	Sell	26,961 -26,961	-50%	-$827K	0.35%	38
2024 Q2	$1.49M	Buy	53,922 +26,961	+100%	+$745K	0.17%	87
2024 Q1	$804K	Hold	26,961	–	–	0.39%	38
2023 Q4	$658K	Hold	26,961	–	–	0.36%	42
2023 Q3	$658K	Hold	26,961	–	–	0.12%	100
2023 Q2	$735K	Hold	26,961	–	–	0.14%	98
2023 Q1	$828K	Hold	26,961	–	–	0.16%	85
2022 Q4	$997K	Buy	+26,961	New	+$1.04M	0.27%	60

Other funds holding WSBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return