Creative Planning’s WesBanco WSBC Stock Holding History

Creative Planning’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	$5.77M	Buy	167,252 +46,547	+39%	+$1.62M	﹤0.01%	1085
2025 Q4	$4.01M	Buy	120,705 +9,139	+8%	+$295K	﹤0.01%	1166
2025 Q3	$3.56M	Buy	111,566 +18,085	+19%	+$576K	﹤0.01%	1088
2025 Q2	$2.96M	Sell	93,481 -4,722	-5%	-$143K	﹤0.01%	1044
2025 Q1	$3.04M	Buy	98,203 +51,464	+110%	+$1.72M	﹤0.01%	927
2024 Q4	$1.52M	Buy	46,739 +9,390	+25%	+$311K	﹤0.01%	1312
2024 Q3	$1.11M	Buy	37,349 +5,552	+17%	+$170K	﹤0.01%	1440
2024 Q2	$887K	Buy	31,797 +4,945	+18%	+$137K	﹤0.01%	1497
2024 Q1	$800K	Buy	26,852 +2,755	+11%	+$80.5K	﹤0.01%	1506
2023 Q4	$756K	Sell	24,097 -9,425	-28%	-$253K	﹤0.01%	1420
2023 Q3	$819K	Buy	33,522 +1,099	+3%	+$28.6K	﹤0.01%	1272
2023 Q2	$830K	Buy	32,423 +7,789	+32%	+$203K	﹤0.01%	1230
2023 Q1	$756K	Sell	24,634 -6,964	-22%	-$246K	﹤0.01%	1226
2022 Q4	$1.17M	Sell	31,598 -1,097	-3%	-$42.1K	﹤0.01%	965
2022 Q3	$1.09M	Buy	32,695 +1,918	+6%	+$65.1K	﹤0.01%	932
2022 Q2	$976K	Hold	30,777	–	–	﹤0.01%	990
2022 Q1	$1.06M	Buy	30,777 +54	+0.2%	+$1.95K	﹤0.01%	957
2021 Q4	$1.07M	Buy	30,723 +6,426	+26%	+$226K	﹤0.01%	927
2021 Q3	$828K	Buy	24,297 +24	+0.1%	+$795	﹤0.01%	1040
2021 Q2	$865K	Sell	24,273 -2,394	-9%	-$89.8K	﹤0.01%	1003
2021 Q1	$962K	Sell	26,667 -6,606	-20%	-$217K	﹤0.01%	1049
2020 Q4	$997K	Sell	33,273 -3,875	-10%	-$105K	﹤0.01%	951
2020 Q3	$793K	Buy	37,148 +602	+2%	+$12.8K	﹤0.01%	901
2020 Q2	$742K	Buy	36,546 +3,785	+12%	+$82.8K	﹤0.01%	859
2020 Q1	$776K	Buy	32,761 +920	+3%	+$28.7K	﹤0.01%	743
2019 Q4	$1.2M	Sell	31,841 -81	-0.3%	-$3.02K	﹤0.01%	709
2019 Q3	$1.19M	Sell	31,922 -8,494	-21%	-$308K	﹤0.01%	687
2019 Q2	$1.56M	Hold	40,416	–	–	0.01%	574
2019 Q1	$1.61M	Sell	40,416 -1,414	-3%	-$56.9K	0.01%	545
2018 Q4	$1.53M	Sell	41,830 -3,450	-8%	-$141K	0.01%	497
2018 Q3	$2.02M	Hold	45,280	–	–	0.01%	482
2018 Q2	$2.04M	Sell	45,280 -5,016	-10%	-$227K	0.01%	468
2018 Q1	$2.13M	Sell	50,296 -12,320	-20%	-$519K	0.01%	448
2017 Q4	$2.54M	Buy	62,616 +54,503	+672%	+$2.23M	0.01%	405
2017 Q3	$333K	Hold	8,113	–	–	﹤0.01%	1270
2017 Q2	$321K	Hold	8,113	–	–	﹤0.01%	1251
2017 Q1	$309K	Hold	8,113	–	–	﹤0.01%	1242
2016 Q4	$349K	Hold	8,113	–	–	﹤0.01%	1114
2016 Q3	$267K	Buy	+8,113	New	+$258K	﹤0.01%	1247
2015 Q2	–	Sell	-34,656	Closed	-$1.13M	–	3034
2015 Q1	$1.13M	Hold	34,656	–	–	0.01%	422
2014 Q4	$1.21M	Hold	34,656	–	–	0.01%	393
2014 Q3	$1.06M	Hold	34,656	–	–	0.01%	386
2014 Q2	$1.08M	Hold	34,656	–	–	0.01%	369
2014 Q1	$1.1M	Hold	34,656	–	–	0.02%	338
2013 Q4	$1.11M	Hold	34,656	–	–	0.02%	279
2013 Q3	$1.03M	Hold	34,656	–	–	0.02%	258
2013 Q2	$916K	Buy	+34,656	New	+$855K	0.02%	250

Other funds holding WSBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NAMI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HRCM

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

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

Creative Planning's WSBC Position: Q1 2026 in Review

Creative Planning increased its WesBanco (WSBC) stake by 39% in Q1 2026, buying an estimated $1.62M and bringing the position to 167,252 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Creative Planning first reported a position in WSBC in Q2 2013 and has held it in 47 quarters since. 317 funds tracked by Wall St. Rank hold WSBC as of Q1 2026.

Creative Planning held 167,252 shares of WesBanco worth $5.77M as of Q1 2026.
Creative Planning bought 46,547 WesBanco shares in Q1 2026, an estimated $1.62M.
WesBanco made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1085 holding.
Creative Planning first reported a position in WesBanco in Q2 2013 and has held it in 47 quarters since.
317 funds tracked by Wall St. Rank held WesBanco as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.