D.A. Davidson & Co’s WesBanco WSBC Stock Holding History

D.A. Davidson & Co’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	$776K	Buy	22,489 +424	+2%	+$14.8K	﹤0.01%	1005
2025 Q4	$733K	Sell	22,065 -574	-3%	-$18.6K	﹤0.01%	1001
2025 Q3	$723K	Buy	22,639 +8,176	+57%	+$261K	﹤0.01%	986
2025 Q2	$457K	Sell	14,463 -1,535	-10%	-$46.4K	﹤0.01%	1082
2025 Q1	$495K	Buy	+15,998	New	+$534K	﹤0.01%	1022
2017 Q3	–	Sell	-257	Closed	-$10K	–	1991
2017 Q2	$10K	Buy	+257	New	+$9.97K	﹤0.01%	2050
2015 Q3	–	Sell	-922	Closed	-$31K	–	2301
2015 Q2	$31K	Hold	922	–	–	﹤0.01%	1591
2015 Q1	$30K	Hold	922	–	–	﹤0.01%	1576
2014 Q4	$32K	Hold	922	–	–	﹤0.01%	1566
2014 Q3	$28K	Hold	922	–	–	﹤0.01%	1594
2014 Q2	$28K	Hold	922	–	–	﹤0.01%	1571
2014 Q1	$29K	Hold	922	–	–	﹤0.01%	1552
2013 Q4	$29K	Hold	922	–	–	﹤0.01%	1462
2013 Q3	$27K	Sell	922 -680	-42%	-$19.9K	﹤0.01%	1276
2013 Q2	$42K	Buy	+1,602	New	+$39.5K	﹤0.01%	1154

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