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EP Wealth Advisors’s WesBanco WSBC Stock Holding History

EP Wealth Advisors’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
Q2 		$412K Sell
10,546
-2,081
-16% -$73.2K ﹤0.01% 1121
2026
Q1 		$436K Sell
12,627
-595
-5% -$20.8K ﹤0.01% 966
2025
Q4 		$439K Buy
+13,222
New +$427K ﹤0.01% 946
2025
Q2 		$397K Buy
12,562
+2,260
+22% +$68.4K ﹤0.01% 884
2025
Q1 		$319K Buy
+10,302
New +$344K ﹤0.01% 888

Other funds holding WSBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's WSBC Position: Q2 2026 in Review

EP Wealth Advisors reduced its WesBanco (WSBC) stake by 16% in Q2 2026, selling an estimated $73.2K and leaving 10,546 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

EP Wealth Advisors first reported a position in WSBC in Q1 2025 and has held it in 5 quarters since. The position peaked at $439K in Q4 2025. 345 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

  • EP Wealth Advisors held 10,546 shares of WesBanco worth $412K as of Q2 2026.
  • EP Wealth Advisors sold 2,081 WesBanco shares in Q2 2026, an estimated $73.2K.
  • WesBanco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1121 holding.
  • EP Wealth Advisors first reported a position in WesBanco in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's WesBanco position peaked at $439K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.