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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EP Wealth Advisors's WSBC Position: Q1 2026 in Review

EP Wealth Advisors reduced its WesBanco (WSBC) stake by 4.5% in Q1 2026, selling an estimated $20.8K and leaving 12,627 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

EP Wealth Advisors first reported a position in WSBC in Q1 2025 and has held it in 4 quarters since. The position peaked at $439K in Q4 2025. 317 funds tracked by Wall St. Rank hold WSBC as of Q1 2026.

  • EP Wealth Advisors held 12,627 shares of WesBanco worth $436K as of Q1 2026.
  • EP Wealth Advisors sold 595 WesBanco shares in Q1 2026, an estimated $20.8K.
  • WesBanco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #966 holding.
  • EP Wealth Advisors first reported a position in WesBanco in Q1 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's WesBanco position peaked at $439K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held WesBanco as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.