Institute for Wealth Management’s WesBanco WSBC Stock Holding History

Institute for Wealth Management’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	$2.58K	Buy	+66	New	+$2.32K	﹤0.01%	1556

Other funds holding WSBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's WSBC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WesBanco (WSBC) in Q2 2026: 66 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1556 among its holdings.

170 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

Institute for Wealth Management held 66 shares of WesBanco worth $2.58K as of Q2 2026.
WesBanco was a new Institute for Wealth Management position in Q2 2026.
WesBanco made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1556 holding.
170 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.