True Wealth Design’s WesBanco WSBC Stock Holding History

True Wealth Design’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 Q3	$33.6K	Hold	897	–	–	0.01%	656
2026 Q2	$35K	Buy	897 +28	+3%	+$985	0.01%	620
2026 Q1	$30K	Hold	869	–	–	0.01%	558
2025 Q4	$28.9K	Sell	869 -8	-0.9%	-$259	0.01%	490
2025 Q3	$28K	Buy	877 +384	+78%	+$12.2K	0.01%	487
2025 Q2	$15.6K	Buy	493 +492	+49,200%	+$14.9K	0.01%	451
2025 Q1	$31	Buy	+1	New	+$33	﹤0.01%	2510

Other funds holding WSBC

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

True Wealth Design's WSBC Position: Q3 2026 in Review

True Wealth Design held its WesBanco (WSBC) position steady in Q3 2026 at 897 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #656.

True Wealth Design first reported a position in WSBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $35K in Q2 2026. 32 funds tracked by Wall St. Rank hold WSBC as of Q3 2026.

True Wealth Design held 897 shares of WesBanco worth $33.6K as of Q3 2026.
True Wealth Design left its WesBanco share count unchanged in Q3 2026.
WesBanco made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #656 holding.
True Wealth Design first reported a position in WesBanco in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's WesBanco position peaked at $35K in Q2 2026.
32 funds tracked by Wall St. Rank held WesBanco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.