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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
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

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

True Wealth Design's WSBC Position: Q2 2026 in Review

True Wealth Design increased its WesBanco (WSBC) stake by 3.2% in Q2 2026, buying an estimated $985 and bringing the position to 897 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #620.

True Wealth Design first reported a position in WSBC in Q1 2025 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

  • True Wealth Design held 897 shares of WesBanco worth $35K as of Q2 2026.
  • True Wealth Design bought 28 WesBanco shares in Q2 2026, an estimated $985.
  • WesBanco made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #620 holding.
  • True Wealth Design first reported a position in WesBanco in Q1 2025 and has held it in 6 quarters since.
  • 345 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.