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Waverly Advisors’s WesBanco WSBC Stock Holding History

Waverly 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 		$324K Buy
8,296
+1,480
+22% +$52.1K ﹤0.01% 1377
2026
Q1 		$235K Buy
6,816
+169
+3% +$5.9K ﹤0.01% 1427
2025
Q4 		$221K Buy
+6,647
New +$215K ﹤0.01% 1344

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 $3.38T AUM 44.17% 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

Waverly Advisors's WSBC Position: Q2 2026 in Review

Waverly Advisors increased its WesBanco (WSBC) stake by 22% in Q2 2026, buying an estimated $52.1K and bringing the position to 8,296 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Waverly Advisors first reported a position in WSBC in Q4 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold WSBC as of Q2 2026.

  • Waverly Advisors held 8,296 shares of WesBanco worth $324K as of Q2 2026.
  • Waverly Advisors bought 1,480 WesBanco shares in Q2 2026, an estimated $52.1K.
  • WesBanco made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1377 holding.
  • Waverly Advisors first reported a position in WesBanco in Q4 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held WesBanco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.