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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waverly Advisors's WSBC Position: Q1 2026 in Review

Waverly Advisors increased its WesBanco (WSBC) stake by 2.5% in Q1 2026, buying an estimated $5.9K and bringing the position to 6,816 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Waverly Advisors first reported a position in WSBC in Q4 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold WSBC as of Q1 2026.

Waverly Advisors held 6,816 shares of WesBanco worth $235K as of Q1 2026.
Waverly Advisors bought 169 WesBanco shares in Q1 2026, an estimated $5.9K.
WesBanco made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1427 holding.
Waverly Advisors first reported a position in WesBanco in Q4 2025 and has held it in 2 quarters since.
317 funds tracked by Wall St. Rank held WesBanco as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.