WBI Investments’s WesBanco WSBC Stock Holding History

WBI Investments’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
2025 Q3	–	Sell	-25,112	Closed	-$794K	–	379
2025 Q2	$794K	Buy	+25,112	New	+$760K	0.21%	151
2025 Q1	–	Sell	-6,502	Closed	-$212K	–	307
2024 Q4	$212K	Buy	+6,502	New	+$215K	0.05%	193
2023 Q4	–	Sell	-12,910	Closed	-$315K	–	236
2023 Q3	$315K	Buy	+12,910	New	+$336K	0.06%	165
2022 Q4	–	Sell	-6,935	Closed	-$231K	–	174
2022 Q3	$231K	Buy	+6,935	New	+$235K	0.07%	102
2020 Q4	–	Sell	-14,435	Closed	-$308K	–	208
2020 Q3	$308K	Buy	+14,435	New	+$307K	0.05%	99

Other funds holding WSBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return