We are live on ! Find out more
WB

WesBanco Bank Portfolio holdings

AUM $4.02B
1-Year Est. Return 32.62%
This Fund
S&P 500
This Quarter Est. Return
-2.49%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$2.88B
AUM Growth
-$48.6M
Cap. Flow
+$67.3M
Cap. Flow %
2.33%
Top 10 Hldgs %
28.65%
Holding
650
New
28
Increased
189
Reduced
205
Closed
33

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$12.2M
2
BAC icon
Bank of America
BAC
+$10.6M
3
TSLA icon
Tesla
TSLA
+$8.29M
4
NVO
Novo Nordisk
NVO
+$6.17M
5
PANW icon
Palo Alto Networks
PANW
+$6.02M

Top Sells

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$7.39M
2
ORCL icon
Oracle
ORCL
+$6.25M
3
AVGO icon
Broadcom
AVGO
+$4.99M
4
HD icon
Home Depot
HD
+$4M
5
ADBE icon
Adobe
ADBE
+$3.43M

Sector Composition

Rank Sector Weight
1 Technology 22.3%
2 Financials 11.4%
3 Healthcare 9.23%
4 Industrials 7.61%
5 Consumer Staples 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URBN icon
226
Urban Outfitters
URBN
$6.81B
$1.74M 0.06%
33,187
– –
DDOG icon
227
Datadog
DDOG
$93.6B
$1.74M 0.06%
17,510
– –
BROS icon
228
Dutch Bros
BROS
$8.96B
$1.7M 0.06%
27,485
-7,000
-20% -$461K
MGC icon
229
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$1.7M 0.06%
8,423
– –
FISV
230
Fiserv Inc
FISV
$27.8B
$1.7M 0.06%
7,680
+456
+6% +$99.8K
AVA icon
231
Avista
AVA
$3.2B
$1.69M 0.06%
40,400
+10,400
+35% +$395K
XLI icon
232
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$1.69M 0.06%
12,883
+350
+3% +$47.3K
VCTR icon
233
Victory Capital Holdings
VCTR
$6.85B
$1.68M 0.06%
28,962
– –
ADI icon
234
Analog Devices
ADI
$187B
$1.67M 0.06%
8,286
+484
+6% +$105K
CLS icon
235
Celestica
CLS
$36.2B
$1.66M 0.06%
21,000
-14,400
-41% -$1.53M
PJT icon
236
PJT Partners
PJT
$4.33B
$1.62M 0.06%
11,736
– –
ROK icon
237
Rockwell Automation
ROK
$48.3B
$1.61M 0.06%
6,249
+279
+5% +$77.7K
ARQT icon
238
Arcutis Biotherapeutics
ARQT
$3.26B
$1.61M 0.06%
102,700
– –
LHX icon
239
L3Harris
LHX
$54B
$1.61M 0.06%
7,673
-2
-0% -$419
IIIV icon
240
i3 Verticals
IIIV
$328M
$1.6M 0.06%
64,947
– –
ABCB icon
241
Ameris Bancorp
ABCB
$5.88B
$1.6M 0.06%
27,827
– –
SHY icon
242
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$1.58M 0.06%
19,146
-36,030
-65% -$2.96M
MDT icon
243
Medtronic
MDT
$114B
$1.58M 0.05%
17,594
-1,320
-7% -$118K
ELAN icon
244
Elanco Animal Health
ELAN
$11.1B
$1.57M 0.05%
149,706
– –
AXSM icon
245
Axsome Therapeutics
AXSM
$11.4B
$1.55M 0.05%
13,300
– –
IWB icon
246
iShares Russell 1000 ETF
IWB
$50.2B
$1.52M 0.05%
4,970
+33
+0.7% +$10.7K
NI icon
247
NiSource
NI
$20B
$1.5M 0.05%
37,481
-1,385
-4% -$53.4K
MGY icon
248
Magnolia Oil & Gas
MGY
$6.16B
$1.49M 0.05%
59,138
– –
GWW icon
249
W.W. Grainger
GWW
$61.1B
$1.49M 0.05%
1,510
– –
IBB icon
250
iShares Biotechnology ETF
IBB
$9.82B
$1.49M 0.05%
11,647
-50
-0.4% -$6.78K
8 9
10
11 12

Similar funds

JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

WesBanco Bank's Q1 2025 Portfolio in Review

As of Q1 2025, WesBanco Bank held 650 positions worth $2.88B, down 1.7% from $2.93B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

WesBanco Bank's Q1 2025 filing shows 28 new, 189 increased, 205 reduced and 33 closed positions. Its largest new stake was Snowflake: 19,332 shares worth $2.83M. The largest sale was PayPal, an estimated $7.39M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WesBanco Bank's largest Q1 2025 buy was Snowflake: 19,332 shares worth $2.83M.
  • WesBanco Bank added most to NVIDIA in Q1 2025, an estimated $12.2M increase.
  • WesBanco Bank's biggest Q1 2025 reduction was PayPal, cutting an estimated $7.39M.
  • WesBanco Bank fully exited IQVIA in Q1 2025, selling an estimated $2.88M.
  • WesBanco Bank's ten largest holdings make up 29% of its $2.88B portfolio in Q1 2025.
  • WesBanco Bank opened 28 new positions and closed 33 in Q1 2025.
  • WesBanco Bank's portfolio value fell 1.7% quarter-over-quarter to $2.88B.

Based on WesBanco Bank's 13F filing for Q1 2025, filed 14 Apr 2025.