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
+3.16%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$3.63B
AUM Growth
+$35.9M
Cap. Flow
-$42.3M
Cap. Flow %
-1.17%
Top 10 Hldgs %
31.45%
Holding
732
New
43
Increased
165
Reduced
309
Closed
61

Top Buys

Rank Stock Value
1
XAGG
Eaton Vance Income Opportunities ETF
XAGG
+$21.4M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.67M
3
FCX icon
Freeport-McMoran
FCX
+$6.19M
4
CMG icon
Chipotle Mexican Grill
CMG
+$4.5M
5
APO icon
Apollo Global Management
APO
+$4.26M

Top Sells

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$12.4M
2
AAPL icon
Apple
AAPL
+$8.91M
3
SBUX icon
Starbucks
SBUX
+$7.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.37M
5
NEE icon
NextEra Energy
NEE
+$6.88M

Sector Composition

Rank Sector Weight
1 Technology 24.02%
2 Financials 10.99%
3 Healthcare 7.96%
4 Industrials 7.29%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABCB icon
226
Ameris Bancorp
ABCB
$5.83B
$2.07M 0.06%
27,827
– –
CSX icon
227
CSX Corp
CSX
$93.3B
$2.06M 0.06%
56,805
-450
-0.8% -$16.1K
GPOR icon
228
Gulfport Energy Corp
GPOR
$2.94B
$2.06M 0.06%
9,900
– –
VVV icon
229
Valvoline
VVV
$4.31B
$2.05M 0.06%
70,651
+30,000
+74% +$963K
IYW icon
230
iShares US Technology ETF
IYW
$25.3B
$2.04M 0.06%
10,216
-149
-1% -$29.8K
JAAA icon
231
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$2.02M 0.06%
40,000
+30,000
+300% +$1.52M
PLTR icon
232
Palantir
PLTR
$425B
$2.01M 0.06%
11,293
-2,792
-20% -$505K
CADE
233
DELISTED
Cadence Bank
CADE
$2.01M 0.06%
46,816
– –
CHD icon
234
Church & Dwight Co
CHD
$24.6B
$1.98M 0.05%
23,653
-335
-1% -$28.6K
CTRI icon
235
Centuri Holdings
CTRI
$2.4B
$1.97M 0.05%
78,000
– –
IBB icon
236
iShares Biotechnology ETF
IBB
$9.81B
$1.97M 0.05%
11,647
– –
PJT icon
237
PJT Partners
PJT
$4.25B
$1.96M 0.05%
11,736
– –
NSC icon
238
Norfolk Southern
NSC
$75.6B
$1.95M 0.05%
6,754
-330
-5% -$95.4K
TTMI icon
239
TTM Technologies
TTMI
$14B
$1.92M 0.05%
27,800
-12,000
-30% -$783K
ONB icon
240
Old National Bancorp
ONB
$10.1B
$1.91M 0.05%
85,504
– –
ORA icon
241
Ormat Technologies
ORA
$6.73B
$1.9M 0.05%
17,200
-11,200
-39% -$1.23M
MWA icon
242
Mueller Water Products
MWA
$4.08B
$1.9M 0.05%
79,751
+22,000
+38% +$545K
AMAT icon
243
Applied Materials
AMAT
$421B
$1.88M 0.05%
7,319
+428
+6% +$103K
MDT icon
244
Medtronic
MDT
$114B
$1.88M 0.05%
19,567
-987
-5% -$95.9K
VBR icon
245
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$1.87M 0.05%
8,826
-1,266
-13% -$265K
PEN icon
246
Penumbra
PEN
$12.9B
$1.87M 0.05%
6,000
-1,502
-20% -$415K
SGRY icon
247
Surgery Partners
SGRY
$2.02B
$1.85M 0.05%
120,000
– –
MAMA icon
248
Mama's Creations
MAMA
$817M
$1.84M 0.05%
136,500
– –
MCHP icon
249
Microchip Technology
MCHP
$44.1B
$1.84M 0.05%
28,855
-2,944
-9% -$182K
APD icon
250
Air Products & Chemicals
APD
$68.1B
$1.84M 0.05%
7,435
-30
-0.4% -$7.61K
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 Q4 2025 Portfolio in Review

As of Q4 2025, WesBanco Bank held 732 positions worth $3.63B, up 1% from $3.6B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

WesBanco Bank's Q4 2025 filing shows 43 new, 165 increased, 309 reduced and 61 closed positions. Its largest new stake was Eaton Vance Income Opportunities ETF: 425,194 shares worth $21.4M. The largest sale was Morgan Stanley, an estimated $12.4M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Financials and Healthcare.

  • WesBanco Bank's largest Q4 2025 buy was Eaton Vance Income Opportunities ETF: 425,194 shares worth $21.4M.
  • WesBanco Bank added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $7.67M increase.
  • WesBanco Bank's biggest Q4 2025 reduction was Morgan Stanley, cutting an estimated $12.4M.
  • WesBanco Bank fully exited Blue Owl Capital in Q4 2025, selling an estimated $4.12M.
  • WesBanco Bank's ten largest holdings make up 31% of its $3.63B portfolio in Q4 2025.
  • WesBanco Bank opened 43 new positions and closed 61 in Q4 2025.
  • WesBanco Bank's portfolio value rose 1% quarter-over-quarter to $3.63B.

Based on WesBanco Bank's 13F filing for Q4 2025, filed 3 Feb 2026.