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
VTHR icon
276
Vanguard Russell 3000 ETF
VTHR
$4.85B
$1.24M 0.04%
5,005
– –
PDCO
277
DELISTED
Patterson Companies, Inc.
PDCO
$1.2M 0.04%
38,536
– –
HGV icon
278
Hilton Grand Vacations
HGV
$3.31B
$1.2M 0.04%
32,122
– –
IWD icon
279
iShares Russell 1000 Value ETF
IWD
$84.2B
$1.19M 0.04%
6,327
– –
EPD icon
280
Enterprise Products Partners
EPD
$82.2B
$1.18M 0.04%
34,685
-60
-0.2% -$2K
KRE icon
281
State Street SPDR S&P Regional Banking ETF
KRE
$4.56B
$1.18M 0.04%
20,718
– –
PHR icon
282
Phreesia
PHR
$769M
$1.18M 0.04%
46,000
– –
DES icon
283
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$1.17M 0.04%
36,543
+353
+1% +$11.9K
CMCSA icon
284
Comcast
CMCSA
$89.4B
$1.16M 0.04%
31,377
-7,486
-19% -$270K
GSHD icon
285
Goosehead Insurance
GSHD
$2.29B
$1.16M 0.04%
9,800
– –
XLF icon
286
State Street Financial Select Sector SPDR ETF
XLF
$59B
$1.16M 0.04%
23,217
-632
-3% -$31.7K
GEHC icon
287
GE HealthCare
GEHC
$32.9B
$1.15M 0.04%
14,302
-94
-0.7% -$8.08K
ULTA icon
288
Ulta Beauty
ULTA
$23.6B
$1.15M 0.04%
3,147
-227
-7% -$86.5K
MAS icon
289
Masco
MAS
$14.7B
$1.15M 0.04%
16,475
+525
+3% +$39.3K
FWRG icon
290
First Watch Restaurant Group
FWRG
$742M
$1.14M 0.04%
68,699
– –
BMRN icon
291
BioMarin Pharmaceuticals
BMRN
$13.3B
$1.13M 0.04%
+16,000
New +$1.08M
ESGE icon
292
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$1.13M 0.04%
32,307
+80
+0.2% +$2.79K
ONB icon
293
Old National Bancorp
ONB
$10.1B
$1.11M 0.04%
52,504
– –
WM icon
294
Waste Management
WM
$90.6B
$1.1M 0.04%
4,746
-71
-1% -$15.7K
VXUS icon
295
Vanguard Total International Stock ETF
VXUS
$162B
$1.1M 0.04%
17,687
+5,547
+46% +$343K
IVW icon
296
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.08M 0.04%
11,595
+791
+7% +$79.7K
SUSA icon
297
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$1.07M 0.04%
9,351
+150
+2% +$18.2K
AZTA icon
298
Azenta
AZTA
$1.54B
$1.07M 0.04%
31,000
– –
ELF icon
299
e.l.f. Beauty
ELF
$5.62B
$1.07M 0.04%
17,060
+8,176
+92% +$712K
AFL icon
300
Aflac
AFL
$61.2B
$1.07M 0.04%
9,586
– –
10 11
12
13 14

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.