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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
CI icon
276
Cigna
CI
$73.5B
$1.63M 0.04%
5,927
-153
-3% -$42.9K
NI icon
277
NiSource
NI
$20.1B
$1.62M 0.04%
38,756
-552
-1% -$23.6K
QLYS icon
278
Qualys
QLYS
$6.51B
$1.62M 0.04%
12,156
+2,000
+20% +$275K
AXSM icon
279
Axsome Therapeutics
AXSM
$11.3B
$1.61M 0.04%
8,800
-4,500
-34% -$628K
VTV icon
280
Vanguard Morningstar Value ETF
VTV
$192B
$1.6M 0.04%
8,363
+891
+12% +$168K
KLAC icon
281
KLA
KLAC
$253B
$1.59M 0.04%
13,070
-110
-0.8% -$12.9K
KRUS icon
282
Kura Sushi USA
KRUS
$582M
$1.59M 0.04%
30,300
+12,000
+66% +$655K
Q
283
Qnity Electronics Inc
Q
$28.4B
$1.57M 0.04%
+19,177
New +$1.63M
CEG icon
284
Constellation Energy
CEG
$96.6B
$1.56M 0.04%
4,418
-1,245
-22% -$452K
AVA icon
285
Avista
AVA
$3.2B
$1.56M 0.04%
40,400
– –
CAH icon
286
Cardinal Health
CAH
$55.5B
$1.54M 0.04%
7,492
-948
-11% -$178K
S icon
287
SentinelOne
S
$7.65B
$1.54M 0.04%
102,600
+18,500
+22% +$303K
MTDR icon
288
Matador Resources
MTDR
$6.46B
$1.53M 0.04%
35,994
– –
XLY icon
289
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$1.52M 0.04%
12,730
-174
-1% -$20.6K
FUL icon
290
H.B. Fuller
FUL
$3.26B
$1.52M 0.04%
25,500
– –
SHEL icon
291
Shell
SHEL
$249B
$1.51M 0.04%
20,565
-5,489
-21% -$404K
VTHR icon
292
Vanguard Russell 3000 ETF
VTHR
$4.85B
$1.5M 0.04%
5,005
– –
ULTA icon
293
Ulta Beauty
ULTA
$23.7B
$1.49M 0.04%
2,461
-75
-3% -$41.2K
EEM icon
294
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$1.49M 0.04%
27,192
-1,236
-4% -$67.2K
VIG icon
295
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.48M 0.04%
6,749
-653
-9% -$143K
IVW icon
296
iShares S&P 500 Growth ETF
IVW
$77.5B
$1.47M 0.04%
11,949
-911
-7% -$111K
IGV icon
297
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$1.46M 0.04%
13,828
-1,050
-7% -$115K
IJT icon
298
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.37B
$1.45M 0.04%
10,278
-450
-4% -$63.7K
GBF icon
299
iShares Government/Credit Bond ETF
GBF
$128M
$1.44M 0.04%
13,785
– –
IWV icon
300
iShares Russell 3000 ETF
IWV
$20.4B
$1.44M 0.04%
3,729
-24
-0.6% -$9.21K
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 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.