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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
-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
BL icon
301
BlackLine
BL
$1.7B
$1.07M 0.04%
+22,000
New +$1.2M
OKE icon
302
Oneok
OKE
$56.9B
$1.06M 0.04%
10,700
-275
-3% -$27.3K
IR icon
303
Ingersoll Rand
IR
$33.6B
$1.06M 0.04%
13,192
-20
-0.2% -$1.74K
MTDR icon
304
Matador Resources
MTDR
$6.46B
$1.05M 0.04%
20,494
– –
VNQ icon
305
Vanguard Real Estate ETF
VNQ
$38.6B
$1.04M 0.04%
11,508
-235
-2% -$21.3K
PRI icon
306
Primerica
PRI
$9.65B
$1.04M 0.04%
3,651
– –
S icon
307
SentinelOne
S
$7.62B
$1.04M 0.04%
57,096
+200
+0.4% +$4.34K
VLO icon
308
Valero Energy
VLO
$90.7B
$1.03M 0.04%
7,815
+689
+10% +$91.4K
KMB icon
309
Kimberly-Clark
KMB
$35.9B
$1.02M 0.04%
7,169
+8
+0.1% +$1.08K
ETR icon
310
Entergy
ETR
$49.3B
$1.02M 0.04%
11,876
-448
-4% -$36.9K
IJT icon
311
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$1.01M 0.04%
8,152
+51
+0.6% +$6.82K
IP icon
312
International Paper
IP
$21.9B
$1.01M 0.04%
18,902
-875
-4% -$47.9K
DAL icon
313
Delta Air Lines
DAL
$58.7B
$998K 0.03%
22,897
-3,753
-14% -$222K
DELL icon
314
Dell
DELL
$296B
$996K 0.03%
10,931
-13,700
-56% -$1.45M
VUG icon
315
Vanguard Morningstar Growth ETF
VUG
$230B
$982K 0.03%
15,882
-144
-0.9% -$9.71K
PLD icon
316
Prologis
PLD
$132B
$981K 0.03%
8,776
– –
EXTR icon
317
Extreme Networks
EXTR
$3.09B
$971K 0.03%
73,400
– –
TPYP icon
318
Tortoise North American Pipeline ETF
TPYP
$863M
$961K 0.03%
26,422
+57
+0.2% +$2.03K
PBH icon
319
Prestige Consumer Healthcare
PBH
$2.51B
$955K 0.03%
11,109
– –
XLV icon
320
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$947K 0.03%
6,486
+75
+1% +$10.9K
STKL
321
DELISTED
SunOpta
STKL
$938K 0.03%
193,100
+129,500
+204% +$862K
SGRY icon
322
Surgery Partners
SGRY
$2.09B
$935K 0.03%
39,363
– –
WEC icon
323
WEC Energy
WEC
$34.6B
$933K 0.03%
8,557
-22
-0.3% -$2.25K
VTV icon
324
Vanguard Morningstar Value ETF
VTV
$192B
$929K 0.03%
5,378
+924
+21% +$161K
NOG icon
325
Northern Oil and Gas
NOG
$2.5B
$922K 0.03%
30,500
– –
11 12
13
14 15

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MAM
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ICP
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GCM
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USCWA
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CA
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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.