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
+8.56%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$3.6B
AUM Growth
+$226M
Cap. Flow
-$14.4M
Cap. Flow %
-0.4%
Top 10 Hldgs %
30.85%
Holding
716
New
66
Increased
227
Reduced
243
Closed
27

Top Buys

Rank Stock Value
1
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$11.5M
2
DUK icon
Duke Energy
DUK
+$9.14M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.1M
4
CARR icon
Carrier Global
CARR
+$8.3M
5
KO icon
Coca-Cola
KO
+$6.75M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$11.3M
2
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$10.4M
3
NEE icon
NextEra Energy
NEE
+$8.53M
4
PEP icon
PepsiCo
PEP
+$8.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.81M

Sector Composition

Rank Sector Weight
1 Technology 24.73%
2 Financials 11.14%
3 Industrials 7.75%
4 Healthcare 7.43%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
326
Cardinal Health
CAH
$55.5B
$1.32M 0.04%
8,440
-1,137
-12% -$176K
QLD icon
327
ProShares Ultra QQQ
QLD
$14B
$1.32M 0.04%
19,200
– –
ESGE icon
328
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$1.31M 0.04%
30,176
-931
-3% -$38K
VNQ icon
329
Vanguard Real Estate ETF
VNQ
$38.6B
$1.3M 0.04%
14,248
+285
+2% +$25.9K
NEA icon
330
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.41B
$1.29M 0.04%
112,980
+462
+0.4% +$5.08K
DES icon
331
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$1.28M 0.04%
38,091
-867
-2% -$28.8K
NBIX icon
332
Neurocrine Biosciences
NBIX
$16.8B
$1.26M 0.04%
+9,000
New +$1.22M
KRE icon
333
State Street SPDR S&P Regional Banking ETF
KRE
$4.56B
$1.26M 0.04%
19,951
-587
-3% -$37K
DFUS
334
Dimensional US Equity ETF
DFUS
$21.6B
$1.25M 0.03%
17,312
– –
BRBR icon
335
BellRing Brands
BRBR
$1.32B
$1.25M 0.03%
+34,462
New +$1.56M
FWRG icon
336
First Watch Restaurant Group
FWRG
$742M
$1.25M 0.03%
79,699
– –
TIP icon
337
iShares TIPS Bond ETF
TIP
$14.7B
$1.24M 0.03%
11,169
+390
+4% +$43.1K
IWD icon
338
iShares Russell 1000 Value ETF
IWD
$84.2B
$1.24M 0.03%
6,079
-66
-1% -$13.1K
HCKT icon
339
Hackett Group
HCKT
$279M
$1.23M 0.03%
64,700
– –
EPD icon
340
Enterprise Products Partners
EPD
$82.2B
$1.21M 0.03%
38,812
– –
SUSA icon
341
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$1.2M 0.03%
8,875
– –
OKE icon
342
Oneok
OKE
$56.9B
$1.2M 0.03%
16,486
-827
-5% -$63.3K
BL icon
343
BlackLine
BL
$1.7B
$1.17M 0.03%
22,000
– –
ODD icon
344
ODDITY Tech
ODD
$585M
$1.16M 0.03%
18,600
– –
EXEL icon
345
Exelixis
EXEL
$13.1B
$1.16M 0.03%
+28,034
New +$1.13M
AZTA icon
346
Azenta
AZTA
$1.54B
$1.14M 0.03%
39,711
+8,711
+28% +$270K
STKL
347
DELISTED
SunOpta
STKL
$1.13M 0.03%
193,100
– –
ED icon
348
Consolidated Edison
ED
$39.3B
$1.13M 0.03%
11,197
-108
-1% -$10.8K
NUE icon
349
Nucor
NUE
$62.5B
$1.12M 0.03%
8,294
+247
+3% +$35K
HWM icon
350
Howmet Aerospace
HWM
$113B
$1.11M 0.03%
5,659
+78
+1% +$14.2K
12 13
14
15 16

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 Q3 2025 Portfolio in Review

As of Q3 2025, WesBanco Bank held 716 positions worth $3.6B, up 6.7% from $3.37B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

WesBanco Bank's Q3 2025 filing shows 66 new, 227 increased, 243 reduced and 27 closed positions. Its largest new stake was Pinterest: 70,876 shares worth $2.28M. The largest sale was Apple, an estimated $11.3M.

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

  • WesBanco Bank's largest Q3 2025 buy was Pinterest: 70,876 shares worth $2.28M.
  • WesBanco Bank added most to Vanguard Russell 2000 ETF in Q3 2025, an estimated $11.5M increase.
  • WesBanco Bank's biggest Q3 2025 reduction was Apple, cutting an estimated $11.3M.
  • WesBanco Bank fully exited Keurig Dr Pepper in Q3 2025, selling an estimated $3.15M.
  • WesBanco Bank's ten largest holdings make up 31% of its $3.6B portfolio in Q3 2025.
  • WesBanco Bank opened 66 new positions and closed 27 in Q3 2025.
  • WesBanco Bank's portfolio value rose 6.7% quarter-over-quarter to $3.6B.

Based on WesBanco Bank's 13F filing for Q3 2025, filed 6 Nov 2025.