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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
ADI icon
326
Analog Devices
ADI
$188B
$1.28M 0.04%
4,736
-3,777
-44% -$949K
CL icon
327
Colgate-Palmolive
CL
$74B
$1.28M 0.04%
16,250
-1,454
-8% -$114K
DFUS
328
Dimensional US Equity ETF
DFUS
$21.6B
$1.28M 0.04%
17,312
– –
ITGR icon
329
Integer Holdings
ITGR
$4.25B
$1.28M 0.04%
16,318
– –
GEF icon
330
Greif
GEF
$4.96B
$1.28M 0.04%
18,839
+9,000
+91% +$564K
BNY
331
Bank of New York Mellon
BNY
$108B
$1.27M 0.03%
10,923
+1,847
+20% +$204K
ROP icon
332
Roper Technologies
ROP
$39.9B
$1.26M 0.03%
2,824
-95
-3% -$44K
VNQ icon
333
Vanguard Real Estate ETF
VNQ
$38.6B
$1.23M 0.03%
13,928
-320
-2% -$28.8K
JBLU icon
334
JetBlue
JBLU
$2.14B
$1.23M 0.03%
270,000
+120,000
+80% +$547K
KRE icon
335
State Street SPDR S&P Regional Banking ETF
KRE
$4.55B
$1.22M 0.03%
18,751
-1,200
-6% -$75.4K
FWRG icon
336
First Watch Restaurant Group
FWRG
$741M
$1.2M 0.03%
79,699
– –
FTRB icon
337
Federated Hermes Total Return Bond ETF
FTRB
$587M
$1.19M 0.03%
46,872
+10,557
+29% +$270K
ODD icon
338
ODDITY Tech
ODD
$586M
$1.19M 0.03%
29,600
+11,000
+59% +$497K
SUSA icon
339
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$1.19M 0.03%
8,508
-367
-4% -$50.7K
BDC icon
340
Belden
BDC
$5.27B
$1.17M 0.03%
+10,000
New +$1.17M
IWD icon
341
iShares Russell 1000 Value ETF
IWD
$84.1B
$1.16M 0.03%
5,538
-541
-9% -$112K
PYPL icon
342
PayPal
PYPL
$50.2B
$1.15M 0.03%
19,777
-4,344
-18% -$282K
C icon
343
Citigroup
C
$227B
$1.13M 0.03%
9,672
+923
+11% +$95.8K
CGON icon
344
CG Oncology
CGON
$6.68B
$1.12M 0.03%
27,000
– –
EIG icon
345
Employers Holdings
EIG
$881M
$1.11M 0.03%
25,600
– –
IWO icon
346
iShares Russell 2000 Growth ETF
IWO
$14.9B
$1.1M 0.03%
3,412
+33
+1% +$10.7K
PHR icon
347
Phreesia
PHR
$766M
$1.09M 0.03%
64,500
– –
PBH icon
348
Prestige Consumer Healthcare
PBH
$2.49B
$1.09M 0.03%
17,609
– –
KFY icon
349
Korn Ferry
KFY
$4.26B
$1.09M 0.03%
16,445
-16,500
-50% -$1.11M
TIP icon
350
iShares TIPS Bond ETF
TIP
$14.7B
$1.08M 0.03%
9,817
-1,352
-12% -$150K
12 13
14
15 16

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JSW
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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.