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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
SNDX icon
401
Syndax Pharmaceuticals
SNDX
$1.82B
$777K 0.02%
+37,000
New +$645K
GDX icon
402
VanEck Gold Miners ETF
GDX
$27.6B
$776K 0.02%
9,052
+318
+4% +$25.1K
TTC icon
403
Toro Company
TTC
$9.4B
$765K 0.02%
9,716
– –
PWR icon
404
Quanta Services
PWR
$99.4B
$761K 0.02%
1,803
– –
ED icon
405
Consolidated Edison
ED
$39.3B
$759K 0.02%
7,638
-3,559
-32% -$353K
LITE icon
406
Lumentum
LITE
$63.3B
$750K 0.02%
2,036
– –
ITOT icon
407
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$742K 0.02%
4,988
+397
+9% +$58.6K
NNN icon
408
NNN REIT
NNN
$8.8B
$736K 0.02%
18,563
+540
+3% +$22.1K
GOLF icon
409
Acushnet Holdings
GOLF
$5.34B
$731K 0.02%
9,159
– –
DGX icon
410
Quest Diagnostics
DGX
$26.2B
$731K 0.02%
4,210
-394
-9% -$71.7K
JMUB icon
411
JPMorgan Municipal ETF
JMUB
$8.49B
$724K 0.02%
+14,335
New +$725K
GSHD icon
412
Goosehead Insurance
GSHD
$2.29B
$722K 0.02%
9,800
– –
JEPI icon
413
JPMorgan Equity Premium Income ETF
JEPI
$46B
$718K 0.02%
12,544
+689
+6% +$39.3K
KR icon
414
Kroger
KR
$34.6B
$718K 0.02%
11,487
-3,777
-25% -$247K
EFX icon
415
Equifax
EFX
$21.3B
$713K 0.02%
3,288
– –
KMB icon
416
Kimberly-Clark
KMB
$35.9B
$710K 0.02%
7,041
-2
-0% -$219
WTS icon
417
Watts Water Technologies
WTS
$12.8B
$708K 0.02%
2,565
– –
TPG icon
418
TPG
TPG
$7.93B
$702K 0.02%
11,000
– –
IBP icon
419
Installed Building Products
IBP
$6.27B
$698K 0.02%
2,690
– –
CGNX icon
420
Cognex
CGNX
$10.8B
$684K 0.02%
+19,000
New +$769K
IP icon
421
International Paper
IP
$21.9B
$683K 0.02%
17,341
-8
-0% -$329
ALLE icon
422
Allegion
ALLE
$14.1B
$682K 0.02%
4,281
+400
+10% +$66.7K
COR icon
423
Cencora
COR
$62B
$681K 0.02%
2,017
-364
-15% -$124K
IYH icon
424
iShares US Healthcare ETF
IYH
$3.77B
$676K 0.02%
10,385
– –
ABVX
425
Abivax
ABVX
$11.1B
$674K 0.02%
+5,000
New +$546K
15 16
17
18 19

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BWA
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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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BHC
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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.