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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
FCN icon
426
FTI Consulting
FCN
$4.17B
$671K 0.02%
3,926
– –
HIG icon
427
Hartford Financial Services
HIG
$38.7B
$668K 0.02%
4,845
-110
-2% -$14.5K
EXC icon
428
Exelon
EXC
$45.8B
$667K 0.02%
15,303
-2,430
-14% -$111K
FBTC icon
429
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$664K 0.02%
8,705
+100
+1% +$8.73K
PKG icon
430
Packaging Corp of America
PKG
$22.7B
$660K 0.02%
3,200
-991
-24% -$202K
VTIP icon
431
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$659K 0.02%
13,328
– –
HLAL icon
432
Wahed FTSE USA Shariah ETF
HLAL
$954M
$658K 0.02%
10,614
-500
-4% -$30.6K
SOLS
433
Solstice Advanced Materials
SOLS
$9.58B
$649K 0.02%
+13,349
New +$628K
TD icon
434
Toronto Dominion Bank
TD
$200B
$645K 0.02%
6,848
– –
SMPL icon
435
Simply Good Foods
SMPL
$956M
$643K 0.02%
+32,000
New +$666K
SPGI icon
436
S&P Global
SPGI
$121B
$639K 0.02%
1,223
-105
-8% -$52K
JKHY icon
437
Jack Henry & Associates
JKHY
$11B
$638K 0.02%
3,497
+1,118
+47% +$186K
AMP icon
438
Ameriprise Financial
AMP
$49.2B
$637K 0.02%
1,300
-359
-22% -$170K
DELL icon
439
Dell
DELL
$296B
$636K 0.02%
5,049
-809
-14% -$114K
IGSB icon
440
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$626K 0.02%
11,845
-1,009
-8% -$53.4K
CDNS icon
441
Cadence Design Systems
CDNS
$91.4B
$622K 0.02%
1,990
-28
-1% -$9.14K
LRCX icon
442
Lam Research
LRCX
$383B
$620K 0.02%
3,622
-10
-0.3% -$1.55K
MET icon
443
MetLife
MET
$61.7B
$614K 0.02%
7,774
-98
-1% -$7.76K
IEMG icon
444
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$613K 0.02%
9,113
-1,684
-16% -$113K
MC icon
445
Moelis & Co
MC
$4.72B
$611K 0.02%
8,889
+180
+2% +$12K
ICE icon
446
Intercontinental Exchange
ICE
$84.5B
$611K 0.02%
3,771
-496
-12% -$77.7K
SHY icon
447
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$599K 0.02%
7,230
-829
-10% -$68.7K
SYF icon
448
Synchrony
SYF
$25.4B
$595K 0.02%
7,134
+274
+4% +$20.9K
SHW icon
449
Sherwin-Williams
SHW
$88.1B
$590K 0.02%
1,820
-64
-3% -$21.4K
YUM icon
450
Yum! Brands
YUM
$39.7B
$589K 0.02%
3,896
-30
-0.8% -$4.44K
16 17
18
19 20

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BWA
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MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
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.