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
-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
PSA icon
451
Public Storage
PSA
$60.9B
$449K 0.02%
1,499
-146
-9% -$43.7K
SCHW
452
Charles Schwab
SCHW
$186B
$441K 0.02%
5,639
-733
-12% -$57.5K
GRNB icon
453
VanEck Green Bond ETF
GRNB
$184M
$439K 0.02%
18,260
– –
AMTM
454
Amentum Holdings
AMTM
$5.47B
$438K 0.02%
24,050
– –
USMV icon
455
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$434K 0.02%
4,631
+175
+4% +$16.1K
TD icon
456
Toronto Dominion Bank
TD
$202B
$431K 0.02%
7,195
– –
LEN icon
457
Lennar Class A
LEN
$20.8B
$431K 0.01%
3,751
-124
-3% -$15.5K
NOW icon
458
ServiceNow
NOW
$131B
$429K 0.01%
2,695
-1,550
-37% -$299K
JKHY icon
459
Jack Henry & Associates
JKHY
$11B
$429K 0.01%
2,350
+796
+51% +$139K
JEPI icon
460
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$420K 0.01%
7,349
+900
+14% +$52.4K
TSCO icon
461
Tractor Supply
TSCO
$18.3B
$419K 0.01%
7,610
-250
-3% -$13.7K
VYM icon
462
Vanguard High Dividend Yield ETF
VYM
$84B
$419K 0.01%
3,250
+446
+16% +$58.4K
IJJ icon
463
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.01B
$417K 0.01%
3,487
-40
-1% -$5.01K
DRI icon
464
Darden Restaurants
DRI
$25B
$416K 0.01%
2,003
+25
+1% +$4.83K
NVS icon
465
Novartis
NVS
$298B
$408K 0.01%
3,664
– –
EXC icon
466
Exelon
EXC
$46.2B
$403K 0.01%
8,751
-1,200
-12% -$50.2K
WSM icon
467
Williams-Sonoma
WSM
$29.8B
$402K 0.01%
2,540
+500
+25% +$96.6K
CAH icon
468
Cardinal Health
CAH
$59.8B
$400K 0.01%
2,907
– –
FTCS icon
469
First Trust Capital Strength ETF
FTCS
$7.99B
$399K 0.01%
4,456
– –
EQT icon
470
EQT Corp
EQT
$33.9B
$396K 0.01%
7,414
-1,152
-13% -$58.8K
APAM icon
471
Artisan Partners
APAM
$3.02B
$396K 0.01%
10,131
– –
PWR icon
472
Quanta Services
PWR
$101B
$396K 0.01%
1,558
-6,634
-81% -$1.92M
CWAN
473
DELISTED
Clearwater Analytics
CWAN
$394K 0.01%
14,703
– –
HYG icon
474
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$392K 0.01%
4,964
+1
+0% +$79
BNY
475
Bank of New York Mellon
BNY
$109B
$390K 0.01%
4,648
-3,750
-45% -$315K
17 18
19
20 21

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 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.