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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
AMGN icon
26
Amgen
AMGN
$222B
$26.9M 0.74%
82,271
+12,463
+18% +$3.95M
MZTI
27
The Marzetti Company
MZTI
$3.11B
$26.7M 0.74%
162,610
-110
-0.1% -$18.4K
CRM icon
28
Salesforce
CRM
$158B
$26.2M 0.72%
98,932
-6,567
-6% -$1.63M
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.32T
$26.1M 0.72%
83,263
+6,707
+9% +$1.92M
TMO icon
30
Thermo Fisher Scientific
TMO
$220B
$25.6M 0.7%
44,165
-5,474
-11% -$3.1M
PH icon
31
Parker-Hannifin
PH
$135B
$25.5M 0.7%
29,060
-3,000
-9% -$2.46M
BND icon
32
Vanguard Total Bond Market
BND
$158B
$25.4M 0.7%
342,499
+3,860
+1% +$287K
MUB icon
33
iShares National Muni Bond ETF
MUB
$45.5B
$25.3M 0.7%
236,433
+11,633
+5% +$1.25M
TXN icon
34
Texas Instruments
TXN
$261B
$25.1M 0.69%
144,441
-3,512
-2% -$601K
TSLA icon
35
Tesla
TSLA
$1.3T
$24.8M 0.68%
55,211
-666
-1% -$295K
IBM icon
36
IBM
IBM
$224B
$23.8M 0.66%
80,426
-373
-0.5% -$112K
ETN icon
37
Eaton
ETN
$174B
$23.8M 0.66%
74,776
-6,137
-8% -$2.17M
HD icon
38
Home Depot
HD
$355B
$23.8M 0.66%
69,151
+2,353
+4% +$862K
VTWO icon
39
Vanguard Russell 2000 ETF
VTWO
$17.9B
$22.6M 0.62%
226,761
+30,063
+15% +$2.99M
XAGG
40
Eaton Vance Income Opportunities ETF
XAGG
$1.33B
$21.4M 0.59%
+425,194
New +$21.4M
DUK icon
41
Duke Energy
DUK
$97.3B
$20.7M 0.57%
176,940
+15,417
+10% +$1.88M
UNH icon
42
UnitedHealth
UNH
$370B
$20.7M 0.57%
62,615
-2,137
-3% -$724K
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$20.5M 0.56%
30,071
-3,395
-10% -$2.29M
VOO icon
44
Vanguard S&P 500 ETF
VOO
$1.01T
$20.4M 0.56%
32,468
+635
+2% +$395K
IVV icon
45
iShares Core S&P 500 ETF
IVV
$902B
$19.6M 0.54%
28,562
-153
-0.5% -$104K
ABBV icon
46
AbbVie
ABBV
$435B
$18.8M 0.52%
82,082
-9,620
-10% -$2.19M
BAC icon
47
Bank of America
BAC
$442B
$18.6M 0.51%
338,522
+1,983
+0.6% +$105K
USB icon
48
US Bancorp
USB
$99.6B
$17.2M 0.47%
322,368
-18,624
-5% -$916K
ORCL icon
49
Oracle
ORCL
$423B
$16.8M 0.46%
86,198
-2,016
-2% -$480K
VTI icon
50
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$16.4M 0.45%
48,882
-1,559
-3% -$519K
1
2
3 4 5

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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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MGP
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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.