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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
+8.56%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$3.6B
AUM Growth
+$226M
Cap. Flow
-$14.4M
Cap. Flow %
-0.4%
Top 10 Hldgs %
30.85%
Holding
716
New
66
Increased
227
Reduced
243
Closed
27

Top Buys

Rank Stock Value
1
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$11.5M
2
DUK icon
Duke Energy
DUK
+$9.14M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.1M
4
CARR icon
Carrier Global
CARR
+$8.3M
5
KO icon
Coca-Cola
KO
+$6.75M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$11.3M
2
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$10.4M
3
NEE icon
NextEra Energy
NEE
+$8.53M
4
PEP icon
PepsiCo
PEP
+$8.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.81M

Sector Composition

Rank Sector Weight
1 Technology 24.73%
2 Financials 11.14%
3 Industrials 7.75%
4 Healthcare 7.43%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BANF icon
476
BancFirst
BANF
$3.81B
$539K 0.02%
4,260
– –
SCHW
477
Charles Schwab
SCHW
$186B
$538K 0.02%
5,631
+3
+0.1% +$285
XLC icon
478
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$533K 0.01%
4,504
+497
+12% +$55.2K
XLI icon
479
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$533K 0.01%
3,454
+600
+21% +$90.9K
DSI icon
480
iShares MSCI KLD 400 Social ETF
DSI
$5.51B
$528K 0.01%
4,191
+592
+16% +$71.6K
NOW icon
481
ServiceNow
NOW
$131B
$525K 0.01%
2,850
+1,110
+64% +$207K
SLV icon
482
iShares Silver Trust
SLV
$31.5B
$520K 0.01%
12,269
-75
-0.6% -$2.69K
MU icon
483
Micron Technology
MU
$961B
$519K 0.01%
3,104
-29
-0.9% -$3.71K
ECL icon
484
Ecolab
ECL
$79.6B
$518K 0.01%
1,893
+531
+39% +$144K
UFPI icon
485
UFP Industries
UFPI
$5.09B
$518K 0.01%
5,543
+250
+5% +$25.2K
MAA icon
486
Mid-America Apartment Communities
MAA
$15.3B
$516K 0.01%
3,690
-446
-11% -$64.4K
OXLC
487
Oxford Lane Capital
OXLC
$912M
$509K 0.01%
30,091
+609
+2% +$11.1K
JAAA icon
488
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$508K 0.01%
10,000
– –
FHB icon
489
First Hawaiian
FHB
$3.36B
$507K 0.01%
20,437
– –
USMV icon
490
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$502K 0.01%
5,278
+94
+2% +$8.8K
MPLX icon
491
MPLX
MPLX
$60.1B
$502K 0.01%
10,045
-2,185
-18% -$111K
REGL icon
492
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.81B
$489K 0.01%
5,728
+50
+0.9% +$4.21K
RBC icon
493
RBC Bearings
RBC
$17.6B
$488K 0.01%
1,250
-100
-7% -$38.9K
SYF icon
494
Synchrony
SYF
$25.6B
$487K 0.01%
+6,860
New +$497K
TRV icon
495
Travelers Companies
TRV
$78.7B
$487K 0.01%
1,745
– –
LRCX icon
496
Lam Research
LRCX
$388B
$486K 0.01%
3,632
-372
-9% -$39.4K
BDX icon
497
Becton Dickinson
BDX
$49.2B
$484K 0.01%
2,584
+1
+0% +$186
WMB icon
498
Williams Companies
WMB
$88.9B
$478K 0.01%
7,549
-276
-4% -$16.2K
VTR icon
499
Ventas
VTR
$45.4B
$473K 0.01%
6,764
+6
+0.1% +$403
LEN icon
500
Lennar Class A
LEN
$21B
$473K 0.01%
3,755
+4
+0.1% +$496
18 19
20
21 22

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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 Q3 2025 Portfolio in Review

As of Q3 2025, WesBanco Bank held 716 positions worth $3.6B, up 6.7% from $3.37B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

WesBanco Bank's Q3 2025 filing shows 66 new, 227 increased, 243 reduced and 27 closed positions. Its largest new stake was Pinterest: 70,876 shares worth $2.28M. The largest sale was Apple, an estimated $11.3M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.

  • WesBanco Bank's largest Q3 2025 buy was Pinterest: 70,876 shares worth $2.28M.
  • WesBanco Bank added most to Vanguard Russell 2000 ETF in Q3 2025, an estimated $11.5M increase.
  • WesBanco Bank's biggest Q3 2025 reduction was Apple, cutting an estimated $11.3M.
  • WesBanco Bank fully exited Keurig Dr Pepper in Q3 2025, selling an estimated $3.15M.
  • WesBanco Bank's ten largest holdings make up 31% of its $3.6B portfolio in Q3 2025.
  • WesBanco Bank opened 66 new positions and closed 27 in Q3 2025.
  • WesBanco Bank's portfolio value rose 6.7% quarter-over-quarter to $3.6B.

Based on WesBanco Bank's 13F filing for Q3 2025, filed 6 Nov 2025.