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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
PEG icon
476
Public Service Enterprise Group
PEG
$37.2B
$531K 0.01%
6,616
-44
-0.7% -$3.59K
EVHY icon
477
Eaton Vance High Yield ETF
EVHY
$26.1M
$530K 0.01%
+10,000
New +$532K
VTR icon
478
Ventas
VTR
$47.2B
$523K 0.01%
6,764
– –
CRVL icon
479
CorVel
CRVL
$3.12B
$523K 0.01%
7,731
– –
MSI icon
480
Motorola Solutions
MSI
$76.5B
$521K 0.01%
1,359
-86
-6% -$34.6K
GWRS icon
481
Global Water Resources
GWRS
$212M
$520K 0.01%
61,500
– –
MFC icon
482
Manulife Financial
MFC
$73.3B
$518K 0.01%
14,288
+2,250
+19% +$76.4K
FHB icon
483
First Hawaiian
FHB
$3.32B
$517K 0.01%
20,437
– –
J icon
484
Jacobs Solutions
J
$17.2B
$508K 0.01%
3,832
-1,392
-27% -$204K
BNDX icon
485
Vanguard Total International Bond ETF
BNDX
$82.8B
$507K 0.01%
10,484
+1,576
+18% +$77.8K
TRV icon
486
Travelers Companies
TRV
$78.3B
$506K 0.01%
1,744
-1
-0.1% -$281
EXPE icon
487
Expedia Group
EXPE
$37.7B
$505K 0.01%
1,782
+381
+27% +$94.1K
UFPI icon
488
UFP Industries
UFPI
$5.01B
$505K 0.01%
5,543
– –
XLC icon
489
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$499K 0.01%
4,238
-266
-6% -$30.6K
ADX icon
490
Adams Diversified Equity Fund
ADX
$3.28B
$498K 0.01%
21,366
+1,004
+5% +$23K
ECL icon
491
Ecolab
ECL
$79.7B
$497K 0.01%
1,893
– –
REGL icon
492
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
$489K 0.01%
5,801
+73
+1% +$6.13K
FTQI icon
493
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$938M
$481K 0.01%
23,111
+9,332
+68% +$194K
VITL icon
494
Vital Farms
VITL
$483M
$479K 0.01%
+15,000
New +$528K
CVLG icon
495
Covenant Logistics
CVLG
$850M
$474K 0.01%
+21,500
New +$451K
URI icon
496
United Rentals
URI
$70.8B
$473K 0.01%
585
-77
-12% -$66.8K
XLE icon
497
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$473K 0.01%
10,570
-3,000
-22% -$134K
SSO icon
498
ProShares Ultra S&P500
SSO
$8.41B
$472K 0.01%
8,150
– –
USMV icon
499
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$472K 0.01%
5,013
-265
-5% -$25K
BIV icon
500
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$472K 0.01%
6,056
+105
+2% +$8.21K
18 19
20
21 22

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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.