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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
FISV
501
Fiserv Inc
FISV
$27.8B
$471K 0.01%
7,005
-173
-2% -$14.5K
SPTS icon
502
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$465K 0.01%
15,865
+828
+6% +$24.3K
UBCP icon
503
United Bancorp
UBCP
$93M
$464K 0.01%
32,360
– –
CBFV icon
504
CB Financial Services
CBFV
$190M
$464K 0.01%
13,307
+2,395
+22% +$81.2K
NVS icon
505
Novartis
NVS
$298B
$462K 0.01%
3,350
-174
-5% -$22.8K
CARL
506
Carlsmed
CARL
$375M
$457K 0.01%
+37,000
New +$493K
HYG icon
507
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$453K 0.01%
5,613
+213
+4% +$17.2K
WMB icon
508
Williams Companies
WMB
$87.9B
$452K 0.01%
7,525
-24
-0.3% -$1.45K
BANF icon
509
BancFirst
BANF
$3.77B
$452K 0.01%
4,260
– –
EME icon
510
Emcor
EME
$35.7B
$449K 0.01%
734
-325
-31% -$210K
SPG icon
511
Simon Property Group
SPG
$71.5B
$446K 0.01%
2,411
+335
+16% +$60.9K
GRNB icon
512
VanEck Green Bond ETF
GRNB
$184M
$444K 0.01%
18,260
– –
PAYX icon
513
Paychex
PAYX
$43.1B
$441K 0.01%
3,932
+878
+29% +$103K
OXLC
514
Oxford Lane Capital
OXLC
$905M
$441K 0.01%
30,090
-1
-0% -$15
SRRK icon
515
Scholar Rock
SRRK
$6.32B
$441K 0.01%
+10,000
New +$375K
ELV icon
516
Elevance Health
ELV
$86.2B
$437K 0.01%
1,247
-11
-0.9% -$3.72K
DLN icon
517
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
$435K 0.01%
4,938
-147
-3% -$12.8K
PCY icon
518
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$433K 0.01%
+20,000
New +$435K
RVTY icon
519
Revvity
RVTY
$12.9B
$432K 0.01%
4,462
– –
TXT icon
520
Textron
TXT
$15.3B
$431K 0.01%
4,948
-34,532
-87% -$2.89M
KAI icon
521
Kadant
KAI
$3.94B
$425K 0.01%
1,490
– –
SPUS icon
522
SP Funds S&P 500 Sharia ETF
SPUS
$3.06B
$423K 0.01%
8,275
– –
NLY icon
523
Annaly Capital Management
NLY
$17.3B
$423K 0.01%
18,900
-10
-0.1% -$218
IUSV icon
524
iShares Core S&P US Value ETF
IUSV
$27.8B
$422K 0.01%
4,112
– –
SPLV icon
525
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$421K 0.01%
5,899
+524
+10% +$37.7K
19 20
21
22 23

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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
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 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.