We are live on ! Find out more
WB

WesBanco Bank Portfolio holdings

AUM $3.61B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
+0.41%
1 Year Est. Return
+24.09%
3 Year Est. Return
+68.06%
5 Year Est. Return
+87.43%
10 Year Est. Return
–
AUM
$3.61B
AUM Growth
-$18.8M
Cap. Flow
+$40.7M
Cap. Flow %
1.13%
Top 10 Hldgs %
29.3%
Holding
719
New
50
Increased
172
Reduced
285
Closed
45

Top Buys

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$11.1M
2
MU icon
Micron Technology
MU
+$8.32M
3
INTU icon
Intuit
INTU
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.97M
5
BNY
Bank of New York Mellon
BNY
+$5.47M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$13.2M
2
UNH icon
UnitedHealth
UNH
+$7.88M
3
CG icon
Carlyle Group
CG
+$6.98M
4
CVX icon
Chevron
CVX
+$6.4M
5
AON icon
Aon
AON
+$4.64M

Sector Composition

Rank Sector Weight
1 Technology 21.81%
2 Financials 10.22%
3 Healthcare 7.95%
4 Industrials 7.93%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCY icon
526
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$418K 0.01%
20,000
– –
SPGI icon
527
S&P Global
SPGI
$133B
$416K 0.01%
978
-245
-20% -$114K
MELI icon
528
Mercado Libre
MELI
$93.4B
$415K 0.01%
240
+120
+100% +$231K
FTCS icon
529
First Trust Capital Strength ETF
FTCS
$7.81B
$413K 0.01%
4,456
– –
KAI icon
530
Kadant
KAI
$3.63B
$412K 0.01%
1,410
-80
-5% -$25.7K
AMLP icon
531
Alerian MLP ETF
AMLP
$12.9B
$403K 0.01%
7,648
+2,242
+41% +$114K
NLY icon
532
Annaly Capital Management
NLY
$16.7B
$400K 0.01%
18,900
– –
FLOT icon
533
iShares Floating Rate Bond ETF
FLOT
$10.1B
$396K 0.01%
7,779
-79
-1% -$4.02K
SPG icon
534
Simon Property Group
SPG
$73.9B
$393K 0.01%
2,106
-305
-13% -$58.2K
DRI icon
535
Darden Restaurants
DRI
$22B
$392K 0.01%
2,000
– –
RVTY icon
536
Revvity
RVTY
$12B
$391K 0.01%
4,460
-2
-0% -$198
ADX icon
537
Adams Diversified Equity Fund
ADX
$3.2B
$389K 0.01%
17,770
-3,596
-17% -$82.5K
CME icon
538
CME Group
CME
$89.1B
$385K 0.01%
1,303
-150
-10% -$44.6K
WPM icon
539
Wheaton Precious Metals
WPM
$47B
$383K 0.01%
2,923
– –
LCII icon
540
LCI Industries
LCII
$2.59B
$374K 0.01%
3,043
– –
FISV
541
Fiserv Inc
FISV
$27.4B
$372K 0.01%
6,667
-338
-5% -$20.9K
APAM icon
542
Artisan Partners
APAM
$2.73B
$369K 0.01%
10,131
– –
J icon
543
Jacobs Solutions
J
$15.5B
$368K 0.01%
2,890
-942
-25% -$128K
SCHO icon
544
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$364K 0.01%
15,000
+6,280
+72% +$153K
DCI icon
545
Donaldson
DCI
$10.4B
$358K 0.01%
4,222
-200
-5% -$19.3K
SRE icon
546
Sempra
SRE
$59.4B
$357K 0.01%
3,674
– –
BSX icon
547
Boston Scientific
BSX
$65.9B
$356K 0.01%
5,669
-4,749
-46% -$380K
ESGU icon
548
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$354K 0.01%
2,506
– –
ATO icon
549
Atmos Energy
ATO
$29.5B
$352K 0.01%
1,905
-109
-5% -$19.3K
ELV icon
550
Elevance Health
ELV
$83.4B
$350K 0.01%
1,195
-52
-4% -$17.1K
20 21
22
23 24

Similar funds

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

WesBanco Bank's Q1 2026 Portfolio in Review

As of Q1 2026, WesBanco Bank held 719 positions worth $3.61B, down 0.52% from $3.63B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

WesBanco Bank's Q1 2026 filing shows 50 new, 172 increased, 285 reduced and 45 closed positions. Its largest new stake was Intuit: 16,938 shares worth $7.32M. The largest sale was Salesforce, an estimated $13.2M.

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 2026 buy was Intuit: 16,938 shares worth $7.32M.
  • WesBanco Bank added most to Intuitive Surgical in Q1 2026, an estimated $11.1M increase.
  • WesBanco Bank's biggest Q1 2026 reduction was Salesforce, cutting an estimated $13.2M.
  • WesBanco Bank fully exited Box in Q1 2026, selling an estimated $2.43M.
  • WesBanco Bank's ten largest holdings make up 29% of its $3.61B portfolio in Q1 2026.
  • WesBanco Bank opened 50 new positions and closed 45 in Q1 2026.
  • WesBanco Bank's portfolio value fell 0.52% quarter-over-quarter to $3.61B.

Based on WesBanco Bank's 13F filing for Q1 2026, filed 21 Apr 2026.