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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
NVTS icon
551
Navitas Semiconductor
NVTS
$3.44B
$361K 0.01%
50,000
– –
SE icon
552
Sea Limited
SE
$70.3B
$357K 0.01%
+2,000
New +$343K
JKHY icon
553
Jack Henry & Associates
JKHY
$11B
$354K 0.01%
2,379
+29
+1% +$4.81K
UGI icon
554
UGI
UGI
$7.29B
$352K 0.01%
10,589
-200
-2% -$6.99K
DG icon
555
Dollar General
DG
$27B
$348K 0.01%
3,371
+1,257
+59% +$138K
FE icon
556
FirstEnergy
FE
$27.1B
$342K 0.01%
7,458
+1,000
+15% +$42.7K
PDBC icon
557
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.63B
$340K 0.01%
25,335
-139,997
-85% -$1.86M
HTZ icon
558
Hertz
HTZ
$756M
$340K 0.01%
50,000
– –
ATO icon
559
Atmos Energy
ATO
$28.4B
$339K 0.01%
1,987
+13
+0.7% +$2.1K
HSY icon
560
Hershey
HSY
$36.7B
$339K 0.01%
1,812
+312
+21% +$56.7K
XEL icon
561
Xcel Energy
XEL
$48B
$334K 0.01%
4,144
+1
+0% +$72
CATH icon
562
Global X S&P 500 Catholic Values ETF
CATH
$1.35B
$333K 0.01%
4,108
– –
LITE icon
563
Lumentum
LITE
$63.3B
$331K 0.01%
+2,036
New +$254K
ADBE icon
564
Adobe
ADBE
$109B
$330K 0.01%
936
-1,127
-55% -$404K
SYY icon
565
Sysco
SYY
$40.1B
$327K 0.01%
3,973
-5,085
-56% -$407K
TROW icon
566
T. Rowe Price
TROW
$24.3B
$325K 0.01%
3,163
-113
-3% -$11.9K
SW
567
Smurfit Westrock
SW
$25B
$324K 0.01%
7,608
– –
CYBR
568
DELISTED
CyberArk
CYBR
$321K 0.01%
665
+165
+33% +$70.8K
CTRA
569
DELISTED
Coterra Energy
CTRA
$320K 0.01%
13,537
-270
-2% -$6.51K
WBD icon
570
Warner Bros
WBD
$67.4B
$319K 0.01%
16,354
-1,226
-7% -$16.7K
KHC icon
571
Kraft Heinz
KHC
$29.6B
$318K 0.01%
12,219
+1,671
+16% +$45.4K
K
572
DELISTED
Kellanova
K
$317K 0.01%
3,862
– –
WPM icon
573
Wheaton Precious Metals
WPM
$60.6B
$316K 0.01%
2,825
– –
TSN icon
574
Tyson Foods
TSN
$20.1B
$314K 0.01%
+5,776
New +$319K
MHD icon
575
BlackRock MuniHoldings Fund
MHD
$604M
$311K 0.01%
26,498
– –
21 22
23
24 25

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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
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CA
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BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

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.