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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
-2.49%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$2.88B
AUM Growth
-$48.6M
Cap. Flow
+$67.3M
Cap. Flow %
2.33%
Top 10 Hldgs %
28.65%
Holding
650
New
28
Increased
189
Reduced
205
Closed
33

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$12.2M
2
BAC icon
Bank of America
BAC
+$10.6M
3
TSLA icon
Tesla
TSLA
+$8.29M
4
NVO
Novo Nordisk
NVO
+$6.17M
5
PANW icon
Palo Alto Networks
PANW
+$6.02M

Top Sells

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$7.39M
2
ORCL icon
Oracle
ORCL
+$6.25M
3
AVGO icon
Broadcom
AVGO
+$4.99M
4
HD icon
Home Depot
HD
+$4M
5
ADBE icon
Adobe
ADBE
+$3.43M

Sector Composition

Rank Sector Weight
1 Technology 22.3%
2 Financials 11.4%
3 Healthcare 9.23%
4 Industrials 7.61%
5 Consumer Staples 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXLC
601
Oxford Lane Capital
OXLC
$905M
$48.2K ﹤0.01%
2,042
– –
BTG icon
602
B2Gold
BTG
$6.68B
$29.6K ﹤0.01%
10,400
– –
AIG icon
603
American International
AIG
$40.7B
– –
-4,007
Closed -$292K
ANDE icon
604
Andersons Inc
ANDE
$2.23B
– –
-17,479
Closed -$708K
APP icon
605
Applovin
APP
$113B
– –
-2,000
Closed -$648K
AX icon
606
Axos Financial
AX
$5.63B
– –
-5,300
Closed -$370K
BHP icon
607
BHP
BHP
$230B
– –
-4,218
Closed -$206K
BRCC icon
608
BRC Inc
BRCC
$216M
– –
-154,000
Closed -$488K
CCL icon
609
Carnival Corporation Ltd
CCL
$38B
– –
-11,915
Closed -$297K
COHR icon
610
Coherent
COHR
$63.6B
– –
-3,700
Closed -$351K
EB
611
DELISTED
Eventbrite
EB
– –
-150,500
Closed -$506K
FBIN icon
612
Fortune Brands Innovations
FBIN
$5.73B
– –
-3,158
Closed -$216K
FCX icon
613
Freeport-McMoran
FCX
$98.7B
– –
-5,321
Closed -$203K
HWM icon
614
Howmet Aerospace
HWM
$113B
– –
-5,308
Closed -$581K
IEF icon
615
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
-2,223
Closed -$206K
IQV icon
616
IQVIA
IQV
$39.8B
– –
-14,674
Closed -$2.88M
IRM icon
617
Iron Mountain
IRM
$36.2B
– –
-2,329
Closed -$245K
LQDT icon
618
Liquidity Services
LQDT
$1.28B
– –
-7,000
Closed -$226K
LULU icon
619
lululemon athletica
LULU
$14.5B
– –
-7,437
Closed -$2.84M
P
620
Everpure Inc
P
$32.6B
– –
-38,095
Closed -$2.34M
ROOT icon
621
Root
ROOT
$828M
– –
-3,000
Closed -$218K
SE icon
622
Sea Limited
SE
$70.3B
– –
-3,000
Closed -$318K
SEM
623
DELISTED
Select Medical
SEM
– –
-37,733
Closed -$711K
STT icon
624
State Street
STT
$51.3B
– –
-15,507
Closed -$1.52M
SUB icon
625
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-4,132
Closed -$436K
22 23 24
25
26

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JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
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 Q1 2025 Portfolio in Review

As of Q1 2025, WesBanco Bank held 650 positions worth $2.88B, down 1.7% from $2.93B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

WesBanco Bank's Q1 2025 filing shows 28 new, 189 increased, 205 reduced and 33 closed positions. Its largest new stake was Snowflake: 19,332 shares worth $2.83M. The largest sale was PayPal, an estimated $7.39M.

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 2025 buy was Snowflake: 19,332 shares worth $2.83M.
  • WesBanco Bank added most to NVIDIA in Q1 2025, an estimated $12.2M increase.
  • WesBanco Bank's biggest Q1 2025 reduction was PayPal, cutting an estimated $7.39M.
  • WesBanco Bank fully exited IQVIA in Q1 2025, selling an estimated $2.88M.
  • WesBanco Bank's ten largest holdings make up 29% of its $2.88B portfolio in Q1 2025.
  • WesBanco Bank opened 28 new positions and closed 33 in Q1 2025.
  • WesBanco Bank's portfolio value fell 1.7% quarter-over-quarter to $2.88B.

Based on WesBanco Bank's 13F filing for Q1 2025, filed 14 Apr 2025.