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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
MELI icon
601
Mercado Libre
MELI
$92.6B
$242K 0.01%
120
-12
-9% -$25.2K
WY icon
602
Weyerhaeuser
WY
$18.2B
$241K 0.01%
10,170
+1,843
+22% +$42.6K
ACWI icon
603
iShares MSCI ACWI ETF
ACWI
$33.3B
$241K 0.01%
1,700
– –
SNY icon
604
Sanofi
SNY
$104B
$239K 0.01%
4,927
+230
+5% +$11.4K
XAR icon
605
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.52B
$239K 0.01%
989
+84
+9% +$20K
JBBB icon
606
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
$239K 0.01%
5,000
– –
WTRG icon
607
Essential Utilities
WTRG
$11.3B
$237K 0.01%
+6,171
New +$243K
NDAQ icon
608
Nasdaq
NDAQ
$53.6B
$237K 0.01%
2,437
-55
-2% -$4.95K
EMN icon
609
Eastman Chemical
EMN
$8.36B
$234K 0.01%
3,665
-383
-9% -$23.6K
NET icon
610
Cloudflare
NET
$110B
$234K 0.01%
1,185
– –
EOS
611
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$230K 0.01%
9,831
– –
AXON
612
Axon Enterprise
AXON
$48B
$230K 0.01%
405
-5
-1% -$3.1K
TEL icon
613
TE Connectivity
TEL
$62.5B
$229K 0.01%
1,007
-7
-0.7% -$1.62K
PRF icon
614
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$228K 0.01%
4,860
– –
NWBI icon
615
Northwest Bancshares
NWBI
$2.26B
$223K 0.01%
18,617
– –
CF icon
616
CF Industries
CF
$18.2B
$222K 0.01%
+2,867
New +$236K
LNC icon
617
Lincoln National
LNC
$8.72B
$219K 0.01%
+4,910
New +$205K
IDV icon
618
iShares International Select Dividend ETF
IDV
$8.52B
$219K 0.01%
+5,540
New +$210K
POWA icon
619
Invesco Bloomberg Pricing Power ETF
POWA
$184M
$218K 0.01%
2,429
– –
EXE
620
Expand Energy Corp
EXE
$22.5B
$218K 0.01%
1,975
-370
-16% -$41K
PSA icon
621
Public Storage
PSA
$60.7B
$218K 0.01%
839
-2
-0.2% -$560
EQIX icon
622
Equinix
EQIX
$103B
$218K 0.01%
284
-3
-1% -$2.35K
CCEP icon
623
Coca-Cola Europacific Partners
CCEP
$46.8B
$217K 0.01%
2,395
-45
-2% -$4.07K
DNP icon
624
DNP Select Income Fund
DNP
$4.1B
$215K 0.01%
21,483
– –
SCHO icon
625
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$213K 0.01%
8,720
-16,785
-66% -$409K
23 24
25
26 27

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JSW
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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 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.