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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
WY icon
651
Weyerhaeuser
WY
$18.2B
$206K 0.01%
8,327
+500
+6% +$12.8K
OPRX icon
652
OptimizeRx
OPRX
$129M
$205K 0.01%
+10,000
New +$159K
LECO icon
653
Lincoln Electric
LECO
$15.1B
$200K 0.01%
+850
New +$199K
IAI icon
654
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$200K 0.01%
+1,132
New +$197K
CNI icon
655
Canadian National Railway
CNI
$75.7B
$200K 0.01%
2,122
+84
+4% +$8.11K
VRT icon
656
Vertiv
VRT
$104B
$200K 0.01%
+1,326
New +$177K
WRB.PRH icon
657
W.R. Berkley Corp 4.125% Subordinated Debentures due 2061
WRB.PRH
$188K 0.01%
10,000
– –
JPC icon
658
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$176K ﹤0.01%
21,511
– –
KRP icon
659
Kimbell Royalty Partners
KRP
$1.49B
$175K ﹤0.01%
13,000
– –
VTRS icon
660
Viatris
VTRS
$18.7B
$168K ﹤0.01%
17,011
-51
-0.3% -$496
PMM
661
Franklin Managed Municipal Income Trust
PMM
$272M
$167K ﹤0.01%
27,700
– –
NUV icon
662
Nuveen Municipal Value Fund
NUV
$1.91B
$163K ﹤0.01%
18,157
– –
NAD icon
663
Nuveen Quality Municipal Income Fund
NAD
$2.77B
$150K ﹤0.01%
12,799
– –
NZF icon
664
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$146K ﹤0.01%
11,602
-2,060
-15% -$24.7K
PBR icon
665
Petrobras
PBR
$118B
$142K ﹤0.01%
11,208
– –
FSCO
666
FS Credit Opportunities Corp
FSCO
$1.01B
$131K ﹤0.01%
+19,000
New +$139K
PGX icon
667
Invesco Preferred ETF
PGX
$3.76B
$122K ﹤0.01%
10,524
– –
PLUG icon
668
Plug Power
PLUG
$2.94B
$117K ﹤0.01%
+50,000
New +$84.8K
AXTI icon
669
AXT Inc
AXTI
$4.83B
$112K ﹤0.01%
+25,000
New +$71.5K
NFE icon
670
New Fortress Energy
NFE
$97.8M
$111K ﹤0.01%
+50,000
New +$142K
RR icon
671
Richtech Robotics
RR
$382M
$107K ﹤0.01%
+25,000
New +$65.7K
AEF
672
abrdn Emerging Markets Equity Income Fund
AEF
$364M
$95.9K ﹤0.01%
14,800
– –
LQMT
673
DELISTED
LIQUIDMETAL TECHNOLOGIES INC
LQMT
$85.4K ﹤0.01%
620,307
– –
BTG icon
674
B2Gold
BTG
$6.68B
$51.5K ﹤0.01%
10,400
– –
CF icon
675
CF Industries
CF
$18.4B
– –
-3,102
Closed -$285K
24 25 26
27
28

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BWA
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MAM
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ICP
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GCM
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USCWA
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CA
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BHC
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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.