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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
NZF icon
651
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$140K ﹤0.01%
11,100
-502
-4% -$6.32K
JPC icon
652
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$107K ﹤0.01%
13,212
-8,299
-39% -$67.4K
AEF
653
abrdn Emerging Markets Equity Income Fund
AEF
$364M
$104K ﹤0.01%
14,800
– –
LQMT
654
DELISTED
LIQUIDMETAL TECHNOLOGIES INC
LQMT
$61.9K ﹤0.01%
620,307
– –
EVAX
655
Evaxion A/S
EVAX
$25.4M
$47.7K ﹤0.01%
+10,000
New +$58.7K
BTG icon
656
B2Gold
BTG
$6.68B
$46.9K ﹤0.01%
10,400
– –
AES icon
657
AES
AES
$10.5B
– –
-16,237
Closed -$214K
AJG icon
658
Arthur J. Gallagher & Co
AJG
$64.7B
– –
-834
Closed -$258K
ANET icon
659
Arista Networks
ANET
$242B
– –
-7,291
Closed -$1.06M
APLD icon
660
Applied Digital
APLD
$8.37B
– –
-25,000
Closed -$574K
AXTI icon
661
AXT Inc
AXTI
$4.83B
– –
-25,000
Closed -$112K
BDX icon
662
Becton Dickinson
BDX
$48.9B
– –
-2,584
Closed -$484K
BROS icon
663
Dutch Bros
BROS
$8.96B
– –
-20,200
Closed -$1.06M
CACI icon
664
CACI
CACI
$14.3B
– –
-902
Closed -$450K
CLS icon
665
Celestica
CLS
$36.2B
– –
-9,930
Closed -$2.45M
CPRT icon
666
Copart
CPRT
$27.4B
– –
-6,873
Closed -$309K
CRDO icon
667
Credo Technology Group
CRDO
$44.7B
– –
-2,135
Closed -$311K
CRS icon
668
Carpenter Technology
CRS
$27.8B
– –
-9,682
Closed -$2.38M
CTAS icon
669
Cintas
CTAS
$81.1B
– –
-2,105
Closed -$432K
CTRA
670
DELISTED
Coterra Energy
CTRA
– –
-13,537
Closed -$320K
DASH icon
671
DoorDash
DASH
$90.9B
– –
-1,101
Closed -$299K
DDOG icon
672
Datadog
DDOG
$93.6B
– –
-17,527
Closed -$2.5M
DHI icon
673
D.R. Horton
DHI
$41B
– –
-1,257
Closed -$213K
EFG icon
674
iShares MSCI EAFE Growth ETF
EFG
$17.2B
– –
-1,979
Closed -$225K
ELAN icon
675
Elanco Animal Health
ELAN
$11.1B
– –
-89,000
Closed -$1.79M
25 26
27
28 29

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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
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.