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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
ETV
676
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.77B
– –
-14,630
Closed -$208K
FDS icon
677
Factset
FDS
$10.2B
– –
-1,036
Closed -$297K
FFIV icon
678
F5
FFIV
$23.4B
– –
-10,859
Closed -$3.51M
FSCO
679
FS Credit Opportunities Corp
FSCO
$1.01B
– –
-19,000
Closed -$131K
GWW icon
680
W.W. Grainger
GWW
$60.9B
– –
-1,618
Closed -$1.54M
HCKT icon
681
Hackett Group
HCKT
$282M
– –
-64,700
Closed -$1.23M
HTZ icon
682
Hertz
HTZ
$809M
– –
-50,000
Closed -$340K
IREN icon
683
Iris Energy
IREN
$14.2B
– –
-10,000
Closed -$469K
K
684
DELISTED
Kellanova
K
– –
-3,862
Closed -$317K
KN icon
685
Knowles
KN
$3.33B
– –
-59,096
Closed -$1.38M
KOPN icon
686
Kopin
KOPN
$797M
– –
-300,000
Closed -$729K
KRP icon
687
Kimbell Royalty Partners
KRP
$1.47B
– –
-13,000
Closed -$175K
MOS icon
688
The Mosaic Company
MOS
$7.14B
– –
-6,015
Closed -$209K
NFE icon
689
New Fortress Energy
NFE
$99.1M
– –
-50,000
Closed -$111K
NNOX icon
690
Nano X Imaging
NNOX
$75.9M
– –
-60,000
Closed -$222K
NVTS icon
691
Navitas Semiconductor
NVTS
$3.58B
– –
-50,000
Closed -$361K
NXPI icon
692
NXP Semiconductors
NXPI
$59.9B
– –
-981
Closed -$223K
O icon
693
Realty Income
O
$58.1B
– –
-3,452
Closed -$210K
OGS icon
694
ONE Gas
OGS
$5B
– –
-3,557
Closed -$288K
OPRX icon
695
OptimizeRx
OPRX
$132M
– –
-10,000
Closed -$205K
OWL icon
696
Blue Owl Capital
OWL
$18.3B
– –
-243,600
Closed -$4.12M
PBR icon
697
Petrobras
PBR
$117B
– –
-11,208
Closed -$142K
PLUG icon
698
Plug Power
PLUG
$3.03B
– –
-50,000
Closed -$117K
PNW icon
699
Pinnacle West Capital
PNW
$12.1B
– –
-2,491
Closed -$223K
PPL
700
PPL Corp
PPL
$26.4B
– –
-5,703
Closed -$212K
25 26 27
28
29

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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 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.