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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
RR icon
701
Richtech Robotics
RR
$360M
– –
-25,000
Closed -$107K
SE icon
702
Sea Limited
SE
$69.5B
– –
-2,000
Closed -$357K
STKL
703
DELISTED
SunOpta
STKL
– –
-193,100
Closed -$1.13M
TLT icon
704
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
– –
-2,336
Closed -$209K
TSCO icon
705
Tractor Supply
TSCO
$18B
– –
-7,509
Closed -$427K
URBN icon
706
Urban Outfitters
URBN
$6.59B
– –
-20,000
Closed -$1.43M
VERI icon
707
Veritone
VERI
$122M
– –
-50,000
Closed -$241K
WING icon
708
Wingstop
WING
$3.18B
– –
-7,900
Closed -$1.99M
WSBCP
709
DELISTED
WesBanco Inc 6.75% Series A Preferred Stock
WSBCP
– –
-32,906
Closed -$832K
XEL icon
710
Xcel Energy
XEL
$48.8B
– –
-4,144
Closed -$334K
ALAB icon
711
Astera Labs
ALAB
$58B
– –
-2,000
Closed -$392K
LIF
712
Life360
LIF
$5.12B
– –
-2,000
Closed -$213K
SW
713
Smurfit Westrock
SW
$25.3B
– –
-7,608
Closed -$324K
RZLV
714
Rezolve AI
RZLV
$1.09B
– –
-175,000
Closed -$872K
NBIS
715
Nebius Group N.V.
NBIS
$47.7B
– –
-5,000
Closed -$561K
CRWV
716
CoreWeave
CRWV
$49.5B
– –
-4,300
Closed -$588K
CRCL
717
Circle Internet Group
CRCL
$16.9B
– –
-3,000
Closed -$398K
25 26 27 28
29

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MAM
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ICP
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GCM
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USCWA
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MGP
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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.