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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
-2.49%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$2.88B
AUM Growth
-$48.6M
Cap. Flow
+$67.3M
Cap. Flow %
2.33%
Top 10 Hldgs %
28.65%
Holding
650
New
28
Increased
189
Reduced
205
Closed
33

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$12.2M
2
BAC icon
Bank of America
BAC
+$10.6M
3
TSLA icon
Tesla
TSLA
+$8.29M
4
NVO
Novo Nordisk
NVO
+$6.17M
5
PANW icon
Palo Alto Networks
PANW
+$6.02M

Top Sells

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$7.39M
2
ORCL icon
Oracle
ORCL
+$6.25M
3
AVGO icon
Broadcom
AVGO
+$4.99M
4
HD icon
Home Depot
HD
+$4M
5
ADBE icon
Adobe
ADBE
+$3.43M

Sector Composition

Rank Sector Weight
1 Technology 22.3%
2 Financials 11.4%
3 Healthcare 9.23%
4 Industrials 7.61%
5 Consumer Staples 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
51
Honeywell
HON
$78B
$13.3M 0.46%
66,574
+94
+0.1% +$19K
SBUX icon
52
Starbucks
SBUX
$120B
$13.3M 0.46%
135,410
+1,949
+1% +$201K
FANG icon
53
Diamondback Energy
FANG
$52.7B
$13M 0.45%
81,117
-3,648
-4% -$588K
LOW icon
54
Lowe's Companies
LOW
$125B
$12.9M 0.45%
55,194
-847
-2% -$208K
UBER icon
55
Uber
UBER
$153B
$12.7M 0.44%
174,690
+15,195
+10% +$1.09M
NVO
56
Novo Nordisk
NVO
$209B
$12.3M 0.43%
177,801
+74,685
+72% +$6.17M
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.32T
$12.3M 0.43%
78,788
-1,864
-2% -$341K
SDY icon
58
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$12.1M 0.42%
89,046
-3,893
-4% -$524K
LIN icon
59
Linde
LIN
$226B
$12M 0.42%
25,842
+1,129
+5% +$508K
VBK icon
60
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$12M 0.41%
47,465
+6,832
+17% +$1.89M
TMUS icon
61
T-Mobile US
TMUS
$190B
$11.6M 0.4%
43,550
-742
-2% -$183K
BAC icon
62
Bank of America
BAC
$442B
$11.4M 0.4%
273,374
+238,081
+675% +$10.6M
AWK icon
63
American Water Works
AWK
$26.9B
$11.2M 0.39%
76,131
-1,361
-2% -$179K
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.13T
$11.2M 0.39%
21,038
+291
+1% +$141K
ORCL icon
65
Oracle
ORCL
$423B
$11.1M 0.39%
79,481
-38,371
-33% -$6.25M
COST icon
66
Costco
COST
$420B
$10.9M 0.38%
11,480
+117
+1% +$114K
LMT icon
67
Lockheed Martin
LMT
$136B
$10.8M 0.37%
24,095
+2,071
+9% +$953K
NFLX icon
68
Netflix
NFLX
$309B
$10.7M 0.37%
115,240
+14,620
+15% +$1.39M
SYK icon
69
Stryker
SYK
$130B
$10.6M 0.37%
28,548
+1,052
+4% +$400K
PNC icon
70
PNC Financial Services
PNC
$101B
$10.4M 0.36%
58,965
+226
+0.4% +$42.7K
MDLZ icon
71
Mondelez International
MDLZ
$79.9B
$10.3M 0.36%
152,374
-6,600
-4% -$407K
VEU icon
72
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$10.1M 0.35%
167,294
+25,162
+18% +$1.52M
GE icon
73
GE Aerospace
GE
$384B
$10.1M 0.35%
50,382
+416
+0.8% +$81.8K
MCD icon
74
McDonald's
MCD
$195B
$10M 0.35%
32,167
-149
-0.5% -$44.6K
EFA icon
75
iShares MSCI EAFE ETF
EFA
$80.2B
$9.97M 0.35%
121,963
-3,081
-2% -$248K
1 2
3
4 5

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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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MGP
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WesBanco Bank's Q1 2025 Portfolio in Review

As of Q1 2025, WesBanco Bank held 650 positions worth $2.88B, down 1.7% from $2.93B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

WesBanco Bank's Q1 2025 filing shows 28 new, 189 increased, 205 reduced and 33 closed positions. Its largest new stake was Snowflake: 19,332 shares worth $2.83M. The largest sale was PayPal, an estimated $7.39M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WesBanco Bank's largest Q1 2025 buy was Snowflake: 19,332 shares worth $2.83M.
  • WesBanco Bank added most to NVIDIA in Q1 2025, an estimated $12.2M increase.
  • WesBanco Bank's biggest Q1 2025 reduction was PayPal, cutting an estimated $7.39M.
  • WesBanco Bank fully exited IQVIA in Q1 2025, selling an estimated $2.88M.
  • WesBanco Bank's ten largest holdings make up 29% of its $2.88B portfolio in Q1 2025.
  • WesBanco Bank opened 28 new positions and closed 33 in Q1 2025.
  • WesBanco Bank's portfolio value fell 1.7% quarter-over-quarter to $2.88B.

Based on WesBanco Bank's 13F filing for Q1 2025, filed 14 Apr 2025.