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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
NFLX icon
51
Netflix
NFLX
$309B
$16.4M 0.45%
174,396
+36,686
+27% +$3.96M
VEU icon
52
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$16.3M 0.45%
221,221
+5,528
+3% +$402K
PEP icon
53
PepsiCo
PEP
$190B
$16.1M 0.44%
111,946
-12,195
-10% -$1.79M
UBER icon
54
Uber
UBER
$153B
$16.1M 0.44%
196,612
+25,339
+15% +$2.28M
LMT icon
55
Lockheed Martin
LMT
$136B
$16M 0.44%
33,016
+5,105
+18% +$2.44M
QQQ icon
56
Invesco QQQ Trust
QQQ
$481B
$15.7M 0.43%
25,478
+860
+3% +$528K
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.13T
$15.6M 0.43%
30,962
-1,188
-4% -$591K
BLK icon
58
Blackrock
BLK
$176B
$15.4M 0.42%
14,387
+1,194
+9% +$1.31M
IWM icon
59
iShares Russell 2000 ETF
IWM
$81.9B
$15.3M 0.42%
62,049
-12,814
-17% -$3.15M
LIN icon
60
Linde
LIN
$226B
$14.8M 0.41%
34,622
+4,307
+14% +$1.85M
TJX icon
61
TJX Companies
TJX
$178B
$14.6M 0.4%
94,826
+5,175
+6% +$765K
GE icon
62
GE Aerospace
GE
$384B
$14.5M 0.4%
47,083
-6,025
-11% -$1.81M
EOG icon
63
EOG Resources
EOG
$70.7B
$13.8M 0.38%
131,565
+7,569
+6% +$813K
MS icon
64
Morgan Stanley
MS
$340B
$13.4M 0.37%
75,671
-74,085
-49% -$12.4M
LOW icon
65
Lowe's Companies
LOW
$125B
$13.2M 0.36%
54,854
-633
-1% -$152K
PNC icon
66
PNC Financial Services
PNC
$101B
$12.7M 0.35%
61,008
+1,777
+3% +$343K
EFA icon
67
iShares MSCI EAFE ETF
EFA
$80.2B
$12.7M 0.35%
132,220
-40
-0% -$3.79K
BMY icon
68
Bristol-Myers Squibb
BMY
$132B
$12.6M 0.35%
232,773
-12,309
-5% -$592K
FTSM icon
69
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$12.3M 0.34%
205,890
+24,286
+13% +$1.46M
CAT icon
70
Caterpillar
CAT
$387B
$12M 0.33%
20,901
-219
-1% -$122K
AWK icon
71
American Water Works
AWK
$26.9B
$11.9M 0.33%
90,949
+4,973
+6% +$664K
SDY icon
72
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$11.8M 0.33%
85,039
-421
-0.5% -$58.6K
SYK icon
73
Stryker
SYK
$130B
$11.8M 0.32%
33,521
-369
-1% -$134K
FANG icon
74
Diamondback Energy
FANG
$52.7B
$11.7M 0.32%
77,606
-897
-1% -$132K
AZN icon
75
AstraZeneca
AZN
$250B
$11.5M 0.32%
62,781
-1,739
-3% -$305K
1 2
3
4 5

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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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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.