We are live on ! Find out more
WB

WesBanco Bank Portfolio holdings

AUM $3.61B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
+0.41%
1 Year Est. Return
+24.09%
3 Year Est. Return
+68.06%
5 Year Est. Return
+87.43%
10 Year Est. Return
–
AUM
$3.61B
AUM Growth
-$18.8M
Cap. Flow
+$40.7M
Cap. Flow %
1.13%
Top 10 Hldgs %
29.3%
Holding
719
New
50
Increased
172
Reduced
285
Closed
45

Top Buys

1
ISRG icon
Intuitive Surgical
ISRG
+$11.1M
2
MU icon
Micron Technology
MU
+$8.32M
3
INTU icon
Intuit
INTU
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.97M
5
BNY
Bank of New York Mellon
BNY
+$5.47M

Top Sells

1
CRM icon
Salesforce
CRM
+$13.2M
2
UNH icon
UnitedHealth
UNH
+$7.88M
3
CG icon
Carlyle Group
CG
+$6.98M
4
CVX icon
Chevron
CVX
+$6.4M
5
AON icon
Aon
AON
+$4.64M

Sector Composition

1 Technology 21.81%
2 Financials 10.22%
3 Healthcare 7.95%
4 Industrials 7.93%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
76
AstraZeneca
AZN
$262B
$11.9M 0.33%
60,188
-2,593
-4% -$500K
CARR icon
77
Carrier Global
CARR
$57.1B
$11.8M 0.33%
208,860
+7,301
+4% +$432K
DLR icon
78
Digital Realty Trust
DLR
$64.3B
$11.4M 0.31%
63,112
-848
-1% -$145K
COP icon
79
ConocoPhillips
COP
$140B
$11.3M 0.31%
85,498
-774
-0.9% -$85.7K
SYK icon
80
Stryker
SYK
$123B
$11.2M 0.31%
34,026
+505
+2% +$181K
ISRG icon
81
Intuitive Surgical
ISRG
$122B
$10.9M 0.3%
23,555
+21,930
+1,350% +$11.1M
LQD icon
82
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$10.8M 0.3%
99,404
+3,162
+3% +$349K
EAGG icon
83
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$10.8M 0.3%
227,792
+743
+0.3% +$35.6K
TMUS icon
84
T-Mobile US
TMUS
$208B
$10.8M 0.3%
51,514
-3,933
-7% -$808K
FCX icon
85
Freeport-McMoran
FCX
$83.9B
$10.5M 0.29%
178,542
+606
+0.3% +$36.6K
GEV icon
86
GE Vernova
GEV
$284B
$10.4M 0.29%
11,867
-510
-4% -$398K
LMBS icon
87
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$10.3M 0.29%
206,776
+67,765
+49% +$3.4M
UNH icon
88
UnitedHealth
UNH
$387B
$9.79M 0.27%
36,164
-26,451
-42% -$7.88M
SHOP icon
89
Shopify
SHOP
$160B
$9.67M 0.27%
81,530
+10,258
+14% +$1.35M
IJH icon
90
iShares Core S&P Mid-Cap ETF
IJH
$122B
$9.44M 0.26%
139,818
-7,422
-5% -$515K
VB icon
91
Vanguard Small-Cap ETF
VB
$79.7B
$9.24M 0.26%
35,266
+2,141
+6% +$579K
TSM icon
92
TSMC
TSM
$2.07T
$8.72M 0.24%
25,807
+7,248
+39% +$2.49M
AEP icon
93
American Electric Power
AEP
$71.9B
$8.72M 0.24%
66,492
+138
+0.2% +$17.3K
DE icon
94
Deere & Co
DE
$161B
$8.66M 0.24%
15,368
-1,059
-6% -$597K
GLD icon
95
SPDR Gold Trust
GLD
$130B
$8.59M 0.24%
19,959
-796
-4% -$356K
JGLO icon
96
JPMorgan Global Select Equity ETF
JGLO
$6.85B
$8.41M 0.23%
128,866
– –
MU icon
97
Micron Technology
MU
$959B
$8.37M 0.23%
24,763
+21,231
+601% +$8.32M
MCD icon
98
McDonald's
MCD
$190B
$8.29M 0.23%
26,686
-335
-1% -$107K
PSX icon
99
Phillips 66
PSX
$82.9B
$8.18M 0.23%
44,895
-557
-1% -$87.3K
VUG icon
100
Vanguard Growth ETF
VUG
$221B
$8.02M 0.22%
110,136
+53,700
+95% +$4.18M
2 3
4
5 6

Similar funds

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

WesBanco Bank's Q1 2026 Portfolio in Review

As of Q1 2026, WesBanco Bank held 719 positions worth $3.61B, down 0.52% from $3.63B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

WesBanco Bank's Q1 2026 filing shows 50 new, 172 increased, 285 reduced and 45 closed positions. Its largest new stake was Intuit: 16,938 shares worth $7.32M. The largest sale was Salesforce, an estimated $13.2M.

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 2026 buy was Intuit: 16,938 shares worth $7.32M.
  • WesBanco Bank added most to Intuitive Surgical in Q1 2026, an estimated $11.1M increase.
  • WesBanco Bank's biggest Q1 2026 reduction was Salesforce, cutting an estimated $13.2M.
  • WesBanco Bank fully exited Box in Q1 2026, selling an estimated $2.43M.
  • WesBanco Bank's ten largest holdings make up 29% of its $3.61B portfolio in Q1 2026.
  • WesBanco Bank opened 50 new positions and closed 45 in Q1 2026.
  • WesBanco Bank's portfolio value fell 0.52% quarter-over-quarter to $3.61B.

Based on WesBanco Bank's 13F filing for Q1 2026, filed 21 Apr 2026.