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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
EAGG icon
76
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$9.87M 0.34%
207,883
-7,379
-3% -$346K
QQQ icon
77
Invesco QQQ Trust
QQQ
$479B
$9.74M 0.34%
20,781
+1,744
+9% +$886K
LQD icon
78
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$9.49M 0.33%
87,315
-4,237
-5% -$457K
ORLY icon
79
O'Reilly Automotive
ORLY
$75.3B
$9.27M 0.32%
97,020
-1,845
-2% -$161K
DUK icon
80
Duke Energy
DUK
$94.5B
$9.12M 0.32%
74,769
+14,161
+23% +$1.61M
JGLO icon
81
JPMorgan Global Select Equity ETF
JGLO
$6.82B
$8.89M 0.31%
150,916
+31,476
+26% +$1.92M
IJH icon
82
iShares Core S&P Mid-Cap ETF
IJH
$127B
$8.47M 0.29%
145,090
+187
+0.1% +$11.6K
DE icon
83
Deere & Co
DE
$164B
$8.45M 0.29%
18,004
-731
-4% -$342K
SHOP icon
84
Shopify
SHOP
$200B
$8.4M 0.29%
87,969
+4,664
+6% +$508K
AZN icon
85
AstraZeneca
AZN
$251B
$8.13M 0.28%
55,289
+2,728
+5% +$395K
DLR icon
86
Digital Realty Trust
DLR
$70.8B
$7.99M 0.28%
55,767
+5,948
+12% +$967K
T icon
87
AT&T
T
$165B
$7.89M 0.27%
279,026
-35,024
-11% -$881K
CG icon
88
Carlyle Group
CG
$17.2B
$7.75M 0.27%
177,891
+37,659
+27% +$1.87M
AEP icon
89
American Electric Power
AEP
$66.9B
$7.75M 0.27%
70,956
-1,307
-2% -$132K
BLK icon
90
Blackrock
BLK
$175B
$7.36M 0.26%
7,775
+35
+0.5% +$34.3K
STZ icon
91
Constellation Brands
STZ
$22.8B
$7.18M 0.25%
39,125
+460
+1% +$83.6K
CAT icon
92
Caterpillar
CAT
$385B
$7.08M 0.25%
21,478
-587
-3% -$209K
PPG icon
93
PPG Industries
PPG
$25.7B
$6.93M 0.24%
63,348
-589
-0.9% -$67.9K
MMM icon
94
3M
MMM
$93.9B
$6.85M 0.24%
46,645
+172
+0.4% +$25.3K
ABT icon
95
Abbott
ABT
$188B
$6.65M 0.23%
50,134
-535
-1% -$68.1K
HAL icon
96
Halliburton
HAL
$28B
$6.56M 0.23%
258,543
+96,236
+59% +$2.53M
NKE icon
97
Nike
NKE
$62.5B
$6.55M 0.23%
103,201
+3,597
+4% +$265K
UPS icon
98
United Parcel Service
UPS
$89.1B
$6.52M 0.23%
59,304
+36
+0.1% +$4.3K
UNP icon
99
Union Pacific
UNP
$174B
$6.46M 0.22%
27,360
+21
+0.1% +$5.05K
VZ icon
100
Verizon
VZ
$195B
$6.37M 0.22%
140,528
-2,975
-2% -$124K
2 3
4
5 6

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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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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.