We are live on ! Find out more
WB

WesBanco Bank Portfolio holdings

AUM $4.02B
1-Year Est. Return 32.62%
This Fund
S&P 500
This Quarter Est. Return
+10.35%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$3.37B
AUM Growth
+$489M
Cap. Flow
+$256M
Cap. Flow %
7.6%
Top 10 Hldgs %
30%
Holding
675
New
58
Increased
270
Reduced
147
Closed
25

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13.4M
2
AAPL icon
Apple
AAPL
+$11.8M
3
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.94M
4
AMZN icon
Amazon
AMZN
+$8.06M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$7.96M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$5.59M
2
SFM icon
Sprouts Farmers Market
SFM
+$2.21M
3
CRK icon
Comstock Resources
CRK
+$2.12M
4
TXT icon
Textron
TXT
+$1.59M
5
AVGO icon
Broadcom
AVGO
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 24.13%
2 Financials 11.44%
3 Industrials 7.75%
4 Healthcare 7.65%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
76
Shopify
SHOP
$195B
$10.3M 0.31%
89,094
+1,125
+1% +$113K
EAGG icon
77
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$10.2M 0.3%
215,374
+7,491
+4% +$352K
DUK icon
78
Duke Energy
DUK
$97.3B
$10.2M 0.3%
86,212
+11,443
+15% +$1.35M
MDLZ icon
79
Mondelez International
MDLZ
$79.9B
$10.1M 0.3%
149,447
-2,927
-2% -$195K
COP icon
80
ConocoPhillips
COP
$141B
$10.1M 0.3%
112,046
-15,420
-12% -$1.39M
FTSM icon
81
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$9.93M 0.29%
+165,894
New +$9.94M
MCD icon
82
McDonald's
MCD
$195B
$9.86M 0.29%
33,737
+1,570
+5% +$484K
DLR icon
83
Digital Realty Trust
DLR
$71.7B
$9.74M 0.29%
55,899
+132
+0.2% +$21.6K
JGLO icon
84
JPMorgan Global Select Equity ETF
JGLO
$6.87B
$9.71M 0.29%
150,916
– –
LQD icon
85
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$9.66M 0.29%
88,157
+842
+1% +$90.4K
CG icon
86
Carlyle Group
CG
$17.2B
$9.43M 0.28%
183,506
+5,615
+3% +$242K
TJX icon
87
TJX Companies
TJX
$178B
$9.29M 0.28%
75,219
+34,332
+84% +$4.35M
DE icon
88
Deere & Co
DE
$168B
$9.08M 0.27%
17,860
-144
-0.8% -$70.5K
CAT icon
89
Caterpillar
CAT
$387B
$8.88M 0.26%
22,877
+1,399
+7% +$466K
AZN icon
90
AstraZeneca
AZN
$250B
$8.64M 0.26%
61,823
+6,534
+12% +$916K
NKE icon
91
Nike
NKE
$61.9B
$8.52M 0.25%
119,889
+16,688
+16% +$1M
BLK icon
92
Blackrock
BLK
$176B
$8.49M 0.25%
8,089
+314
+4% +$297K
T icon
93
AT&T
T
$163B
$7.33M 0.22%
253,144
-25,882
-9% -$713K
VB icon
94
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$7.26M 0.22%
30,631
+11,400
+59% +$2.54M
VWO icon
95
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$7.22M 0.21%
145,912
+20,222
+16% +$938K
GS icon
96
Goldman Sachs
GS
$303B
$7.19M 0.21%
10,156
+2,664
+36% +$1.54M
AEP icon
97
American Electric Power
AEP
$68.4B
$7.18M 0.21%
69,236
-1,720
-2% -$179K
PPG icon
98
PPG Industries
PPG
$26.6B
$7.07M 0.21%
62,169
-1,179
-2% -$127K
STZ icon
99
Constellation Brands
STZ
$23.2B
$7.05M 0.21%
43,329
+4,204
+11% +$754K
HAL icon
100
Halliburton
HAL
$26.6B
$7.03M 0.21%
345,108
+86,565
+33% +$1.82M
2 3
4
5 6

Similar funds

JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

WesBanco Bank's Q2 2025 Portfolio in Review

As of Q2 2025, WesBanco Bank held 675 positions worth $3.37B, up 17% from $2.88B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

WesBanco Bank deployed $256M of net new capital in Q2 2025, opening 58 new positions and adding to 270 existing holdings. Its largest new stake was First Trust Enhanced Short Maturity ETF: 165,894 shares worth $9.93M.

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

On the sell side, the largest reduction was O'Reilly Automotive, an estimated $5.59M trimmed.

  • WesBanco Bank's largest Q2 2025 buy was First Trust Enhanced Short Maturity ETF: 165,894 shares worth $9.93M.
  • WesBanco Bank added most to NVIDIA in Q2 2025, an estimated $13.4M increase.
  • WesBanco Bank's biggest Q2 2025 reduction was O'Reilly Automotive, cutting an estimated $5.59M.
  • WesBanco Bank fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $1.2M.
  • WesBanco Bank's ten largest holdings make up 30% of its $3.37B portfolio in Q2 2025.
  • WesBanco Bank opened 58 new positions and closed 25 in Q2 2025.
  • WesBanco Bank's portfolio value rose 17% quarter-over-quarter to $3.37B.

Based on WesBanco Bank's 13F filing for Q2 2025, filed 7 Jul 2025.