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
+8.56%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$3.6B
AUM Growth
+$226M
Cap. Flow
-$14.4M
Cap. Flow %
-0.4%
Top 10 Hldgs %
30.85%
Holding
716
New
66
Increased
227
Reduced
243
Closed
27

Top Buys

Rank Stock Value
1
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$11.5M
2
DUK icon
Duke Energy
DUK
+$9.14M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.1M
4
CARR icon
Carrier Global
CARR
+$8.3M
5
KO icon
Coca-Cola
KO
+$6.75M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$11.3M
2
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$10.4M
3
NEE icon
NextEra Energy
NEE
+$8.53M
4
PEP icon
PepsiCo
PEP
+$8.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.81M

Sector Composition

Rank Sector Weight
1 Technology 24.73%
2 Financials 11.14%
3 Industrials 7.75%
4 Healthcare 7.43%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
76
iShares Core S&P Mid-Cap ETF
IJH
$127B
$11.2M 0.31%
171,467
-6,020
-3% -$387K
BMY icon
77
Bristol-Myers Squibb
BMY
$132B
$11.1M 0.31%
245,082
-14,341
-6% -$670K
SHOP icon
78
Shopify
SHOP
$195B
$11M 0.31%
73,920
-15,174
-17% -$2.06M
FTSM icon
79
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$10.9M 0.3%
181,604
+15,710
+9% +$942K
EAGG icon
80
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$10.8M 0.3%
224,600
+9,226
+4% +$439K
JGLO icon
81
JPMorgan Global Select Equity ETF
JGLO
$6.83B
$10.2M 0.28%
150,916
– –
MCD icon
82
McDonald's
MCD
$195B
$10.2M 0.28%
33,555
-182
-0.5% -$55.4K
CAT icon
83
Caterpillar
CAT
$387B
$10.1M 0.28%
21,120
-1,757
-8% -$750K
LQD icon
84
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$10.1M 0.28%
90,210
+2,053
+2% +$226K
VWO icon
85
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$10M 0.28%
184,736
+38,824
+27% +$2M
CARR icon
86
Carrier Global
CARR
$52.8B
$10M 0.28%
167,446
+122,151
+270% +$8.3M
AZN icon
87
AstraZeneca
AZN
$250B
$9.9M 0.28%
64,520
+2,697
+4% +$408K
DLR icon
88
Digital Realty Trust
DLR
$71.7B
$9.88M 0.27%
57,124
+1,225
+2% +$209K
MDLZ icon
89
Mondelez International
MDLZ
$79.9B
$8.94M 0.25%
143,077
-6,370
-4% -$411K
CG icon
90
Carlyle Group
CG
$17.2B
$8.93M 0.25%
142,400
-41,106
-22% -$2.57M
VB icon
91
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$8.68M 0.24%
34,147
+3,516
+11% +$872K
COP icon
92
ConocoPhillips
COP
$141B
$8.55M 0.24%
90,363
-21,683
-19% -$2.05M
NKE icon
93
Nike
NKE
$61.9B
$8.08M 0.22%
115,888
-4,001
-3% -$298K
DE icon
94
Deere & Co
DE
$168B
$7.76M 0.22%
16,975
-885
-5% -$436K
AEP icon
95
American Electric Power
AEP
$68.4B
$7.72M 0.21%
68,618
-618
-0.9% -$67.6K
GEV icon
96
GE Vernova
GEV
$264B
$7.64M 0.21%
12,418
-24
-0.2% -$14.5K
GLD icon
97
SPDR Gold Trust
GLD
$142B
$7.56M 0.21%
21,263
-525
-2% -$167K
IBIT icon
98
iShares Bitcoin Trust
IBIT
$48.4B
$7.28M 0.2%
112,023
+7,227
+7% +$470K
GS icon
99
Goldman Sachs
GS
$303B
$7.27M 0.2%
9,128
-1,028
-10% -$762K
MMM icon
100
3M
MMM
$94.3B
$7.06M 0.2%
45,473
-341
-0.7% -$52.6K
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 Q3 2025 Portfolio in Review

As of Q3 2025, WesBanco Bank held 716 positions worth $3.6B, up 6.7% from $3.37B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

WesBanco Bank's Q3 2025 filing shows 66 new, 227 increased, 243 reduced and 27 closed positions. Its largest new stake was Pinterest: 70,876 shares worth $2.28M. The largest sale was Apple, an estimated $11.3M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.

  • WesBanco Bank's largest Q3 2025 buy was Pinterest: 70,876 shares worth $2.28M.
  • WesBanco Bank added most to Vanguard Russell 2000 ETF in Q3 2025, an estimated $11.5M increase.
  • WesBanco Bank's biggest Q3 2025 reduction was Apple, cutting an estimated $11.3M.
  • WesBanco Bank fully exited Keurig Dr Pepper in Q3 2025, selling an estimated $3.15M.
  • WesBanco Bank's ten largest holdings make up 31% of its $3.6B portfolio in Q3 2025.
  • WesBanco Bank opened 66 new positions and closed 27 in Q3 2025.
  • WesBanco Bank's portfolio value rose 6.7% quarter-over-quarter to $3.6B.

Based on WesBanco Bank's 13F filing for Q3 2025, filed 6 Nov 2025.