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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
SHOP icon
76
Shopify
SHOP
$195B
$11.5M 0.32%
71,272
-2,648
-4% -$425K
TMUS icon
77
T-Mobile US
TMUS
$190B
$11.3M 0.31%
55,447
+6,424
+13% +$1.36M
HON icon
78
Honeywell
HON
$78B
$11.2M 0.31%
57,637
-6,872
-11% -$1.34M
EAGG icon
79
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$10.9M 0.3%
227,049
+2,449
+1% +$118K
COST icon
80
Costco
COST
$420B
$10.7M 0.3%
12,441
-969
-7% -$878K
CARR icon
81
Carrier Global
CARR
$52.8B
$10.7M 0.29%
201,559
+34,113
+20% +$1.9M
LQD icon
82
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$10.6M 0.29%
96,242
+6,032
+7% +$671K
VWO icon
83
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$10.6M 0.29%
197,209
+12,473
+7% +$678K
NEE icon
84
NextEra Energy
NEE
$177B
$10.5M 0.29%
131,092
-83,086
-39% -$6.88M
DLR icon
85
Digital Realty Trust
DLR
$71.7B
$9.9M 0.27%
63,960
+6,836
+12% +$1.12M
IJH icon
86
iShares Core S&P Mid-Cap ETF
IJH
$127B
$9.72M 0.27%
147,240
-24,227
-14% -$1.59M
CG icon
87
Carlyle Group
CG
$17.2B
$9.34M 0.26%
158,018
+15,618
+11% +$887K
FCX icon
88
Freeport-McMoran
FCX
$97.5B
$9.04M 0.25%
177,936
+142,828
+407% +$6.19M
JGLO icon
89
JPMorgan Global Select Equity ETF
JGLO
$6.83B
$8.72M 0.24%
128,866
-22,050
-15% -$1.49M
VB icon
90
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$8.54M 0.24%
33,125
-1,022
-3% -$262K
MCD icon
91
McDonald's
MCD
$195B
$8.26M 0.23%
27,021
-6,534
-19% -$2M
GLD icon
92
SPDR Gold Trust
GLD
$142B
$8.23M 0.23%
20,755
-508
-2% -$194K
GEV icon
93
GE Vernova
GEV
$264B
$8.09M 0.22%
12,377
-41
-0.3% -$25K
COP icon
94
ConocoPhillips
COP
$141B
$8.08M 0.22%
86,272
-4,091
-5% -$370K
AEP icon
95
American Electric Power
AEP
$68.4B
$7.65M 0.21%
66,354
-2,264
-3% -$267K
DE icon
96
Deere & Co
DE
$168B
$7.65M 0.21%
16,427
-548
-3% -$257K
CMG icon
97
Chipotle Mexican Grill
CMG
$41.5B
$7.55M 0.21%
204,019
+124,285
+156% +$4.5M
NKE icon
98
Nike
NKE
$61.9B
$7.28M 0.2%
114,268
-1,620
-1% -$106K
GS icon
99
Goldman Sachs
GS
$303B
$7.27M 0.2%
8,275
-853
-9% -$696K
MMM icon
100
3M
MMM
$94.3B
$7.05M 0.19%
44,044
-1,429
-3% -$234K
2 3
4
5 6

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BWA
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MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
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.