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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
GLD icon
101
SPDR Gold Trust
GLD
$142B
$6.31M 0.22%
21,909
+438
+2% +$116K
D icon
102
Dominion Energy
D
$58.9B
$6.15M 0.21%
109,728
-2,602
-2% -$143K
VTI icon
103
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$6.04M 0.21%
21,971
+4,729
+27% +$1.37M
PSX icon
104
Phillips 66
PSX
$84.6B
$5.89M 0.2%
47,740
-1,109
-2% -$137K
VWO icon
105
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$5.69M 0.2%
125,690
-1,275
-1% -$57.4K
VTWO icon
106
Vanguard Russell 2000 ETF
VTWO
$17.3B
$5.54M 0.19%
68,721
+10,441
+18% +$916K
CB icon
107
Chubb
CB
$134B
$5.44M 0.19%
18,002
+185
+1% +$51.4K
DIS icon
108
Walt Disney
DIS
$178B
$5.19M 0.18%
52,601
+4,291
+9% +$461K
IWR icon
109
iShares Russell Mid-Cap ETF
IWR
$57.5B
$5.11M 0.18%
60,056
-426
-0.7% -$38K
TT icon
110
Trane Technologies
TT
$106B
$5.11M 0.18%
15,161
-4
-0% -$1.45K
TJX icon
111
TJX Companies
TJX
$177B
$4.98M 0.17%
40,887
+651
+2% +$79K
MGV icon
112
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.6B
$4.94M 0.17%
38,374
– –
PFE icon
113
Pfizer
PFE
$154B
$4.91M 0.17%
193,764
-5,898
-3% -$154K
IBIT icon
114
iShares Bitcoin Trust
IBIT
$47.9B
$4.89M 0.17%
104,455
+4,810
+5% +$255K
OWL icon
115
Blue Owl Capital
OWL
$18.4B
$4.87M 0.17%
243,100
– –
IWN icon
116
iShares Russell 2000 Value ETF
IWN
$14.5B
$4.85M 0.17%
32,099
-1,363
-4% -$220K
FITB
117
Fifth Third Bancorp
FITB
$51.6B
$4.83M 0.17%
123,140
+35,528
+41% +$1.5M
AON icon
118
Aon
AON
$75.8B
$4.77M 0.17%
11,940
+31
+0.3% +$11.9K
SO icon
119
Southern Company
SO
$105B
$4.73M 0.16%
51,403
-622
-1% -$53.8K
FDX icon
120
FedEx
FDX
$77.1B
$4.59M 0.16%
18,808
+146
+0.8% +$37.8K
GEV icon
121
GE Vernova
GEV
$264B
$4.49M 0.16%
14,692
+701
+5% +$244K
TXT icon
122
Textron
TXT
$15.3B
$4.44M 0.15%
61,453
– –
MAR icon
123
Marriott International
MAR
$90.1B
$4.41M 0.15%
18,510
-100
-0.5% -$27.2K
PM icon
124
Philip Morris
PM
$291B
$4.36M 0.15%
27,457
-112
-0.4% -$15.9K
VB icon
125
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$4.26M 0.15%
19,231
+2,880
+18% +$688K
3 4
5
6 7

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JSW
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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
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

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.