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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
LMBS icon
101
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$6.95M 0.19%
139,011
+30,999
+29% +$1.55M
UNP icon
102
Union Pacific
UNP
$174B
$6.69M 0.18%
28,901
+1,895
+7% +$433K
VGK icon
103
Vanguard FTSE Europe ETF
VGK
$31.1B
$6.52M 0.18%
77,960
-5,288
-6% -$430K
V icon
104
Visa
V
$677B
$6.39M 0.18%
18,228
+2,264
+14% +$771K
IWR icon
105
iShares Russell Mid-Cap ETF
IWR
$57.5B
$6.24M 0.17%
64,846
+12
+0% +$1.15K
PPG icon
106
PPG Industries
PPG
$26.6B
$6.2M 0.17%
60,558
-577
-0.9% -$58K
D icon
107
Dominion Energy
D
$59.3B
$6.16M 0.17%
105,107
-3,245
-3% -$195K
CMI icon
108
Cummins
CMI
$88.7B
$6.07M 0.17%
11,894
-605
-5% -$283K
IBIT icon
109
iShares Bitcoin Trust
IBIT
$48.4B
$5.94M 0.16%
119,715
+7,692
+7% +$437K
PSX icon
110
Phillips 66
PSX
$81.4B
$5.87M 0.16%
45,452
-1,699
-4% -$229K
TT icon
111
Trane Technologies
TT
$106B
$5.85M 0.16%
15,040
+680
+5% +$281K
SBUX icon
112
Starbucks
SBUX
$120B
$5.82M 0.16%
69,134
-89,647
-56% -$7.56M
FITB
113
Fifth Third Bancorp
FITB
$51.8B
$5.73M 0.16%
122,318
-1,072
-0.9% -$47.2K
AON icon
114
Aon
AON
$76B
$5.66M 0.16%
16,030
+1,373
+9% +$479K
IJR icon
115
iShares Core S&P Small-Cap ETF
IJR
$112B
$5.65M 0.16%
47,012
+11,198
+31% +$1.34M
TSM icon
116
TSMC
TSM
$2.18T
$5.64M 0.16%
18,559
-501
-3% -$147K
ABT icon
117
Abbott
ABT
$187B
$5.6M 0.15%
44,715
-2,241
-5% -$285K
VMBS icon
118
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$5.6M 0.15%
118,907
+44,695
+60% +$2.11M
MRVL icon
119
Marvell Technology
MRVL
$196B
$5.58M 0.15%
65,615
– –
APH icon
120
Amphenol
APH
$209B
$5.51M 0.15%
40,791
-376
-0.9% -$50.3K
DIS icon
121
Walt Disney
DIS
$181B
$5.39M 0.15%
47,405
-790
-2% -$87K
VZ icon
122
Verizon
VZ
$196B
$5.37M 0.15%
131,775
-20,504
-13% -$832K
MAR icon
123
Marriott International
MAR
$92.3B
$5.36M 0.15%
17,269
-5
-0% -$1.43K
IWF icon
124
iShares Russell 1000 Growth ETF
IWF
$128B
$5.33M 0.15%
45,016
+936
+2% +$111K
IWN icon
125
iShares Russell 2000 Value ETF
IWN
$14.6B
$5.14M 0.14%
28,363
-2,169
-7% -$390K
3 4
5
6 7

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JSW
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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.