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WB

WesBanco Bank Portfolio holdings

AUM $3.61B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
+0.41%
1 Year Est. Return
+24.09%
3 Year Est. Return
+68.06%
5 Year Est. Return
+87.43%
10 Year Est. Return
–
AUM
$3.61B
AUM Growth
-$18.8M
Cap. Flow
+$40.7M
Cap. Flow %
1.13%
Top 10 Hldgs %
29.3%
Holding
719
New
50
Increased
172
Reduced
285
Closed
45

Top Buys

1
ISRG icon
Intuitive Surgical
ISRG
+$11.1M
2
MU icon
Micron Technology
MU
+$8.32M
3
INTU icon
Intuit
INTU
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.97M
5
BNY
Bank of New York Mellon
BNY
+$5.47M

Top Sells

1
CRM icon
Salesforce
CRM
+$13.2M
2
UNH icon
UnitedHealth
UNH
+$7.88M
3
CG icon
Carlyle Group
CG
+$6.98M
4
CVX icon
Chevron
CVX
+$6.4M
5
AON icon
Aon
AON
+$4.64M

Sector Composition

1 Technology 21.81%
2 Financials 10.22%
3 Healthcare 7.95%
4 Industrials 7.93%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
126
Visa
V
$682B
$5.28M 0.15%
17,478
-750
-4% -$241K
IJR icon
127
iShares Core S&P Small-Cap ETF
IJR
$110B
$5.19M 0.14%
41,774
-5,238
-11% -$665K
IWN icon
128
iShares Russell 2000 Value ETF
IWN
$14.4B
$5.19M 0.14%
27,363
-1,000
-4% -$194K
APH icon
129
Amphenol
APH
$186B
$5.1M 0.14%
40,375
-416
-1% -$58.6K
MPC icon
130
Marathon Petroleum
MPC
$91.3B
$4.98M 0.14%
20,409
+392
+2% +$79.2K
CB icon
131
Chubb
CB
$137B
$4.85M 0.13%
14,878
-999
-6% -$321K
VEA icon
132
Vanguard FTSE Developed Markets ETF
VEA
$226B
$4.82M 0.13%
75,180
+6,355
+9% +$419K
DFAC icon
133
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$4.79M 0.13%
123,312
-14
-0% -$564
IWF icon
134
iShares Russell 1000 Growth ETF
IWF
$123B
$4.77M 0.13%
44,756
-260
-0.6% -$29.5K
SCHG icon
135
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$4.69M 0.13%
160,831
+7,940
+5% +$247K
SO icon
136
Southern Company
SO
$107B
$4.66M 0.13%
48,235
-310
-0.6% -$28.7K
PM icon
137
Philip Morris
PM
$301B
$4.63M 0.13%
27,976
-1,039
-4% -$181K
IBIT icon
138
iShares Bitcoin Trust
IBIT
$47B
$4.62M 0.13%
120,317
+602
+0.5% +$26.1K
MGV icon
139
Vanguard Mega Cap Value ETF
MGV
$13.1B
$4.55M 0.13%
31,374
+50
+0.2% +$7.41K
UPS icon
140
United Parcel Service
UPS
$100B
$4.53M 0.13%
46,080
-245
-0.5% -$26.3K
PFE icon
141
Pfizer
PFE
$143B
$4.46M 0.12%
158,859
-19,046
-11% -$507K
HYS icon
142
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$4.39M 0.12%
47,037
+16,836
+56% +$1.59M
MDLZ icon
143
Mondelez International
MDLZ
$78.3B
$4.36M 0.12%
75,642
-5,719
-7% -$331K
ABT icon
144
Abbott
ABT
$175B
$4.34M 0.12%
42,319
-2,396
-5% -$271K
XLK icon
145
State Street Technology Select Sector SPDR ETF
XLK
$114B
$4.34M 0.12%
32,625
+413
+1% +$58.2K
BA icon
146
Boeing
BA
$169B
$4.33M 0.12%
21,742
+907
+4% +$207K
MAR icon
147
Marriott International
MAR
$96.6B
$4.25M 0.12%
12,988
-4,281
-25% -$1.41M
VRP icon
148
Invesco Variable Rate Preferred ETF
VRP
$3B
$4.2M 0.12%
175,249
+62,341
+55% +$1.52M
KMI icon
149
Kinder Morgan
KMI
$71.9B
$4.2M 0.12%
125,297
-17,376
-12% -$543K
UBSI icon
150
United Bankshares
UBSI
$6.56B
$4.2M 0.12%
101,359
-13,360
-12% -$555K
4 5
6
7 8

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SL
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SCM
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U
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FMII
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SPC
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ACM
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GCM
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WesBanco Bank's Q1 2026 Portfolio in Review

As of Q1 2026, WesBanco Bank held 719 positions worth $3.61B, down 0.52% from $3.63B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

WesBanco Bank's Q1 2026 filing shows 50 new, 172 increased, 285 reduced and 45 closed positions. Its largest new stake was Intuit: 16,938 shares worth $7.32M. The largest sale was Salesforce, an estimated $13.2M.

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 2026 buy was Intuit: 16,938 shares worth $7.32M.
  • WesBanco Bank added most to Intuitive Surgical in Q1 2026, an estimated $11.1M increase.
  • WesBanco Bank's biggest Q1 2026 reduction was Salesforce, cutting an estimated $13.2M.
  • WesBanco Bank fully exited Box in Q1 2026, selling an estimated $2.43M.
  • WesBanco Bank's ten largest holdings make up 29% of its $3.61B portfolio in Q1 2026.
  • WesBanco Bank opened 50 new positions and closed 45 in Q1 2026.
  • WesBanco Bank's portfolio value fell 0.52% quarter-over-quarter to $3.61B.

Based on WesBanco Bank's 13F filing for Q1 2026, filed 21 Apr 2026.