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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
PGR icon
126
Progressive
PGR
$125B
$4.26M 0.15%
15,047
-46
-0.3% -$12K
GIS icon
127
General Mills
GIS
$19.8B
$4.21M 0.15%
70,449
-804
-1% -$48.3K
IVE icon
128
iShares S&P 500 Value ETF
IVE
$49.9B
$4.2M 0.15%
22,031
+75
+0.3% +$14.5K
UBSI icon
129
United Bankshares
UBSI
$6.55B
$4.13M 0.14%
119,166
-598
-0.5% -$21.9K
GS icon
130
Goldman Sachs
GS
$301B
$4.09M 0.14%
7,492
-182
-2% -$110K
IWF icon
131
iShares Russell 1000 Growth ETF
IWF
$128B
$4.07M 0.14%
45,068
+680
+2% +$67.1K
DOW icon
132
Dow Inc
DOW
$21.7B
$3.97M 0.14%
113,808
-36,967
-25% -$1.42M
BA icon
133
Boeing
BA
$186B
$3.86M 0.13%
22,658
-2,240
-9% -$388K
MOG.A icon
134
Moog Inc Class A
MOG.A
$12.9B
$3.85M 0.13%
22,198
– –
SFM icon
135
Sprouts Farmers Market
SFM
$8.05B
$3.72M 0.13%
24,377
-4,282
-15% -$638K
VGK icon
136
Vanguard FTSE Europe ETF
VGK
$31.1B
$3.65M 0.13%
51,952
+41,148
+381% +$2.84M
KMI icon
137
Kinder Morgan
KMI
$69.3B
$3.61M 0.13%
126,369
-4,256
-3% -$118K
CWB icon
138
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$3.57M 0.12%
46,556
+125
+0.3% +$9.88K
OTIS icon
139
Otis Worldwide
OTIS
$27.7B
$3.54M 0.12%
34,350
-26
-0.1% -$2.54K
IJR icon
140
iShares Core S&P Small-Cap ETF
IJR
$112B
$3.41M 0.12%
32,627
+844
+3% +$95.2K
AIT icon
141
Applied Industrial Technologies
AIT
$13.3B
$3.31M 0.12%
14,705
– –
SUSC icon
142
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$3.3M 0.11%
143,139
-4,054
-3% -$92.8K
VRNS icon
143
Varonis Systems
VRNS
$5.01B
$3.28M 0.11%
81,200
– –
EMR icon
144
Emerson Electric
EMR
$88.7B
$3.26M 0.11%
29,691
+757
+3% +$91.3K
KDP icon
145
Keurig Dr Pepper
KDP
$39.7B
$3.25M 0.11%
95,081
– –
BRK.A icon
146
Berkshire Hathaway Class A
BRK.A
$1.15T
$3.19M 0.11%
4
– –
CVS icon
147
CVS Health
CVS
$121B
$3.19M 0.11%
47,059
-8,238
-15% -$493K
IWP icon
148
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$3.17M 0.11%
26,995
+161
+0.6% +$20.7K
PYPL icon
149
PayPal
PYPL
$50.1B
$3.17M 0.11%
48,597
-94,821
-66% -$7.39M
DD icon
150
DuPont de Nemours
DD
$19.2B
$3.14M 0.11%
33,458
-733
-2% -$71.5K
4 5
6
7 8

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MAM
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ICP
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GCM
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USCWA
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CA
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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.