We are live on ! Find out more
WB

WesBanco Bank Portfolio holdings

AUM $4.02B
1-Year Est. Return 32.62%
This Fund
S&P 500
This Quarter Est. Return
+10.35%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$3.37B
AUM Growth
+$489M
Cap. Flow
+$256M
Cap. Flow %
7.6%
Top 10 Hldgs %
30%
Holding
675
New
58
Increased
270
Reduced
147
Closed
25

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13.4M
2
AAPL icon
Apple
AAPL
+$11.8M
3
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.94M
4
AMZN icon
Amazon
AMZN
+$8.06M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$7.96M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$5.59M
2
SFM icon
Sprouts Farmers Market
SFM
+$2.21M
3
CRK icon
Comstock Resources
CRK
+$2.12M
4
TXT icon
Textron
TXT
+$1.59M
5
AVGO icon
Broadcom
AVGO
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 24.13%
2 Financials 11.44%
3 Industrials 7.75%
4 Healthcare 7.65%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
126
Southern Company
SO
$107B
$4.96M 0.15%
54,012
+2,609
+5% +$234K
IWN icon
127
iShares Russell 2000 Value ETF
IWN
$14.6B
$4.93M 0.15%
31,246
-853
-3% -$127K
KMI icon
128
Kinder Morgan
KMI
$68.7B
$4.68M 0.14%
159,309
+32,940
+26% +$904K
IWF icon
129
iShares Russell 1000 Growth ETF
IWF
$128B
$4.68M 0.14%
44,080
-988
-2% -$94.5K
OWL icon
130
Blue Owl Capital
OWL
$18.5B
$4.67M 0.14%
243,100
– –
LMBS icon
131
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$4.6M 0.14%
+93,437
New +$4.57M
VEA icon
132
Vanguard FTSE Developed Markets ETF
VEA
$237B
$4.6M 0.14%
80,706
+20,596
+34% +$1.1M
BA icon
133
Boeing
BA
$185B
$4.59M 0.14%
21,885
-773
-3% -$146K
DFAC icon
134
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$4.58M 0.14%
+127,890
New +$4.27M
SCHG icon
135
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$4.58M 0.14%
+156,753
New +$4.14M
BE icon
136
Bloom Energy
BE
$64.6B
$4.57M 0.14%
191,000
+44,000
+30% +$852K
MPC icon
137
Marathon Petroleum
MPC
$83.7B
$4.48M 0.13%
26,964
+5,922
+28% +$888K
IEFA icon
138
iShares Core MSCI EAFE ETF
IEFA
$196B
$4.36M 0.13%
52,283
+22,426
+75% +$1.78M
UBSI icon
139
United Bankshares
UBSI
$6.62B
$4.34M 0.13%
119,098
-68
-0.1% -$2.39K
TSM icon
140
TSMC
TSM
$2.18T
$4.33M 0.13%
19,139
+2,789
+17% +$517K
IVE icon
141
iShares S&P 500 Value ETF
IVE
$49.8B
$4.25M 0.13%
21,748
-283
-1% -$52.7K
VRNS icon
142
Varonis Systems
VRNS
$5B
$4.12M 0.12%
81,200
– –
FDX icon
143
FedEx
FDX
$75.4B
$4.08M 0.12%
17,965
-843
-4% -$185K
APH icon
144
Amphenol
APH
$209B
$4.07M 0.12%
41,194
-300
-0.7% -$24.5K
MOG.A icon
145
Moog Inc Class A
MOG.A
$12.8B
$4.02M 0.12%
22,198
– –
IJR icon
146
iShares Core S&P Small-Cap ETF
IJR
$112B
$4.01M 0.12%
36,694
+4,067
+12% +$420K
AXP icon
147
American Express
AXP
$230B
$4.01M 0.12%
12,558
+7,605
+154% +$2.14M
HBAN icon
148
Huntington Bancshares
HBAN
$35.5B
$3.95M 0.12%
235,674
+81,333
+53% +$1.23M
EMR icon
149
Emerson Electric
EMR
$88.3B
$3.95M 0.12%
29,592
-99
-0.3% -$11.4K
GIS icon
150
General Mills
GIS
$19.7B
$3.89M 0.12%
75,061
+4,612
+7% +$254K
4 5
6
7 8

Similar funds

JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
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
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

WesBanco Bank's Q2 2025 Portfolio in Review

As of Q2 2025, WesBanco Bank held 675 positions worth $3.37B, up 17% from $2.88B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

WesBanco Bank deployed $256M of net new capital in Q2 2025, opening 58 new positions and adding to 270 existing holdings. Its largest new stake was First Trust Enhanced Short Maturity ETF: 165,894 shares worth $9.93M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was O'Reilly Automotive, an estimated $5.59M trimmed.

  • WesBanco Bank's largest Q2 2025 buy was First Trust Enhanced Short Maturity ETF: 165,894 shares worth $9.93M.
  • WesBanco Bank added most to NVIDIA in Q2 2025, an estimated $13.4M increase.
  • WesBanco Bank's biggest Q2 2025 reduction was O'Reilly Automotive, cutting an estimated $5.59M.
  • WesBanco Bank fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $1.2M.
  • WesBanco Bank's ten largest holdings make up 30% of its $3.37B portfolio in Q2 2025.
  • WesBanco Bank opened 58 new positions and closed 25 in Q2 2025.
  • WesBanco Bank's portfolio value rose 17% quarter-over-quarter to $3.37B.

Based on WesBanco Bank's 13F filing for Q2 2025, filed 7 Jul 2025.