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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
+8.56%
1 Year Est. Return
+32.62%
3 Year Est. Return
+87.24%
5 Year Est. Return
+107.5%
10 Year Est. Return
–
AUM
$3.6B
AUM Growth
+$226M
Cap. Flow
-$14.4M
Cap. Flow %
-0.4%
Top 10 Hldgs %
30.85%
Holding
716
New
66
Increased
227
Reduced
243
Closed
27

Top Buys

Rank Stock Value
1
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$11.5M
2
DUK icon
Duke Energy
DUK
+$9.14M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.1M
4
CARR icon
Carrier Global
CARR
+$8.3M
5
KO icon
Coca-Cola
KO
+$6.75M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$11.3M
2
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$10.4M
3
NEE icon
NextEra Energy
NEE
+$8.53M
4
PEP icon
PepsiCo
PEP
+$8.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.81M

Sector Composition

Rank Sector Weight
1 Technology 24.73%
2 Financials 11.14%
3 Industrials 7.75%
4 Healthcare 7.43%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
126
Southern Company
SO
$107B
$5.1M 0.14%
53,785
-227
-0.4% -$21.2K
APH icon
127
Amphenol
APH
$209B
$5.09M 0.14%
41,167
-27
-0.1% -$2.96K
SCHG icon
128
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$4.9M 0.14%
153,649
-3,104
-2% -$94.6K
DFAC icon
129
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$4.78M 0.13%
123,912
-3,978
-3% -$148K
PM icon
130
Philip Morris
PM
$295B
$4.72M 0.13%
29,115
+137
+0.5% +$23.1K
IEFA icon
131
iShares Core MSCI EAFE ETF
IEFA
$196B
$4.61M 0.13%
52,849
+566
+1% +$48.1K
MOG.A icon
132
Moog Inc Class A
MOG.A
$12.8B
$4.61M 0.13%
22,198
– –
BA icon
133
Boeing
BA
$185B
$4.61M 0.13%
21,358
-527
-2% -$119K
CB icon
134
Chubb
CB
$135B
$4.54M 0.13%
16,087
-1,557
-9% -$429K
MAR icon
135
Marriott International
MAR
$92.3B
$4.5M 0.13%
17,274
-1,656
-9% -$445K
IVE icon
136
iShares S&P 500 Value ETF
IVE
$49.8B
$4.39M 0.12%
21,268
-480
-2% -$96.4K
MPC icon
137
Marathon Petroleum
MPC
$83.7B
$4.38M 0.12%
22,702
-4,262
-16% -$750K
UBSI icon
138
United Bankshares
UBSI
$6.62B
$4.37M 0.12%
117,528
-1,570
-1% -$58.5K
AMT icon
139
American Tower
AMT
$80.4B
$4.33M 0.12%
22,503
+5,892
+35% +$1.23M
CWB icon
140
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$4.3M 0.12%
47,485
+1,007
+2% +$86.6K
IJR icon
141
iShares Core S&P Small-Cap ETF
IJR
$112B
$4.26M 0.12%
35,814
-880
-2% -$101K
NVO
142
Novo Nordisk
NVO
$209B
$4.25M 0.12%
76,520
-97,165
-56% -$5.69M
HAL icon
143
Halliburton
HAL
$26.6B
$4.24M 0.12%
172,388
-172,720
-50% -$3.82M
VUG icon
144
Vanguard Morningstar Growth ETF
VUG
$230B
$4.22M 0.12%
52,818
+2,292
+5% +$175K
FDX icon
145
FedEx
FDX
$75.4B
$4.17M 0.12%
17,667
-298
-2% -$68.7K
AXP icon
146
American Express
AXP
$230B
$4.16M 0.12%
12,533
-25
-0.2% -$7.95K
XLK icon
147
State Street Technology Select Sector SPDR ETF
XLK
$123B
$4.14M 0.12%
29,380
+742
+3% +$98.3K
OWL icon
148
Blue Owl Capital
OWL
$18.5B
$4.12M 0.11%
243,600
+500
+0.2% +$9.51K
KMI icon
149
Kinder Morgan
KMI
$68.7B
$4.02M 0.11%
141,949
-17,360
-11% -$475K
EMR icon
150
Emerson Electric
EMR
$88.3B
$3.97M 0.11%
30,252
+660
+2% +$90K
4 5
6
7 8

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WesBanco Bank's Q3 2025 Portfolio in Review

As of Q3 2025, WesBanco Bank held 716 positions worth $3.6B, up 6.7% from $3.37B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

WesBanco Bank's Q3 2025 filing shows 66 new, 227 increased, 243 reduced and 27 closed positions. Its largest new stake was Pinterest: 70,876 shares worth $2.28M. The largest sale was Apple, an estimated $11.3M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.

  • WesBanco Bank's largest Q3 2025 buy was Pinterest: 70,876 shares worth $2.28M.
  • WesBanco Bank added most to Vanguard Russell 2000 ETF in Q3 2025, an estimated $11.5M increase.
  • WesBanco Bank's biggest Q3 2025 reduction was Apple, cutting an estimated $11.3M.
  • WesBanco Bank fully exited Keurig Dr Pepper in Q3 2025, selling an estimated $3.15M.
  • WesBanco Bank's ten largest holdings make up 31% of its $3.6B portfolio in Q3 2025.
  • WesBanco Bank opened 66 new positions and closed 27 in Q3 2025.
  • WesBanco Bank's portfolio value rose 6.7% quarter-over-quarter to $3.6B.

Based on WesBanco Bank's 13F filing for Q3 2025, filed 6 Nov 2025.