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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
SCHG icon
126
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$4.99M 0.14%
152,891
-758
-0.5% -$24.7K
CB icon
127
Chubb
CB
$135B
$4.96M 0.14%
15,877
-210
-1% -$61.4K
FDX icon
128
FedEx
FDX
$75.4B
$4.92M 0.14%
17,046
-621
-4% -$163K
DFAC icon
129
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$4.88M 0.13%
123,326
-586
-0.5% -$22.9K
T icon
130
AT&T
T
$163B
$4.81M 0.13%
193,741
-2,323
-1% -$58.8K
IEFA icon
131
iShares Core MSCI EAFE ETF
IEFA
$196B
$4.77M 0.13%
53,297
+448
+0.8% +$39.6K
IXUS icon
132
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$4.66M 0.13%
55,093
+12,853
+30% +$1.08M
PM icon
133
Philip Morris
PM
$295B
$4.65M 0.13%
29,015
-100
-0.3% -$15.5K
APO icon
134
Apollo Global Management
APO
$73.4B
$4.64M 0.13%
+32,053
New +$4.26M
XLK icon
135
State Street Technology Select Sector SPDR ETF
XLK
$123B
$4.64M 0.13%
32,212
+2,832
+10% +$409K
BE icon
136
Bloom Energy
BE
$64.6B
$4.63M 0.13%
53,332
-22,500
-30% -$2.36M
UPS icon
137
United Parcel Service
UPS
$88.9B
$4.59M 0.13%
46,325
-624
-1% -$58.4K
VUG icon
138
Vanguard Morningstar Growth ETF
VUG
$230B
$4.59M 0.13%
56,436
+3,618
+7% +$294K
PGR icon
139
Progressive
PGR
$125B
$4.53M 0.12%
19,891
-1,615
-8% -$365K
BA icon
140
Boeing
BA
$185B
$4.52M 0.12%
20,835
-523
-2% -$108K
BIL icon
141
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$4.47M 0.12%
48,940
+10,320
+27% +$945K
PFE icon
142
Pfizer
PFE
$153B
$4.43M 0.12%
177,905
-28,166
-14% -$710K
MGV icon
143
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.6B
$4.42M 0.12%
31,324
-7,400
-19% -$1.03M
HAL icon
144
Halliburton
HAL
$26.6B
$4.41M 0.12%
156,218
-16,170
-9% -$427K
UBSI icon
145
United Bankshares
UBSI
$6.62B
$4.41M 0.12%
114,719
-2,809
-2% -$105K
MDLZ icon
146
Mondelez International
MDLZ
$79.9B
$4.38M 0.12%
81,361
-61,716
-43% -$3.55M
AXP icon
147
American Express
AXP
$230B
$4.37M 0.12%
11,814
-719
-6% -$257K
IVE icon
148
iShares S&P 500 Value ETF
IVE
$49.8B
$4.31M 0.12%
20,303
-965
-5% -$202K
VEA icon
149
Vanguard FTSE Developed Markets ETF
VEA
$237B
$4.3M 0.12%
68,825
-21,114
-23% -$1.29M
CWB icon
150
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$4.25M 0.12%
47,699
+214
+0.5% +$19.5K
4 5
6
7 8

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BWA
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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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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.