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
-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
TFC icon
151
Truist Financial
TFC
$63.5B
$3.09M 0.11%
75,171
-16,694
-18% -$744K
ADP icon
152
Automatic Data Processing
ADP
$108B
$3.09M 0.11%
10,114
+48
+0.5% +$14.5K
SPOT icon
153
Spotify
SPOT
$106B
$3.07M 0.11%
5,590
-992
-15% -$554K
MPC icon
154
Marathon Petroleum
MPC
$87.8B
$3.07M 0.11%
21,042
-181
-0.9% -$26.8K
VEA icon
155
Vanguard FTSE Developed Markets ETF
VEA
$236B
$3.06M 0.11%
60,110
-8,500
-12% -$430K
VMBS icon
156
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$3.05M 0.11%
65,821
-567
-0.9% -$25.9K
CRK icon
157
Comstock Resources
CRK
$4.21B
$3.04M 0.11%
149,549
– –
ONON icon
158
On Holding
ONON
$12.9B
$3.03M 0.11%
68,882
– –
SF
159
Stifel
SF
$12.6B
$2.98M 0.1%
47,400
– –
V icon
160
Visa
V
$673B
$2.93M 0.1%
8,349
+342
+4% +$116K
VCLT icon
161
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.77B
$2.92M 0.1%
38,437
-67
-0.2% -$5.06K
FFIV icon
162
F5
FFIV
$23.4B
$2.92M 0.1%
10,949
– –
KKR icon
163
KKR & Co
KKR
$92.1B
$2.91M 0.1%
25,130
+518
+2% +$71.3K
BE icon
164
Bloom Energy
BE
$63.9B
$2.89M 0.1%
147,000
+40,000
+37% +$955K
PRU icon
165
Prudential Financial
PRU
$42B
$2.88M 0.1%
25,811
-952
-4% -$108K
CARR icon
166
Carrier Global
CARR
$52.5B
$2.86M 0.1%
45,038
-632
-1% -$42K
XLK icon
167
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.83M 0.1%
27,438
-50
-0.2% -$5.67K
SNOW icon
168
Snowflake
SNOW
$116B
$2.83M 0.1%
+19,332
New +$3.28M
ACN icon
169
Accenture
ACN
$110B
$2.75M 0.1%
8,811
+294
+3% +$104K
MRVL icon
170
Marvell Technology
MRVL
$193B
$2.75M 0.1%
44,615
+3,200
+8% +$310K
APH icon
171
Amphenol
APH
$209B
$2.72M 0.09%
41,494
-81
-0.2% -$5.53K
TSM icon
172
TSMC
TSM
$2.2T
$2.71M 0.09%
16,350
+490
+3% +$95.2K
CHD icon
173
Church & Dwight Co
CHD
$24.5B
$2.71M 0.09%
24,584
+50
+0.2% +$5.35K
GVA icon
174
Granite Construction
GVA
$5.54B
$2.67M 0.09%
35,422
– –
OSIS icon
175
OSI Systems
OSIS
$3.91B
$2.61M 0.09%
13,427
– –
5 6
7
8 9

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
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

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.