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
+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
VBK icon
151
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$3.95M 0.11%
13,261
-36,045
-73% -$10.4M
UPS icon
152
United Parcel Service
UPS
$88.9B
$3.92M 0.11%
46,949
-10,597
-18% -$960K
VRNS icon
153
Varonis Systems
VRNS
$5B
$3.92M 0.11%
68,200
-13,000
-16% -$721K
GVA icon
154
Granite Construction
GVA
$5.62B
$3.88M 0.11%
35,422
– –
IWP icon
155
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$3.72M 0.1%
26,143
+20
+0.1% +$2.83K
SGOV icon
156
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$3.72M 0.1%
36,906
+10,568
+40% +$1.06M
GIS icon
157
General Mills
GIS
$19.7B
$3.66M 0.1%
72,660
-2,401
-3% -$120K
HWKN icon
158
Hawkins
HWKN
$2.71B
$3.63M 0.1%
19,846
+1,496
+8% +$250K
SUSC icon
159
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$3.62M 0.1%
153,804
+5,591
+4% +$130K
BIL icon
160
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$3.54M 0.1%
38,620
+11,091
+40% +$1.02M
FFIV icon
161
F5
FFIV
$22.7B
$3.51M 0.1%
10,859
-90
-0.8% -$28.2K
ORLY icon
162
O'Reilly Automotive
ORLY
$76.3B
$3.49M 0.1%
32,368
-3,379
-9% -$340K
IXUS icon
163
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$3.49M 0.1%
42,240
+11,742
+39% +$933K
VMBS icon
164
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$3.48M 0.1%
74,212
+5,676
+8% +$264K
SNOW icon
165
Snowflake
SNOW
$115B
$3.45M 0.1%
15,305
+473
+3% +$102K
OSIS icon
166
OSI Systems
OSIS
$3.89B
$3.35M 0.09%
13,427
– –
TXT icon
167
Textron
TXT
$15.4B
$3.34M 0.09%
39,480
+27
+0.1% +$2.2K
KKR icon
168
KKR & Co
KKR
$92.3B
$3.33M 0.09%
25,597
-533
-2% -$75.7K
WM icon
169
Waste Management
WM
$91B
$3.31M 0.09%
14,985
-269
-2% -$60.6K
DD icon
170
DuPont de Nemours
DD
$19.2B
$3.28M 0.09%
33,560
+306
+0.9% +$28.8K
SCHD icon
171
Schwab US Dividend Equity ETF
SCHD
$106B
$3.22M 0.09%
118,007
-614
-0.5% -$16.8K
CMDY icon
172
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$564M
$3.19M 0.09%
60,700
+30,700
+102% +$1.57M
FBNC icon
173
First Bancorp
FBNC
$2.68B
$3.18M 0.09%
60,108
– –
OTIS icon
174
Otis Worldwide
OTIS
$28.2B
$3.17M 0.09%
34,650
+517
+2% +$46.9K
AIT icon
175
Applied Industrial Technologies
AIT
$13.3B
$3.13M 0.09%
12,005
– –
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
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

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.