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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
SO icon
151
Southern Company
SO
$107B
$4.23M 0.12%
48,545
-5,240
-10% -$478K
GVA icon
152
Granite Construction
GVA
$5.62B
$4.09M 0.11%
35,422
– –
EMR icon
153
Emerson Electric
EMR
$88.3B
$3.99M 0.11%
30,065
-187
-0.6% -$24.8K
AMT icon
154
American Tower
AMT
$80.4B
$3.93M 0.11%
22,366
-137
-0.6% -$24.9K
KMI icon
155
Kinder Morgan
KMI
$68.7B
$3.92M 0.11%
142,673
+724
+0.5% +$19.6K
JCPB icon
156
JPMorgan Core Plus Bond ETF
JCPB
$14.2B
$3.8M 0.1%
80,186
+72,164
+900% +$3.43M
MOG.A icon
157
Moog Inc Class A
MOG.A
$12.8B
$3.73M 0.1%
15,323
-6,875
-31% -$1.51M
SUSC icon
158
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$3.68M 0.1%
157,393
+3,589
+2% +$84.4K
VBK icon
159
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$3.65M 0.1%
12,073
-1,188
-9% -$358K
IWP icon
160
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$3.6M 0.1%
26,256
+113
+0.4% +$15.8K
SPOT icon
161
Spotify
SPOT
$100B
$3.56M 0.1%
6,129
+1,688
+38% +$1.06M
KKR icon
162
KKR & Co
KKR
$92.3B
$3.53M 0.1%
27,696
+2,099
+8% +$261K
SNOW icon
163
Snowflake
SNOW
$115B
$3.37M 0.09%
15,360
+55
+0.4% +$13.4K
WFC icon
164
Wells Fargo
WFC
$264B
$3.3M 0.09%
35,433
-951
-3% -$82.6K
VCSH icon
165
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$3.28M 0.09%
41,080
+11,318
+38% +$903K
MPC icon
166
Marathon Petroleum
MPC
$83.7B
$3.26M 0.09%
20,017
-2,685
-12% -$502K
ONON icon
167
On Holding
ONON
$12.5B
$3.22M 0.09%
69,303
– –
AIT icon
168
Applied Industrial Technologies
AIT
$13.3B
$3.08M 0.08%
12,005
– –
OTIS icon
169
Otis Worldwide
OTIS
$28.2B
$3.06M 0.08%
34,984
+334
+1% +$29.9K
FBNC icon
170
First Bancorp
FBNC
$2.68B
$3.05M 0.08%
60,108
– –
BRK.A icon
171
Berkshire Hathaway Class A
BRK.A
$1.12T
$3.02M 0.08%
4
– –
QCOM icon
172
Qualcomm
QCOM
$176B
$3M 0.08%
17,565
+3,705
+27% +$635K
GIS icon
173
General Mills
GIS
$19.7B
$3M 0.08%
64,496
-8,164
-11% -$388K
VCLT icon
174
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$3M 0.08%
39,524
-3
-0% -$232
CMDY icon
175
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$564M
$2.96M 0.08%
60,700
– –
5 6
7
8 9

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JSW
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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 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.