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WB

WesBanco Bank Portfolio holdings

AUM $3.61B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
+0.41%
1 Year Est. Return
+24.09%
3 Year Est. Return
+68.06%
5 Year Est. Return
+87.43%
10 Year Est. Return
–
AUM
$3.61B
AUM Growth
-$18.8M
Cap. Flow
+$40.7M
Cap. Flow %
1.13%
Top 10 Hldgs %
29.3%
Holding
719
New
50
Increased
172
Reduced
285
Closed
45

Top Buys

1
ISRG icon
Intuitive Surgical
ISRG
+$11.1M
2
MU icon
Micron Technology
MU
+$8.32M
3
INTU icon
Intuit
INTU
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.97M
5
BNY
Bank of New York Mellon
BNY
+$5.47M

Top Sells

1
CRM icon
Salesforce
CRM
+$13.2M
2
UNH icon
UnitedHealth
UNH
+$7.88M
3
CG icon
Carlyle Group
CG
+$6.98M
4
CVX icon
Chevron
CVX
+$6.4M
5
AON icon
Aon
AON
+$4.64M

Sector Composition

1 Technology 21.81%
2 Financials 10.22%
3 Healthcare 7.95%
4 Industrials 7.93%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOV icon
176
Dover
DOV
$28.8B
$3.01M 0.08%
+14,456
New +$3.09M
MDY icon
177
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$3M 0.08%
4,864
-33
-0.7% -$20.9K
VVV icon
178
Valvoline
VVV
$5.1B
$2.98M 0.08%
88,451
+17,800
+25% +$616K
ESGD icon
179
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$2.98M 0.08%
31,146
+1,364
+5% +$135K
VCLT icon
180
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.99B
$2.96M 0.08%
39,635
+111
+0.3% +$8.43K
SGOV icon
181
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$2.95M 0.08%
29,300
-173
-0.6% -$17.4K
SNOW icon
182
Snowflake
SNOW
$93.2B
$2.94M 0.08%
19,504
+4,144
+27% +$767K
VLO icon
183
Valero Energy
VLO
$91.9B
$2.93M 0.08%
11,851
-2,118
-15% -$437K
BRK.A icon
184
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.87M 0.08%
4
– –
RSP icon
185
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$2.83M 0.08%
14,747
+1,188
+9% +$235K
ESML icon
186
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.84B
$2.76M 0.08%
58,777
-1,414
-2% -$68.6K
DVY icon
187
iShares Select Dividend ETF
DVY
$23.8B
$2.75M 0.08%
18,191
-297
-2% -$44.9K
ATMU icon
188
Atmus Filtration Technologies
ATMU
$4.19B
$2.75M 0.08%
48,400
– –
WFC icon
189
Wells Fargo
WFC
$265B
$2.71M 0.08%
34,081
-1,352
-4% -$116K
HWKN icon
190
Hawkins
HWKN
$3.02B
$2.7M 0.07%
17,588
+250
+1% +$36.6K
IJS icon
191
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
$2.67M 0.07%
22,555
+506
+2% +$61.1K
ORLY icon
192
O'Reilly Automotive
ORLY
$71.3B
$2.66M 0.07%
28,838
-1,924
-6% -$180K
IWS icon
193
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$2.66M 0.07%
18,231
+20
+0.1% +$2.97K
HBAN icon
194
Huntington Bancshares
HBAN
$37B
$2.61M 0.07%
166,909
-1,724
-1% -$29.4K
MGY icon
195
Magnolia Oil & Gas
MGY
$5.04B
$2.59M 0.07%
82,138
– –
TFC icon
196
Truist Financial
TFC
$65.4B
$2.59M 0.07%
56,253
-3,006
-5% -$149K
APD icon
197
Air Products & Chemicals
APD
$65.8B
$2.56M 0.07%
8,819
+1,384
+19% +$382K
OTIS icon
198
Otis Worldwide
OTIS
$28.2B
$2.55M 0.07%
33,055
-1,929
-6% -$169K
VGT icon
199
Vanguard Information Technology ETF
VGT
$139B
$2.55M 0.07%
29,192
+1,736
+6% +$160K
SCHD icon
200
Schwab US Dividend Equity ETF
SCHD
$100B
$2.53M 0.07%
82,373
-2,829
-3% -$85.8K
6 7
8
9 10

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SL
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SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
U
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FMII
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SPC
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ACM
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GCM
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WesBanco Bank's Q1 2026 Portfolio in Review

As of Q1 2026, WesBanco Bank held 719 positions worth $3.61B, down 0.52% from $3.63B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

WesBanco Bank's Q1 2026 filing shows 50 new, 172 increased, 285 reduced and 45 closed positions. Its largest new stake was Intuit: 16,938 shares worth $7.32M. The largest sale was Salesforce, an estimated $13.2M.

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 2026 buy was Intuit: 16,938 shares worth $7.32M.
  • WesBanco Bank added most to Intuitive Surgical in Q1 2026, an estimated $11.1M increase.
  • WesBanco Bank's biggest Q1 2026 reduction was Salesforce, cutting an estimated $13.2M.
  • WesBanco Bank fully exited Box in Q1 2026, selling an estimated $2.43M.
  • WesBanco Bank's ten largest holdings make up 29% of its $3.61B portfolio in Q1 2026.
  • WesBanco Bank opened 50 new positions and closed 45 in Q1 2026.
  • WesBanco Bank's portfolio value fell 0.52% quarter-over-quarter to $3.61B.

Based on WesBanco Bank's 13F filing for Q1 2026, filed 21 Apr 2026.