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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
-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
GTLS
176
DELISTED
Chart Industries
GTLS
$2.59M 0.09%
17,970
+2,370
+15% +$436K
WFC icon
177
Wells Fargo
WFC
$265B
$2.55M 0.09%
35,524
-702
-2% -$52.7K
BOX icon
178
Box
BOX
$4.69B
$2.51M 0.09%
81,254
– –
ESML icon
179
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$2.5M 0.09%
65,007
+6,325
+11% +$263K
ESGD icon
180
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$2.47M 0.09%
30,296
-284
-0.9% -$22.9K
DHR icon
181
Danaher
DHR
$145B
$2.45M 0.08%
11,927
-65
-0.5% -$14.2K
FBNC icon
182
First Bancorp
FBNC
$2.66B
$2.41M 0.08%
60,108
– –
MDY icon
183
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$2.39M 0.08%
4,487
+156
+4% +$88.6K
XLE icon
184
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
$2.33M 0.08%
49,908
-10,132
-17% -$457K
QUAL icon
185
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$2.32M 0.08%
13,602
+250
+2% +$44.8K
APD icon
186
Air Products & Chemicals
APD
$68.1B
$2.32M 0.08%
7,879
-41
-0.5% -$12.6K
HBAN icon
187
Huntington Bancshares
HBAN
$35.3B
$2.32M 0.08%
154,341
+2,312
+2% +$37.2K
MO icon
188
Altria Group
MO
$111B
$2.3M 0.08%
38,279
-312
-0.8% -$17K
IWS icon
189
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.29M 0.08%
18,147
-200
-1% -$26K
ZBH icon
190
Zimmer Biomet
ZBH
$18.4B
$2.26M 0.08%
20,012
+163
+0.8% +$17.4K
IEFA icon
191
iShares Core MSCI EAFE ETF
IEFA
$195B
$2.26M 0.08%
29,857
-788
-3% -$58.9K
KFY icon
192
Korn Ferry
KFY
$4.26B
$2.23M 0.08%
32,945
– –
GILD icon
193
Gilead Sciences
GILD
$165B
$2.19M 0.08%
19,557
-230
-1% -$23.7K
PDBC icon
194
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.64B
$2.19M 0.08%
160,671
+650
+0.4% +$8.74K
TGT icon
195
Target
TGT
$69.2B
$2.17M 0.08%
20,806
-115
-0.5% -$14.4K
AAON icon
196
Aaon
AAON
$7.19B
$2.15M 0.07%
27,500
– –
IJS icon
197
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$2.12M 0.07%
21,701
+418
+2% +$44.1K
PFF icon
198
iShares Preferred and Income Securities ETF
PFF
$13.2B
$2.11M 0.07%
68,727
+992
+1% +$31.3K
AGX icon
199
Argan
AGX
$8.26B
$2.1M 0.07%
16,000
– –
INTC icon
200
Intel
INTC
$498B
$2.08M 0.07%
91,573
-11,676
-11% -$255K
6 7
8
9 10

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MAM
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GCM
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USCWA
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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.