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
CMG icon
176
Chipotle Mexican Grill
CMG
$41.5B
$3.12M 0.09%
79,734
+74,987
+1,580% +$3.38M
SPOT icon
177
Spotify
SPOT
$100B
$3.1M 0.09%
4,441
+151
+4% +$106K
VCLT icon
178
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$3.07M 0.09%
39,527
-490
-1% -$37.3K
WFC icon
179
Wells Fargo
WFC
$264B
$3.05M 0.08%
36,384
-5,838
-14% -$473K
AGX icon
180
Argan
AGX
$8.37B
$3.02M 0.08%
11,185
-15
-0.1% -$3.44K
BRK.A icon
181
Berkshire Hathaway Class A
BRK.A
$1.12T
$3.02M 0.08%
4
– –
ONON icon
182
On Holding
ONON
$12.5B
$2.93M 0.08%
69,303
– –
TFC icon
183
Truist Financial
TFC
$64B
$2.93M 0.08%
64,173
-4,318
-6% -$195K
HBAN icon
184
Huntington Bancshares
HBAN
$35.5B
$2.91M 0.08%
168,633
-67,041
-28% -$1.15M
MO icon
185
Altria Group
MO
$114B
$2.9M 0.08%
43,882
+4,247
+11% +$269K
CVS icon
186
CVS Health
CVS
$122B
$2.86M 0.08%
37,942
-4,410
-10% -$302K
ADP icon
187
Automatic Data Processing
ADP
$108B
$2.85M 0.08%
9,708
-305
-3% -$91.8K
MDY icon
188
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.85M 0.08%
4,779
-67
-1% -$39.3K
ESGD icon
189
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$2.79M 0.08%
30,044
+866
+3% +$78.4K
ESML icon
190
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$2.79M 0.08%
61,787
-2,095
-3% -$91K
ORA icon
191
Ormat Technologies
ORA
$6.65B
$2.73M 0.08%
28,400
– –
INTC icon
192
Intel
INTC
$513B
$2.73M 0.08%
81,292
-7,478
-8% -$181K
CAVA icon
193
CAVA Group
CAVA
$7.27B
$2.73M 0.08%
45,112
+12
+0% +$909
GRAL
194
GRAIL Inc
GRAL
$3.1B
$2.63M 0.07%
44,500
– –
DVY icon
195
iShares Select Dividend ETF
DVY
$23.6B
$2.62M 0.07%
18,459
+468
+3% +$64.8K
BOX icon
196
Box
BOX
$4.6B
$2.62M 0.07%
81,254
– –
SGRY icon
197
Surgery Partners
SGRY
$2.03B
$2.6M 0.07%
120,000
– –
AAON icon
198
Aaon
AAON
$7.77B
$2.57M 0.07%
27,500
– –
PLTR icon
199
Palantir
PLTR
$413B
$2.57M 0.07%
14,085
+4,019
+40% +$651K
VLO icon
200
Valero Energy
VLO
$85.9B
$2.54M 0.07%
14,944
-506
-3% -$75.5K
6 7
8
9 10

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.