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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
SGOV icon
176
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$2.96M 0.08%
29,473
-7,433
-20% -$747K
MDY icon
177
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.95M 0.08%
4,897
+118
+2% +$70.6K
HBAN icon
178
Huntington Bancshares
HBAN
$35.5B
$2.93M 0.08%
168,633
– –
TFC icon
179
Truist Financial
TFC
$64B
$2.92M 0.08%
59,259
-4,914
-8% -$226K
INTC icon
180
Intel
INTC
$513B
$2.89M 0.08%
78,280
-3,012
-4% -$114K
HYS icon
181
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$2.86M 0.08%
30,201
+6,037
+25% +$573K
ESGD icon
182
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$2.83M 0.08%
29,782
-262
-0.9% -$24.7K
ORLY icon
183
O'Reilly Automotive
ORLY
$76.3B
$2.81M 0.08%
30,762
-1,606
-5% -$157K
ESML icon
184
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$2.77M 0.08%
60,191
-1,596
-3% -$72.8K
DOCN icon
185
DigitalOcean
DOCN
$14.6B
$2.75M 0.08%
57,200
– –
VRP icon
186
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$2.75M 0.08%
112,908
+27,628
+32% +$678K
CVS icon
187
CVS Health
CVS
$122B
$2.73M 0.08%
34,414
-3,528
-9% -$278K
WM icon
188
Waste Management
WM
$91B
$2.72M 0.07%
12,382
-2,603
-17% -$555K
CAVA icon
189
CAVA Group
CAVA
$7.27B
$2.65M 0.07%
45,105
-7
-0% -$390
DVY icon
190
iShares Select Dividend ETF
DVY
$23.6B
$2.61M 0.07%
18,488
+29
+0.2% +$4.1K
RSP icon
191
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$2.6M 0.07%
13,559
+1,372
+11% +$260K
VGT icon
192
Vanguard Information Technology ETF
VGT
$149B
$2.59M 0.07%
27,456
+4,848
+21% +$461K
IWS icon
193
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.57M 0.07%
18,211
+21
+0.1% +$2.94K
MO icon
194
Altria Group
MO
$114B
$2.54M 0.07%
44,020
+138
+0.3% +$8.33K
ANF icon
195
Abercrombie & Fitch
ANF
$5B
$2.52M 0.07%
20,000
+8,500
+74% +$743K
ATMU icon
196
Atmus Filtration Technologies
ATMU
$4.18B
$2.51M 0.07%
48,400
– –
IJS icon
197
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$2.51M 0.07%
22,049
-723
-3% -$81K
PRU icon
198
Prudential Financial
PRU
$41.8B
$2.48M 0.07%
21,961
-505
-2% -$54.1K
GVI icon
199
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
$2.47M 0.07%
22,995
+6,125
+36% +$659K
HWKN icon
200
Hawkins
HWKN
$2.71B
$2.46M 0.07%
17,338
-2,508
-13% -$369K
6 7
8
9 10

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BWA
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MAM
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ICP
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GCM
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USCWA
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CA
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MGP
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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.