Latest imported 13F data

WESBANCO BANK INC

โ€ขCIK: 877134โ€ขFiling: Q4 2025

WesBanco Bank Inc. manages $3.6 billion in assets, focusing on a diversified portfolio with significant positions in tech and ETFs, notably AAPL and MSFT. Recent strategy shifts include adding FCX and CMG, while significantly cutting TXT and NVO, reflecting a pivot towards energy and consumer sectors.

Total AUM
$3.6B
QoQ Performance
+1.0%
Positions
505
Top 10 Concentration
35.4%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
AAPL6.2%
MSFT4.3%
AGG4.1%
AVGO3.3%
GOOGL3.0%
JPM2.6%
AMZN2.5%
NVDA2.4%

๐Ÿ“ˆ Biggest Buys

NEW
0.6% of portfolio
NFLX
NETFLIX INC.
+1166.4%
0.5% of portfolio
AGG
ISHARES
+5.4%
4.1% of portfolio
FCX
FREEPORT-MCMORAN
+406.8%
0.2% of portfolio
APO
APOLLO GLOBAL MANAGEMENT INC
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

MS
MORGAN STANLEY
-49.5%
0.4% of portfolio
AAPL
APPLE INC
-3.9%
6.2% of portfolio
GOOGL
ALPHABET INC
-6.8%
3.0% of portfolio
SBUX
STARBUCKS CORP
-56.5%
0.2% of portfolio
NEE
NEXTERA ENERGY
-38.8%
0.3% of portfolio

Sector Breakdown

Other35.6%
Technology29.1%
Consumer7.8%
Financial7.0%
Healthcare6.5%
Industrial3.7%
Energy3.3%
ETF1.9%

๐Ÿšช Exited Positionssold since Q3 2025

NVO
NOVO NORDISK A/S
SOLD
$4.2M
OWL
BLUE OWL CAPITAL INC
SOLD
$4.1M
VRNS
VARONIS SYSTEMS INC
SOLD
$3.9M
FFIV
F5 NETWORKS INC
SOLD
$3.5M
OSIS
OSI SYSTEMS
SOLD
$3.3M
+481 more exited positions

Changes from Q3 2025

NEW2 new positions
โ†‘79 increased
โ†“109 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022