Wesbanco Bank is based out of Wheeling. Wesbanco Bank is a registered investment advisory firm with 6 clients and discretionary assets under management (AUM) of $807,255,689 (Form ADV from 2023-05-31). Their last reported 13F filing for Q4 2023 included $1,763,397,567 in managed 13F securities
and a top 10 holdings concentration of 30.49%. Wesbanco Bank's largest holding is Apple Inc with shares held of 652,840. Whalewisdom has at least 93 13F filings
Confidential Treatment - This manager
has obtained confidential treatment for one or
more investments in the most recent 13F filing.
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AGG iShares Core U.S. Ag | 1.08% |
ACWX iShares MSCI ACWI ex | 0.47% |
VO VANGUARD MID-CAP IND | 0.35% |
MUB iShares National Mun | 0.27% |
EAGG iShares ESG Aware U. | 0.16% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
LQD iShares iBoxx $ Inve | 0.32% |
ABBV AbbVie Inc | 0.32% |
UPS United Parcel Servic | 0.31% |
BLK BlackRock Inc. Class | 0.3% |
XOM ExxonMobil Corp. (St | 0.29% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 7.12% |
MSFT Microsoft Corp. | 4.38% |
AGG iShares Core U.S. Ag | 3.38% |
WSBC WesBanco Inc | 2.92% |
JPM JPMorgan Chase & Co. | 2.52% |
Confidential Treatment - Holdings omitted in latest filing.
2023-12-31
13F Activity
Market Value | $1.77b, Prior: $2.29b |
New Purchases | 7 stocks |
Added To | 35 stocks |
Sold out of | 190 stocks |
Reduced holdings in | 289 stocks |
Top 10 Holdings % | 30.45% |
Turnover %[1] | 52.53% |
Turnover Alt %[2] | 0.66% |
Time Held Top 20 | 8.65 quarters |
Time Held Top 10 | 6.2 quarters |
Time Held All | 10.03 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31