WESBANCO BANK INC

WHEELING, WV Investment Advisor Banks How do I update this listing?

Wesbanco Bank is based out of Wheeling. Wesbanco Bank is a large advisory firm with 6 clients and discretionary assets under management (AUM) of $851,101,662 (Form ADV from 2019-09-03). Their last reported 13F filing for Q3 2019 included $2,009,328,000 in managed 13F securities and a top 10 holdings concentration of 22.76%. Wesbanco Bank's largest holding is Apple Inc with shares held of 355,971. Whalewisdom has at least 77 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $2.011 Billion
  • Prior Market Value $2.051 Billion
  • New Purchases31 stocks
  • Additional Purchases142 stocks
  • Sold out of36 stocks
  • Reduced holdings in208 stocks
  • Top 10 Holdings % 22.74 %
  • Turnover % [1]:13.09%
  • Turnover Alt % [2]: 7.95 %
  • Time Held Top20:24.55 quarters
  • Time Held Top10:24.00 quarters
  • Time Held All:29.26 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.65%
Performance Last 4 Quarters: 10.54%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WESBANCO INVESTMENT DEPARTMENT
ONE BANK PLAZA FIFTH FLOOR
WHEELING WV    26003-3565
Country: United States

Business Phone: 304-234-9419
Fax: 304-234-9476
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Other (specify) SID OF WESBANCO BANK, INC A SUB OF WESBANCO, INC
Organized in: WV
Number of employees: 18
Other Business Activities: bank
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 6
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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WESBANCO BANK, INC.

ownership team - last updated 2019-09-03
Name Title Start Date Direct/Indirect % Ownership
ELLWOOD, DAVID, BRIAN EXECUTIVE VICE PRESIDENT 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESBANCO BANK, INC. EXECUTIVE VICE PRESIDENT direct 2011-06-01
INVESTMENT DEPARTMENT-A DIVISION OF WESBANCO BANK, INC. SENIOR VICE PRESIDENT direct 2000-06-01 2012-03-29
WESBANCO, INC. SHAREHOLDER 03/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESBANCO BANK, INC. SHAREHOLDER direct 2001-03-01
WESBANCO BANK, INC. SHAREHOLDER indirect 2001-03-01 2004-04-12
ROTH, JENNIFER SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESBANCO BANK, INC. SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2019-08-01

WESBANCO BANK, INC.

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
ELLWOOD, DAVID, BRIAN EXECUTIVE VICE PRESIDENT 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESBANCO BANK, INC. EXECUTIVE VICE PRESIDENT direct 2011-06-01
INVESTMENT DEPARTMENT-A DIVISION OF WESBANCO BANK, INC. SENIOR VICE PRESIDENT direct 2000-06-01 2012-03-29
WESBANCO, INC. SHAREHOLDER 03/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESBANCO BANK, INC. SHAREHOLDER direct 2001-03-01
WESBANCO BANK, INC. SHAREHOLDER indirect 2001-03-01 2004-04-12
FERDON, DEBORAH, CORDINER EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROVIDENT INVESTMENT ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2004-01-01
WESBANCO BANK, INC. CHIEF COMPLIANCE OFFICER direct 2004-09-01
WESBANCO BANK, INC. EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-06-01

WESBANCO BANK, INC.

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
ELLWOOD, DAVID, BRIAN EXECUTIVE VICE PRESIDENT 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESBANCO BANK, INC. EXECUTIVE VICE PRESIDENT direct 2011-06-01
INVESTMENT DEPARTMENT-A DIVISION OF WESBANCO BANK, INC. SENIOR VICE PRESIDENT direct 2000-06-01 2012-03-29
WESBANCO, INC. SHAREHOLDER 03/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESBANCO BANK, INC. SHAREHOLDER direct 2001-03-01
WESBANCO BANK, INC. SHAREHOLDER indirect 2001-03-01 2004-04-12
FERDON, DEBORAH, CORDINER EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROVIDENT INVESTMENT ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2004-01-01
WESBANCO BANK, INC. CHIEF COMPLIANCE OFFICER direct 2004-09-01
WESBANCO BANK, INC. EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-06-01

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