WESBANCO BANK INC
SEC Form 13F institutional filer · CIK 0000877134
13F-HR · 287 reported holdings · 2026-03-31
Bank holding company and trust services.
Reported long-US-equity value
$2.85B
Top-10 concentration
38.7%
WESBANCO BANK INC — $2.85B AUM allocation strategy
WESBANCO BANK INC files SEC Form 13F and reports $2.85B of long US equity value across 287 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.4%, followed by Communication Services 5.2% and Financials 4.3%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WESBANCO BANK INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.85B
total across 287 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +69K sh · +$1.93M+$NFLX +59.4K sh · +$6.13M+$IVV +55.3K sh · +$4.19M
Biggest trims (shares)
−$NKE −67.5K sh · −$4.81M−$CRM −63.6K sh · −$19.6M−$CVX −35.1K sh · +$7.73M
Exited to nil (held last quarter, gone now)
$LITE ($750K last qtr)$APP ($366K last qtr)$SYY ($293K last qtr)$TROW ($289K last qtr)$A ($286K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.4%—
- Semiconductors6.6%—
- Interactive Media & Services5.2%—
- Systems Software4.2%—
- Integrated Oil & Gas3.8%—
- Diversified Banks3.1%—
- Broadline Retail3.0%—
- Pharmaceuticals2.5%—
- Other holdings64.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 833K | $211M | +10.5K | 7.4% |
| $MSFT | Microsoft Corporation | 326K | $121M | +1.51K | 4.2% |
| $AVGO | Broadcom Inc | 329K | $102M | -12.1K | 3.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 344K | $98.9M | -7.63K | 3.5% |
| $JPM | JP Morgan Chase & Co | 299K | $87.9M | +1.94K | 3.1% |
| $NVDA | NVIDIA Corporation | 499K | $87.1M | +26.5K | 3.1% |
| $AMZN | Amazon.com Inc | 410K | $85.3M | +12.2K | 3.0% |
| $XOM | ExxonMobil Holdings Corporation | 333K | $56.5M | +1.35K | 2.0% |
| $CVX | Chevron Corporation | 240K | $49.6M | -35.1K | 1.7% |
…and 278 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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