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Portfolio (Quarterly) Guide ↗

WESBANCO BANK INC

· CIK 0000877134
13F Portfolio $3.6B AUM 1,320 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 156 Added 259 Reduced 48 Exited
Page 16 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NOG NORTHERN OIL & GAS Energy 48,500.0 $1.4M 0.04% $29.23 -16.4%
302 SHAK SHAKE SHACK INC Consumer Cyclical 16,000.0 $1.4M 0.04% NEW $88.47 -31.7%
303 ADI ANALOG DEVICES Technology 4,447.0 $1.4M 0.04% -289.0 -6.1% $318.14 +31.6%
304 GBF ISHARES 13,514.0 $1.4M 0.04% -271.0 -2.0% $104.17 -1.3%
305 VCTR VICTORY CAPITAL HOLDINGS INC Financial Services 21,462.0 $1.4M 0.04% -8K -25.9% $65.48 +30.5%
306 ONB OLD NATIONAL BANCORP Financial Services 62,904.0 $1.4M 0.04% -23K -26.4% $22.10 +5.4%
307 CAH CARDINAL HEALTH Healthcare 6,541.0 $1.4M 0.04% -951.0 -12.7% $211.31 -5.5%
308 ADP AUTOMATIC DATA PROCESSING Industrials 6,763.0 $1.4M 0.04% -335.0 -4.7% $203.18 +9.7%
309 GSHD GOOSEHEAD INSURANCE INC Financial Services 32,000.0 $1.4M 0.04% +22K +226.5% $42.66 -11.7%
310 ROCK GIBRALTAR INDUSTRIES INC. Industrials 33,928.0 $1.4M 0.04% $39.87 -11.3%
311 IGV ISHARES 16,808.0 $1.3M 0.04% +3K +21.6% $80.05 +16.0%
312 BANR BANNER CORP Financial Services 22,169.0 $1.3M 0.04% $60.68 +5.6%
313 IVW ISHARES 11,847.0 $1.3M 0.04% -102.0 -0.8% $113.11 +20.1%
314 NEA NUVEEN Financial Services 119,057.0 $1.3M 0.04% +6K +5.1% $11.23 +0.7%
315 IDYA IDEAYA BIOSCIENCES INC Healthcare 39,700.0 $1.3M 0.04% $33.32 -15.3%
316 MICROSTRATEGY INC 13,800.0 $1.3M 0.04% $95.74
317 NSA NATIONAL STORAGE AFFILIATES Real Estate 35,000.0 $1.3M 0.04% $37.74 +8.7%
318 CEG CONSTELLATION ENERGY Utilities 4,728.0 $1.3M 0.04% +310.0 +7.0% $279.25 -6.2%
319 FIG FIGMA INC Technology 62,000.0 $1.3M 0.04% NEW $21.14 +8.4%
320 CGNX COGNEX CORP. Technology 26,700.0 $1.3M 0.04% +8K +40.5% $48.99 +26.4%
Page 16 of 34  ·  674 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 14.5%
Healthcare 10.4%
Industrials 10.0%
Communication Services 8.2%
Consumer Cyclical 8.0%
Energy 7.4%
Consumer Defensive 6.8%
Utilities 3.4%
Basic Materials 1.9%