Filing Research | WSBC - WESBANCO INC Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	139.4KSH	$5.4M
2	Sound Income Strategies, LLC	Shares	100.6KSH	$3.9M
3	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	81.8KSH	$3.2M
4	SJS Investment Consulting Inc.	Shares	71.6KSH	$2.8M
5	Sequoia Financial Advisors, LLC	Shares	55.8KSH	$2.2M
6	Louisiana State Employees Retirement System	Shares	42.2KSH	$1.6M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.9KSH	$1.4M
8	MOODY NATIONAL BANK TRUST DIVISION	Shares	36.6KSH	$1.4M
9	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	29.8KSH	$1.2M
10	Police & Firemen's Retirement System of New Jersey	Shares	28.5KSH	$1.1M
11	IFP Advisors, Inc	Shares	25.3KSH	$987.2K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.9KSH	$970.6K
13	DiNuzzo Private Wealth, Inc.	Shares	22.8KSH	$888.3K
14	D.A. DAVIDSON & CO.	Shares	22.4KSH	$874.7K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	17.4KSH	$685.9K
16	DAVENPORT & Co LLC	Shares	17.5KSH	$682.6K
17	NAPLES GLOBAL ADVISORS, LLC	Shares	10.6KSH	$417.9K
18	Curated Wealth Partners LLC	Shares	21.7KSH	$400.5K
19	Commonwealth Financial Services, LLC	Shares	10.1KSH	$392.8K
20	BFSG, LLC	Shares	9.4KSH	$367.1K
21	Merit Financial Group, LLC	Shares	9.4KSH	$365.2K
22	FINANCIAL CONSULATE, INC	Shares	9.1KSH	$356.2K
23	J.W. COLE ADVISORS, INC.	Shares	9.1KSH	$354.7K
24	Appalachian Capital Management Ltd	Shares	8.3KSH	$322.7K
25	Bill Few Associates, Inc.	Shares	8.1KSH	$317.4K
26	Abel Hall, LLC	Shares	8.1KSH	$316.8K
27	Hennion & Walsh Asset Management, Inc.	Shares	6.6KSH	$258.3K
28	NorthCrest Asset Manangement, LLC	Shares	5.9KSH	$231.1K
29	OLD NATIONAL BANCORP /IN/	Shares	5.5KSH	$216.2K
30	CoreCap Advisors, LLC	Shares	5.2KSH	$201.8K
31	SIGNATUREFD, LLC	Shares	4.5KSH	$176.5K
32	Kentucky Trust Co	Shares	3.8KSH	$149.5K
33	Hilltop National Bank	Shares	3.1KSH	$121.7K
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	2.0KSH	$78.1K
35	GAMMA Investing LLC	Shares	1.8KSH	$71.5K
36	EverSource Wealth Advisors, LLC	Shares	951SH	$37.1K
37	True Wealth Design, LLC	Shares	897SH	$35.0K
38	Versant Capital Management, Inc	Shares	836SH	$32.6K
39	Farther Finance Advisors, LLC	Shares	623SH	$24.3K
40	Fortitude Family Office, LLC	Shares	204SH	$8.0K
41	Independence Bank of Kentucky	Shares	200SH	$7.8K
42	FIRST HORIZON CORP	Shares	139SH	$5.4K
43	Blue Trust, Inc.	Shares	130SH	$5.1K
44	Physician Wealth Advisors, Inc.	Shares	64SH	$2.5K
45	JFS WEALTH ADVISORS, LLC	Shares	51SH	$2.0K
46	Wealth Enhancement Trust Services, Inc.	Shares	46SH	$1.8K
47	Torren Management, LLC	Shares	45SH	$1.8K
48	State of Alaska, Department of Revenue	Shares	35.7KSH	$1.4K
49	MassMutual Private Wealth & Trust, FSB	Shares	35SH	$1.4K
50	Creative Capital Management Investments LLC	Shares	30SH	$1.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 71 loaded

#		Instrument
1	Sound Income Strategies, LLC added	Shares	+98.6K	+$3.9M	$3.9M
2	Louisiana State Employees Retirement System new	Shares	+42.2K	+$1.6M	$1.6M
3	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+24.9K	+$970.6K	$970.6K
4	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$448.4K	$3.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.7K	+$429.0K	$1.4M
6	Curated Wealth Partners LLC new	Shares	+21.7K	+$400.5K	$400.5K
7	J.W. COLE ADVISORS, INC. new	Shares	+9.1K	+$354.7K	$354.7K
8	SJS Investment Consulting Inc. added	Shares	+244	+$333.3K	$2.8M
9	Sequoia Financial Advisors, LLC trimmed	Shares	-434	+$238.2K	$2.2M
10	NorthCrest Asset Manangement, LLC new	Shares	+5.9K	+$231.1K	$231.1K
11	OLD NATIONAL BANCORP /IN/ new	Shares	+5.5K	+$216.2K	$216.2K
12	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-12.2K	+$211.8K	$5.4M
13	Police & Firemen's Retirement System of New Jersey added	Shares	+2.3K	+$207.8K	$1.1M
14	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$166.0K	$1.4M
15	Merit Financial Group, LLC added	Shares	+2.8K	+$137.8K	$365.2K
16	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV unchanged	Shares	0	+$135.2K	$1.2M
17	IFP Advisors, Inc trimmed	Shares	-2	+$114.8K	$987.2K
18	DiNuzzo Private Wealth, Inc. added	Shares	+23	+$104.1K	$888.3K
19	D.A. DAVIDSON & CO. trimmed	Shares	-78	+$99.1K	$874.7K
20	DAVENPORT & Co LLC unchanged	Shares	0	+$79.4K	$682.6K
21	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-230	+$71.1K	$685.9K
22	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$48.1K	$417.9K
23	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$41.4K	$356.2K
24	Commonwealth Financial Services, LLC trimmed	Shares	-264	+$36.6K	$392.8K
25	BFSG, LLC trimmed	Shares	-286	+$32.8K	$367.1K
26	Hennion & Walsh Asset Management, Inc. added	Shares	+46	+$31.6K	$258.3K
27	Abel Hall, LLC trimmed	Shares	-370	+$24.1K	$316.8K
28	Bill Few Associates, Inc. trimmed	Shares	-468	+$20.8K	$317.4K
29	Kentucky Trust Co unchanged	Shares	0	+$17.4K	$149.5K
30	Hilltop National Bank unchanged	Shares	0	+$14.2K	$121.7K
31	GAMMA Investing LLC added	Shares	+163	+$13.9K	$71.5K
32	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. unchanged	Shares	0	+$9.1K	$78.1K
33	CoreCap Advisors, LLC trimmed	Shares	-436	+$8.4K	$201.8K
34	Fortitude Family Office, LLC added	Shares	+144	+$5.9K	$8.0K
35	True Wealth Design, LLC added	Shares	+28	+$5.0K	$35.0K
36	Versant Capital Management, Inc unchanged	Shares	0	+$3.8K	$32.6K
37	Farther Finance Advisors, LLC added	Shares	+19	+$3.5K	$24.3K
38	Wealth Enhancement Trust Services, Inc. new	Shares	+46	+$1.8K	$1.8K
39	State of Alaska, Department of Revenue added	Shares	+31.7K	+$1.3K	$1.4K
40	Creative Capital Management Investments LLC new	Shares	+30	+$1.2K	$1.2K
41	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+30	+$1.2K	$1.2K
42	AMALGAMATED BANK new	Shares	+25.8K	+$1.0K	$1.0K
43	Independence Bank of Kentucky unchanged	Shares	0	+$908	$7.8K
44	Blue Trust, Inc. unchanged	Shares	0	+$590	$5.1K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+13.1K	+$513	$513
46	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$290	$2.5K
47	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$232	$2.0K
48	PARK AVENUE SECURITIES LLC new	Shares	+5.6K	+$218	$218
49	Torren Management, LLC unchanged	Shares	0	+$214	$1.8K
50	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$159	$1.4K

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