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WesBanco Investment Department
Scott Love · Bank/Insurer · Multi-Strategy
WesBanco Bank, Inc., founded in 1870 and headquartered in Wheeling, West Virginia, is a diversified financial services institution. Its Investment Department, part of the WesBanco Trust and Investment Services division, provides comprehensive wealth management, portfolio management, trust services, and investment advisory for individual and institutional clients across multiple states. With a long-standing history of over 150 years, the department leverages its regional presence to offer personalized financial planning and professional asset management. The institution focuses on long-term capital preservation and growth, managing approximately $5.6 billion in assets under management as of 2024. Its offerings include proprietary mutual funds, private banking, and specialized services in estate and retirement administration, all delivered through a community-bank feel backed by large-bank capabilities.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +29.6% |
| YTD return | +21.2% |
| Sharpe ratio | 3.76 |
| Win rate | 74% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.wesbanco.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.3% | +30.8% |
| MSFT | Microsoft Corporation | 9.8% | +1.1% |
| GOOGL | Alphabet Inc Class A | 9.5% | +33.8% |
| AVGO | Broadcom Inc | 8.3% | +8.3% |
| NVDA | NVIDIA Corporation | 7.0% | +19.9% |
| AMZN | Amazon.com Inc | 7.0% | +13.6% |
| JPM | JPMorgan Chase & Co | 6.7% | +8.9% |
| WSBC | WesBanco Inc | 4.1% | +15.3% |
| XOM | Exxon Mobil Corp | 3.2% | +34.0% |
| PANW | Palo Alto Networks Inc | 3.1% | +77.3% |
| META | Meta Platforms Inc. | 3.1% | +6.3% |
| AMD | Advanced Micro Devices Inc | 3.0% | +164.2% |
| TXN | Texas Instruments Incorporated | 3.0% | +11.8% |
| CVX | Chevron Corp | 2.7% | +28.4% |
| CSCO | Cisco Systems Inc | 2.7% | +30.6% |
| JNJ | Johnson & Johnson | 2.4% | +33.3% |
| LLY | Eli Lilly and Company | 2.4% | -2.4% |
| KO | The Coca-Cola Company | 2.3% | +7.2% |
| MRK | Merck & Company Inc | 2.3% | +18.6% |
| AMGN | Amgen Inc | 2.3% | +0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | SELL | WSBC | 4.2% → 4.1% |
| Aug 10, 2026 | SELL | WMT | 2.3% → 0.0% |
| Aug 10, 2026 | SELL | LLY | 2.4% → 2.4% |
| Aug 10, 2026 | BUY | META | 2.9% → 3.1% |
| Aug 10, 2026 | SELL | JPM | 7.0% → 6.7% |
Investment Style Analysis
WesBanco Investment Department is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, WesBanco Investment Department made a significant move by reducing the position in WSBC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
WesBanco employs a disciplined and active investment approach centered on a team-based decision-making process. The institution develops comprehensive investment strategies that account for historic trends, client-specific risk tolerances, and diversified asset allocations across various asset classes. Individual portfolio managers specialize in specific sectors of the economy to maintain deep market expertise and generate research-driven insights. By combining equity and fixed income research with personalized service, WesBanco aims to help clients achieve their unique financial objectives through both separately managed accounts and its proprietary family of mutual funds, the WesMark Funds.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with WesBanco Investment Department.
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Frequently asked questions
How is the simulated portfolio for WesBanco Investment Department constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is WesBanco Investment Department's largest holding?
As of the latest filing, WesBanco Investment Department's top position is Apple Inc (AAPL), representing 15.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is WesBanco Investment Department's historical performance and risk profile?
Our simulation indicates a total return of +29.6% with a win rate of 74%. Notably, the portfolio maintains a Sharpe Ratio of 3.76, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does WesBanco Investment Department primarily invest in?
WesBanco Investment Department has a strong preference for the Semiconductors sector, which makes up 21.2% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is WesBanco Investment Department's portfolio concentrated or diversified?
WesBanco Investment Department runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has WesBanco Investment Department performed in 2026?
Our AI-simulated model portfolio for WesBanco Investment Department tracks a Year-to-Date (YTD) return of +21.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott Love manage WesBanco Investment Department directly?
Yes, Scott Love serves as the key portfolio manager for WesBanco Investment Department, overseeing the investment strategy and final capital allocation decisions.