WSBC β€” Wesbanco Inc

Ownership history in Waldron Private Wealth LLC  Β·  44 quarters on record

This page tracks every 13F SEC filing in which Waldron Private Wealth LLC reported a position in Wesbanco Inc (WSBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.21% (2014 Q1)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2013 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
44

Position Intelligence

Waldron Private Wealth LLC Γ— WSBC AI Analytics

πŸ“‰ Waldron Private Wealth LLC underperformed the S&P 500 by –7.7% annually on this WSBC position. Timing score: 57% (4/7 decisions correct). Average cost basis: $20.67. Maximum drawdown during holding period: –51.4%.

πŸ“ˆ Position Alpha vs SPY
-7.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.7% ann.
43 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$20.67
+51.0% vs current ($31.22)

Best entry: $15.73 (2020 Q2)  Β·  Worst: $26.51 (2017 Q1)

πŸ›‘οΈ Drawdown Resilience
–51.4%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 3 of 22 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WSBC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 13,021 β€” 0% 0.02% $421K $31.22
2025 Q2 UNCHANGED 13,021 β€” 0% 0.02% $417K $30.58
2025 Q1 REDUCED 13,021 -69 -0.5% 0.02% $408K $29.57
2024 Q4 UNCHANGED 13,090 β€” 0% 0.02% $431K $30.73
2024 Q3 UNCHANGED 13,090 β€” 0% 0.02% $395K $27.83
2024 Q2 UNCHANGED 13,090 β€” 0% 0.02% $370K $25.78
2024 Q1 UNCHANGED 13,090 β€” 0% 0.02% $395K $27.17
2023 Q4 UNCHANGED 13,090 β€” 0% 0.02% $415K $28.24
2023 Q3 ADDED 13,090 +7 +0.1% 0.02% $319K $21.70
2023 Q1 UNCHANGED 13,083 β€” 0% 0.02% $406K $26.58
34 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WSBC

As of 2025 Q4 β€” sorted by position size

Rhino Investment Partners, Inc 3Y 5.59% EJF Capital LP 3Y 7Y 2.69% Glendon Capital Management LP 3Y 7Y 1.8% QSV Equity Investors LLC 1.68% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 1.62% ALGEBRIS (UK) LTD 3Y 7Y 1.62% FJ Capital Management LLC 3Y 7Y 1.27% 1492 Capital Management LLC 3Y 7Y 0.9% BRANT POINT INVESTMENT MANAGEMENT LLC 3Y 7Y 0.82% Bridge City Capital, LLC 3Y 7Y 0.81%
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