WESBANCO INVESTMENT DEPARTMENT
Firm details
- Headquarters
- WHEELING, West Virginia
- CRD number
- 111907
- Registered since
- March 30, 2001
- Website
- www.wesbanco.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Wesbanco Investment Department is the institutional investment arm of a regional bank, operating primarily as a portfolio manager for investment companies. The department runs a fee-for-AUM model and serves institutional clients, using a bank-centric platform that integrates brokerage, trust, insurance and custody capabilities. Its filings identify the group as focused on long equity management, with an emphasis on large-cap U.S. names supplemented by broad ETF exposure. The team does not position itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity shows a preference for equity-centric allocations managed through both direct stock positions and ETF wrappers. The department’s advisory role for investment companies helps explain a portfolio composition that includes sizeable block holdings reported on regulatory 13F filings, even as the bank-managed discretionary AUM figure remains smaller.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JENNIFER ROTH
Chief Compliance OfficerCRD 3247469
DEBORAH FERDON
Chief Compliance OfficerCRD 814321
Contacts
3 of 3STEVEN KELLAS
EVPCRD 7355062
ROBERT MCGEE
Senior Vice PresidentCRD 4603318
SCOTT LOVE
Executive Vice President, Wealth ManagementCRD 2854247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 213Active vs passive
$940M in ETFs
88%
$824M
9%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $152M | 1,532,631 | 16.18% |
Location
WHEELING, WV
OHIO
Location
WHEELING, WV
Headquartered in WHEELING, WV, in the South of the United States.
- Region
- South
- County
- OHIO
- Address
- 1 Bank Plz
- Time zone
- ET (UTC-5)
- Office locations
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