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 operates as the institutional investment arm of a bank and is SEC registered (registration year 2001). The group provides portfolio management for investment companies and serves an institutional client base. Its business model is fee-based, charging a percentage of assets under management, and its activity profile includes connections with broker-dealers, trust company, insurance, and pension consulting channels.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 210Active vs passive
$934M in ETFs
88%
$817M
9%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $150M | 1,586,989 | 16.06% |
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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