AFW
WCC

Avantra Family Wealth’s WESCO International WCC Stock Holding History

Avantra Family Wealth’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$902K Buy
3,296
+2,034
+161% +$571K 0.67% 45
2025
Q4 		$309K Buy
1,262
+12
+1% +$2.94K 0.22% 121
2025
Q3 		$264K Buy
+1,250
New +$262K 0.2% 136

Other funds holding WCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantra Family Wealth's WCC Position: Q1 2026 in Review

Avantra Family Wealth increased its WESCO International (WCC) stake by 161% in Q1 2026, buying an estimated $571K and bringing the position to 3,296 shares worth $902K. The position accounts for 0.67% of the portfolio, ranked #45.

Avantra Family Wealth first reported a position in WCC in Q3 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

  • Avantra Family Wealth held 3,296 shares of WESCO International worth $902K as of Q1 2026.
  • Avantra Family Wealth bought 2,034 WESCO International shares in Q1 2026, an estimated $571K.
  • WESCO International made up 0.67% of Avantra Family Wealth's portfolio in Q1 2026, its #45 holding.
  • Avantra Family Wealth first reported a position in WESCO International in Q3 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.