Bayberry Capital Partners’s WESCO International WCC Stock Holding History

Bayberry Capital Partners’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 Q2	$13M	Sell	37,700 -24,500	-39%	-$8.31M	4.49%	7
2026 Q1	$17M	Sell	62,200 -25,900	-29%	-$7.27M	5.27%	5
2025 Q4	$21.6M	Sell	88,100 -46,000	-34%	-$11.3M	6.83%	3
2025 Q3	$28.4M	Sell	134,100 -10,700	-7%	-$2.25M	6.75%	3
2025 Q2	$26.8M	Sell	144,800 -1,200	-0.8%	-$198K	8.61%	2
2025 Q1	$22.7M	Buy	146,000 +46,000	+46%	+$8.23M	6.25%	6
2024 Q4	$18.1M	Buy	100,000 +57,500	+135%	+$10.9M	6.89%	5
2024 Q3	$7.14M	Sell	42,500 -108,200	-72%	-$17.6M	2.41%	17
2024 Q2	$23.9M	Buy	150,700 +42,700	+40%	+$7.27M	4.79%	6
2024 Q1	$18.5M	Buy	+108,000	New	+$17.8M	3.45%	8

Other funds holding WCC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bayberry Capital Partners's WCC Position: Q2 2026 in Review

Bayberry Capital Partners reduced its WESCO International (WCC) stake by 39% in Q2 2026, selling an estimated $8.31M and leaving 37,700 shares worth $13M. The position accounts for 4.49% of the portfolio, ranked #7.

Bayberry Capital Partners first reported a position in WCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.4M in Q3 2025. 701 funds tracked by Wall St. Rank hold WCC as of Q2 2026.

Bayberry Capital Partners held 37,700 shares of WESCO International worth $13M as of Q2 2026.
Bayberry Capital Partners sold 24,500 WESCO International shares in Q2 2026, an estimated $8.31M.
WESCO International made up 4.49% of Bayberry Capital Partners's portfolio in Q2 2026, its #7 holding.
Bayberry Capital Partners first reported a position in WESCO International in Q1 2024 and has held it in 10 quarters since.
Bayberry Capital Partners's WESCO International position peaked at $28.4M in Q3 2025.
701 funds tracked by Wall St. Rank held WESCO International as of Q2 2026.

Based on Bayberry Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.