EWA
WCC

EP Wealth Advisors’s WESCO International WCC Stock Holding History

EP Wealth Advisors’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 		$396K Buy
1,145
+352
+44% +$119K ﹤0.01% 1140
2026
Q1 		$217K Buy
+793
New +$223K ﹤0.01% 1367
2024
Q4 		– Sell
-2,554
Closed -$429K – 1328
2024
Q3 		$429K Buy
2,554
+7
+0.3% +$1.14K ﹤0.01% 736
2024
Q2 		$404K Buy
2,547
+7
+0.3% +$1.19K ﹤0.01% 584
2024
Q1 		$435K Buy
2,540
+19
+0.8% +$3.14K 0.01% 547
2023
Q4 		$438K Buy
2,521
+2
+0.1% +$300 0.01% 514
2023
Q3 		$362K Sell
2,519
-10,481
-81% -$1.69M 0.01% 523
2023
Q2 		$451K Sell
13,000
-38,134
-75% -$5.56M 0.01% 487
2023
Q1 		$772K Buy
51,134
+48,615
+1,930% +$7.28M 0.01% 337
2022
Q4 		$315K Buy
+2,519
New +$317K 0.01% 460
2022
Q3 		– Sell
-3,277
Closed -$351K – 650
2022
Q2 		$351K Buy
3,277
+623
+23% +$76.8K 0.01% 449
2022
Q1 		$345K Buy
2,654
+135
+5% +$16.9K 0.01% 464
2021
Q4 		$331K Hold
2,519
– – 0.01% 442
2021
Q3 		$290K Buy
2,519
+19
+0.8% +$2.09K 0.01% 439
2021
Q2 		$257K Hold
2,500
– – 0.01% 474
2021
Q1 		$216K Buy
+2,500
New +$210K 0.01% 465

Other funds holding WCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's WCC Position: Q2 2026 in Review

EP Wealth Advisors increased its WESCO International (WCC) stake by 44% in Q2 2026, buying an estimated $119K and bringing the position to 1,145 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

EP Wealth Advisors first reported a position in WCC in Q1 2021 and has held it in 16 quarters since. The position peaked at $772K in Q1 2023. 701 funds tracked by Wall St. Rank hold WCC as of Q2 2026.

  • EP Wealth Advisors held 1,145 shares of WESCO International worth $396K as of Q2 2026.
  • EP Wealth Advisors bought 352 WESCO International shares in Q2 2026, an estimated $119K.
  • WESCO International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1140 holding.
  • EP Wealth Advisors first reported a position in WESCO International in Q1 2021 and has held it in 16 quarters since.
  • EP Wealth Advisors's WESCO International position peaked at $772K in Q1 2023.
  • 701 funds tracked by Wall St. Rank held WESCO International as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.