FTDI
WCC

First Trust Direct Indexing’s WESCO International WCC Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-1,584
Closed -$266K – 919
2024
Q3 		$266K Buy
1,584
+117
+8% +$19K 0.01% 797
2024
Q2 		$233K Buy
+1,467
New +$250K 0.01% 765
2021
Q1 		– Sell
-1,205
Closed -$67K – 989
2020
Q4 		$67K Buy
+1,205
New +$71.4K 0.02% 654

Other funds holding WCC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Direct Indexing's WCC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of WESCO International (WCC) in Q4 2024, closing a stake of 1,584 shares — an estimated $266K sold.

First Trust Direct Indexing first reported a position in WCC in Q4 2020 and held it in 3 quarters. The position peaked at $266K in Q3 2024. 528 funds tracked by Wall St. Rank hold WCC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining WESCO International position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,584 WESCO International shares in Q4 2024, an estimated $266K.
  • First Trust Direct Indexing first reported a position in WESCO International in Q4 2020 and held it in 3 quarters.
  • First Trust Direct Indexing's WESCO International position peaked at $266K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held WESCO International as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.