HWA
WCC

Heartwood Wealth Advisors’s WESCO International WCC Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-8
Closed -$1.69K – 594
2025
Q3 		$1.69K Buy
+8
New +$1.68K ﹤0.01% 510

Other funds holding WCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Heartwood Wealth Advisors's WCC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of WESCO International (WCC) in Q4 2025, closing a stake of 8 shares — an estimated $1.69K sold.

Heartwood Wealth Advisors first reported a position in WCC in Q3 2025 and held it in 1 quarter. The position peaked at $1.69K in Q3 2025. 617 funds tracked by Wall St. Rank hold WCC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining WESCO International position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 8 WESCO International shares in Q4 2025, an estimated $1.69K.
  • Heartwood Wealth Advisors first reported a position in WESCO International in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's WESCO International position peaked at $1.69K in Q3 2025.
  • 617 funds tracked by Wall St. Rank held WESCO International as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.