IFG
WCC

Independent Financial Group’s WESCO International WCC Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-3,438
Closed -$637K – 1433
2025
Q2 		$637K Sell
3,438
-574
-14% -$94.7K 0.02% 683
2025
Q1 		$623K Buy
4,012
+960
+31% +$172K 0.02% 629
2024
Q4 		$552K Sell
3,052
-1,174
-28% -$222K 0.02% 657
2024
Q3 		$710K Sell
4,226
-8
-0.2% -$1.3K 0.03% 540
2024
Q2 		$671K Buy
+4,234
New +$721K 0.03% 509

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Financial Group's WCC Position: Q3 2025 in Review

Independent Financial Group sold out of WESCO International (WCC) in Q3 2025, closing a stake of 3,438 shares — an estimated $637K sold.

Independent Financial Group first reported a position in WCC in Q2 2024 and held it in 5 quarters. The position peaked at $710K in Q3 2024. 560 funds tracked by Wall St. Rank hold WCC as of Q3 2025.

  • Independent Financial Group reported no remaining WESCO International position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,438 WESCO International shares in Q3 2025, an estimated $637K.
  • Independent Financial Group first reported a position in WESCO International in Q2 2024 and held it in 5 quarters.
  • Independent Financial Group's WESCO International position peaked at $710K in Q3 2024.
  • 560 funds tracked by Wall St. Rank held WESCO International as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.