IFWM
WCC

Institute for Wealth Management’s WESCO International WCC Stock Holding History

Institute for Wealth Management’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
Q1 		$502K Hold
1,836
– – 0.05% 318
2025
Q4 		$449K Sell
1,836
-228
-11% -$55.9K 0.05% 335
2025
Q3 		$437K Hold
2,064
– – 0.05% 354
2025
Q2 		$382K Hold
2,064
– – 0.04% 373
2025
Q1 		$321K Hold
2,064
– – 0.04% 396
2024
Q4 		$374K Buy
2,064
+310
+18% +$58.6K 0.05% 353
2024
Q3 		$295K Hold
1,754
– – 0.04% 417
2024
Q2 		$278K Buy
1,754
+244
+16% +$41.5K 0.04% 402
2024
Q1 		$259K Buy
+1,510
New +$250K 0.03% 421

Other funds holding WCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

Institute for Wealth Management's WCC Position: Q1 2026 in Review

Institute for Wealth Management held its WESCO International (WCC) position steady in Q1 2026 at 1,836 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #318.

Institute for Wealth Management first reported a position in WCC in Q1 2024 and has held it in 9 quarters since. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

  • Institute for Wealth Management held 1,836 shares of WESCO International worth $502K as of Q1 2026.
  • Institute for Wealth Management left its WESCO International share count unchanged in Q1 2026.
  • WESCO International made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #318 holding.
  • Institute for Wealth Management first reported a position in WESCO International in Q1 2024 and has held it in 9 quarters since.
  • 619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.