JFS Wealth Advisors
WCC icon

JFS Wealth Advisors’s WESCO International WCC Stock Holding History

JFS 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
Q3 		$27.7K Hold
77
– – ﹤0.01% 667
2026
Q2 		$26.6K Hold
77
– – ﹤0.01% 691
2026
Q1 		$21.1K Buy
77
+4
+5% +$1.12K ﹤0.01% 721
2025
Q4 		$17.9K Buy
73
+18
+33% +$4.42K ﹤0.01% 783
2025
Q3 		$11.6K Hold
55
– – ﹤0.01% 854
2025
Q2 		$10.2K Hold
55
– – ﹤0.01% 860
2025
Q1 		$8.54K Hold
55
– – ﹤0.01% 929
2024
Q4 		$10K Hold
55
– – ﹤0.01% 852
2024
Q3 		$9.24K Buy
55
+2
+4% +$325 ﹤0.01% 883
2024
Q2 		$8.4K Hold
53
– – ﹤0.01% 850
2024
Q1 		$9.08K Hold
53
– – ﹤0.01% 849
2023
Q4 		$9.22K Buy
53
+3
+6% +$449 ﹤0.01% 798
2023
Q3 		$7.19K Hold
50
– – ﹤0.01% 842
2023
Q2 		$8.95K Sell
50
-2
-4% -$292 ﹤0.01% 764
2023
Q1 		$8.04K Sell
52
-1
-2% -$150 ﹤0.01% 795
2022
Q4 		$6.64K Buy
53
+2
+4% +$252 ﹤0.01% 874
2022
Q3 		$6K Sell
51
-8
-14% -$1K ﹤0.01% 949
2022
Q2 		$6K Buy
59
+17
+40% +$2.1K ﹤0.01% 962
2022
Q1 		$5K Buy
42
+25
+147% +$3.13K ﹤0.01% 1082
2021
Q4 		$2K Buy
+17
New +$2.17K ﹤0.01% 1191

Other funds holding WCC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JFS Wealth Advisors's WCC Position: Q3 2026 in Review

JFS Wealth Advisors held its WESCO International (WCC) position steady in Q3 2026 at 77 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

JFS Wealth Advisors first reported a position in WCC in Q4 2021 and has held it in 20 quarters since. 500 funds tracked by Wall St. Rank hold WCC as of Q3 2026.

  • JFS Wealth Advisors held 77 shares of WESCO International worth $27.7K as of Q3 2026.
  • JFS Wealth Advisors left its WESCO International share count unchanged in Q3 2026.
  • WESCO International made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #667 holding.
  • JFS Wealth Advisors first reported a position in WESCO International in Q4 2021 and has held it in 20 quarters since.
  • 500 funds tracked by Wall St. Rank held WESCO International as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.