Root Financial Partners
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Root Financial Partners’s WESCO International WCC Stock Holding History

Root Financial Partners’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 		$224K Buy
+624
New +$215K 0.01% 402
2026
Q2 		– Sell
-234
Closed -$64K – 3150
2026
Q1 		$64K Buy
234
+29
+14% +$8.14K ﹤0.01% 756
2025
Q4 		$50.2K Buy
205
+32
+18% +$7.85K ﹤0.01% 711
2025
Q3 		$36.6K Buy
+173
New +$36.3K ﹤0.01% 796

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Root Financial Partners's WCC Position: Q3 2026 in Review

Root Financial Partners opened a new position in WESCO International (WCC) in Q3 2026: 624 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WCC as recently as Q1 2026.

Root Financial Partners first reported a position in WCC in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold WCC as of Q3 2026.

  • Root Financial Partners held 624 shares of WESCO International worth $224K as of Q3 2026.
  • WESCO International was a new Root Financial Partners position in Q3 2026.
  • WESCO International made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #402 holding.
  • Root Financial Partners first reported a position in WESCO International in Q3 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held WESCO International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.