RFP
WCC

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
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

Other funds holding WCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's WCC Position: Q2 2026 in Review

Root Financial Partners sold out of WESCO International (WCC) in Q2 2026, closing a stake of 234 shares — an estimated $64K sold.

Root Financial Partners first reported a position in WCC in Q3 2025 and held it in 3 quarters. The position peaked at $64K in Q1 2026. 702 funds tracked by Wall St. Rank hold WCC as of Q2 2026.

  • Root Financial Partners reported no remaining WESCO International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 234 WESCO International shares in Q2 2026, an estimated $64K.
  • Root Financial Partners first reported a position in WESCO International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WESCO International position peaked at $64K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held WESCO International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.