SFA
WCC

Sequoia Financial Advisors’s WESCO International WCC Stock Holding History

Sequoia Financial 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
Q1 		$4.96M Buy
18,112
+315
+2% +$88.5K 0.03% 328
2025
Q4 		$4.35M Buy
17,797
+3,815
+27% +$936K 0.02% 351
2025
Q3 		$2.96M Buy
13,982
+11,915
+576% +$2.5M 0.02% 424
2025
Q2 		$383K Buy
+2,067
New +$341K ﹤0.01% 1136
2025
Q1 		– Sell
-1,149
Closed -$208K – 1475
2024
Q4 		$208K Sell
1,149
-119
-9% -$22.5K ﹤0.01% 1204
2024
Q3 		$213K Buy
+1,268
New +$206K ﹤0.01% 1143
2023
Q1 		– Sell
-1,603
Closed -$201K – 881
2022
Q4 		$201K Buy
+1,603
New +$202K ﹤0.01% 736
2022
Q2 		– Sell
-1,780
Closed -$232K – 690
2022
Q1 		$232K Sell
1,780
-109
-6% -$13.7K 0.01% 575
2021
Q4 		$249K Buy
+1,889
New +$242K 0.01% 489

Other funds holding WCC

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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