SK
WCC

Seth Klarman’s WESCO International WCC Stock Holding History

Seth Klarman’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 		$229M Sell
662,881
-774,000
-54% -$263M 4.23% 9
2026
Q1 		$393M Buy
1,436,881
+18,050
+1% +$5.07M 7.69% 3
2025
Q4 		$347M Sell
1,418,831
-84,349
-6% -$20.7M 6.58% 6
2025
Q3 		$318M Sell
1,503,180
-704,421
-32% -$148M 6.64% 7
2025
Q2 		$409M Buy
2,207,601
+202,000
+10% +$33.3M 9.9% 2
2025
Q1 		$311M Buy
2,005,601
+569,930
+40% +$102M 8.91% 3
2024
Q4 		$260M Buy
1,435,671
+177,671
+14% +$33.6M 7.56% 4
2024
Q3 		$211M Buy
1,258,000
+455,000
+57% +$73.9M 6.01% 6
2024
Q2 		$127M Buy
803,000
+597,276
+290% +$102M 3.5% 10
2024
Q1 		$35.2M Buy
+205,724
New +$34M 0.97% 16

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

Seth Klarman's WCC Position: Q2 2026 in Review

Seth Klarman reduced its WESCO International (WCC) stake by 54% in Q2 2026, selling an estimated $263M and leaving 662,881 shares worth $229M. The position accounts for 4.23% of the portfolio, ranked #9.

Seth Klarman first reported a position in WCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $409M in Q2 2025. 698 funds tracked by Wall St. Rank hold WCC as of Q2 2026.

  • Seth Klarman held 662,881 shares of WESCO International worth $229M as of Q2 2026.
  • Seth Klarman sold 774,000 WESCO International shares in Q2 2026, an estimated $263M.
  • WESCO International made up 4.23% of Seth Klarman's portfolio in Q2 2026, its #9 holding.
  • Seth Klarman first reported a position in WESCO International in Q1 2024 and has held it in 10 quarters since.
  • Seth Klarman's WESCO International position peaked at $409M in Q2 2025.
  • 698 funds tracked by Wall St. Rank held WESCO International as of Q2 2026.

Based on Baupost Group's 13F filing for Q2 2026, filed 13 Aug 2026.