SVB Wealth’s WESCO International WCC Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-422	Closed	-$65.5K	–	1617
2025 Q1	$65.5K	Buy	+422	New	+$75.5K	﹤0.01%	477
2024 Q1	–	Sell	-1,169	Closed	-$203K	–	919
2023 Q4	$203K	Buy	+1,169	New	+$175K	﹤0.01%	768

Other funds holding WCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVB Wealth's WCC Position: Q2 2025 in Review

SVB Wealth sold out of WESCO International (WCC) in Q2 2025, closing a stake of 422 shares — an estimated $65.5K sold.

SVB Wealth first reported a position in WCC in Q4 2023 and held it in 2 quarters. The position peaked at $203K in Q4 2023. 529 funds tracked by Wall St. Rank hold WCC as of Q2 2025.

SVB Wealth reported no remaining WESCO International position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 422 WESCO International shares in Q2 2025, an estimated $65.5K.
SVB Wealth first reported a position in WESCO International in Q4 2023 and held it in 2 quarters.
SVB Wealth's WESCO International position peaked at $203K in Q4 2023.
529 funds tracked by Wall St. Rank held WESCO International as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.