TWPM
WCC

Total Wealth Planning & Management’s WESCO International WCC Stock Holding History

Total Wealth Planning & Management’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 		$867K Buy
3,168
+1,982
+167% +$557K 0.64% 49
2025
Q4 		$290K Buy
+1,186
New +$291K 0.22% 165
2025
Q2 		$203K Buy
+1,095
New +$181K 0.16% 191

Other funds holding WCC

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Total Wealth Planning & Management's WCC Position: Q1 2026 in Review

Total Wealth Planning & Management increased its WESCO International (WCC) stake by 167% in Q1 2026, buying an estimated $557K and bringing the position to 3,168 shares worth $867K. The position accounts for 0.64% of the portfolio, ranked #49.

Total Wealth Planning & Management first reported a position in WCC in Q2 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

  • Total Wealth Planning & Management held 3,168 shares of WESCO International worth $867K as of Q1 2026.
  • Total Wealth Planning & Management bought 1,982 WESCO International shares in Q1 2026, an estimated $557K.
  • WESCO International made up 0.64% of Total Wealth Planning & Management's portfolio in Q1 2026, its #49 holding.
  • Total Wealth Planning & Management first reported a position in WESCO International in Q2 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.