True Wealth Design
WCC icon

True Wealth Design’s WESCO International WCC Stock Holding History

True Wealth Design’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
Q3 		$111K Buy
308
+145
+89% +$49.9K 0.03% 252
2026
Q2 		$56.3K Buy
163
+14
+9% +$4.75K 0.01% 445
2026
Q1 		$40.8K Buy
149
+16
+12% +$4.49K 0.01% 462
2025
Q4 		$32.6K Sell
133
-1
-0.7% -$245 0.01% 458
2025
Q3 		$28.4K Buy
134
+85
+173% +$17.8K 0.01% 481
2025
Q2 		$9.08K Sell
49
-313
-86% -$51.6K ﹤0.01% 618
2025
Q1 		$56.2K Buy
362
+291
+410% +$52.1K 0.02% 166
2024
Q4 		$12.8K Buy
71
+57
+407% +$10.8K 0.01% 388
2024
Q3 		$2.35K Buy
+14
New +$2.27K ﹤0.01% 741

Other funds holding WCC

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

True Wealth Design's WCC Position: Q3 2026 in Review

True Wealth Design increased its WESCO International (WCC) stake by 89% in Q3 2026, buying an estimated $49.9K and bringing the position to 308 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #252.

True Wealth Design first reported a position in WCC in Q3 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold WCC as of Q3 2026.

  • True Wealth Design held 308 shares of WESCO International worth $111K as of Q3 2026.
  • True Wealth Design bought 145 WESCO International shares in Q3 2026, an estimated $49.9K.
  • WESCO International made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #252 holding.
  • True Wealth Design first reported a position in WESCO International in Q3 2024 and has held it in 9 quarters since.
  • 108 funds tracked by Wall St. Rank held WESCO International as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.