UFPG
WCC

United Financial Planning Group’s WESCO International WCC Stock Holding History

United Financial Planning Group’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 		$13.1K Hold
38
– – 0.01% 213
2026
Q1 		$10.4K Buy
38
+2
+6% +$562 0.01% 206
2025
Q4 		$8.81K Buy
+36
New +$8.83K 0.01% 217

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

United Financial Planning Group's WCC Position: Q2 2026 in Review

United Financial Planning Group held its WESCO International (WCC) position steady in Q2 2026 at 38 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #213.

United Financial Planning Group first reported a position in WCC in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold WCC as of Q2 2026.

  • United Financial Planning Group held 38 shares of WESCO International worth $13.1K as of Q2 2026.
  • United Financial Planning Group left its WESCO International share count unchanged in Q2 2026.
  • WESCO International made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #213 holding.
  • United Financial Planning Group first reported a position in WESCO International in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held WESCO International as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.