Yorktown Management & Research Company’s WESCO International WCC Stock Holding History

Yorktown Management & Research Company’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	$1.24M	Hold	4,550	–	–	1.04%	15
2025 Q4	$1.11M	Hold	4,550	–	–	0.89%	16
2025 Q3	$962K	Hold	4,550	–	–	0.77%	20
2025 Q2	$843K	Hold	4,550	–	–	0.8%	18
2025 Q1	$707K	Hold	4,550	–	–	0.77%	22
2024 Q4	$823K	Hold	4,550	–	–	0.79%	24
2024 Q3	$764K	Buy	4,550 +950	+26%	+$154K	0.78%	24
2024 Q2	$571K	Hold	3,600	–	–	0.61%	47
2024 Q1	$617K	Hold	3,600	–	–	0.59%	46
2023 Q4	$626K	Hold	3,600	–	–	0.65%	41
2023 Q3	$518K	Hold	3,600	–	–	0.58%	44
2023 Q2	$645K	Hold	3,600	–	–	0.69%	33
2023 Q1	$556K	Hold	3,600	–	–	0.6%	48
2022 Q4	$451K	Buy	+3,600	New	+$453K	0.55%	61

Other funds holding WCC

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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