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WESCO International, Inc.

WCC Industrials
$256.11 $-1.08 (-0.42%)
Market Cap: $12.46 B
Gurus Holding
13
Popularity Rank
#206
% of Shares Held
6.19%
Net Activity (Q4 2025)
-$131.62 M

Guru Ownership Trend

Guru Analysis for WESCO International, Inc. (WCC)

WESCO International, Inc. (WCC), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $771.55 M.

Top institutional holders include Seth Klarman and Cliff Asness.

Notably, Seth Klarman has expressed high conviction in this stock, allocating 6.58% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $131.62 M net outflow during the quarter.

Recent activity highlights Jeremy Grantham who opened a new position. Conversely, Diamond Hill Capital reduced exposure by 68.7%.

Key Holders

Top 5 by Value

$347.1 M
$132.95 M
$89.17 M
$27.8 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$28.87 M
Total Buy Value
New Buys 1
Additions 3
-$160.49 M
Total Sell Value
Reductions 9
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
11
Net Buyers
4

FAQs for WESCO International, Inc. (WCC)

Major holders include Seth Klarman ($347.1 M), Cliff Asness ($132.95 M), Chris Davis ($89.17 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 3.01 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $131.62 M, with 4 managers increasing positions and 11 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 2 fully exited WCC. The total reported sell value was $160.49 M.

Yes, 1 managers opened new positions in WCC, and 3 increased their existing holdings. The total reported buy value was $28.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
6.58% Reduce -5.6% 1,418,831 $347.1 M Q4 2025
0.07% Add 2.6% 543,449 $132.95 M Q4 2025
0.40% Add 24.6% 364,502 $89.17 M Q4 2025
0.22% Reduce -68.7% 176,737 $43.24 M Q4 2025
0.08% Reduce -46.7% 113,617 $27.8 M Q4 2025
0.03% Reduce -29.1% 106,910 $26.15 M Q4 2025
0.09% Add 20.2% 101,908 $24.93 M Q4 2025
0.21% Reduce -8.7% 83,092 $20.33 M Q4 2025
0.02% Reduce -12.3% 57,208 $14 M Q4 2025
0.78% Reduce -26.9% 15,500 $3.79 M Q4 2025
0.01% New Buy 15,156 $3.71 M Q4 2025
0.01% Reduce -21.8% 13,993 $3.42 M Q4 2025
0.00% Reduce -11.1% 1,689 $413,197 Q4 2025
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