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 Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.04 B.
Top institutional holders include Seth Klarman and Diamond Hill Capital.
Notably, Seth Klarman has expressed high conviction in this stock, allocating 6.64% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $275.7 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies reduced exposure by 91.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 6.64% | Reduce -31.9% | 1,503,180 | $317.92 M | Q3 2025 | |
| 0.57% | Reduce -30.7% | 564,524 | $119.4 M | Q3 2025 | |
| 0.07% | Add 10.7% | 529,618 | $112.01 M | Q3 2025 | |
| 0.32% | Add 0.6% | 292,570 | $61.88 M | Q3 2025 | |
| 0.15% | Reduce -6.9% | 213,069 | $45.06 M | Q3 2025 | |
| 0.05% | Reduce -38.2% | 150,828 | $31.9 M | Q3 2025 | |
| 0.19% | Reduce -4.4% | 91,043 | $19.26 M | Q3 2025 | |
| 0.08% | Add 94.8% | 84,812 | $17.94 M | Q3 2025 | |
| 0.03% | Reduce -9.4% | 65,208 | $13.79 M | Q3 2025 | |
| 0.85% | Reduce -53.8% | 21,200 | $4.48 M | Q3 2025 | |
| 0.01% | Reduce -75.9% | 17,898 | $3.79 M | Q3 2025 | |
| 0.00% | Reduce -91.0% | 13,274 | $2.81 M | Q3 2025 | |
| 0.00% | New Buy | 3,774 | $798,201 | Q3 2025 | |
| 0.00% | Reduce -90.8% | 1,900 | $401,850 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for WESCO International, Inc. (WCC)
Major holders include Seth Klarman ($317.92 M), Diamond Hill Capital ($119.4 M), Cliff Asness ($112.01 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 3.55 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $275.7 M, with 4 managers increasing positions and 13 managers reducing holdings.
During the most recent reporting period, 10 managers trimmed their positions, while 3 fully exited WCC. The total reported sell value was $296.4 M.
Yes, 1 managers opened new positions in WCC, and 3 increased their existing holdings. The total reported buy value was $20.7 M.