Wesco International Inc (WCC) 13F Investor Activity Report (Q2 2026)

WCC ranks #773 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

WCC is a top-conviction position for New South Capital Management Inc — at 7.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in WCC belongs to BlackRock, Inc., but the position matters far more to New South Capital Management Inc, who has 7.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Guyasuta Investment Advisors Inc has added to its WCC position for two straight quarters, increasing it by $8.1M to reach $38.6M today.

Copeland Capital Management, LLC has trimmed its WCC position for two straight quarters, cutting it by $62.0M while still holding $26.0M.

WCC is down 3.2% today, but institutions show net buying of $4.5B this quarter — a divergence between today's price move and the underlying institutional flow.

WCC posted net income of $710.2M over the trailing twelve months.

• Profitable — net income of $710.2M over the trailing twelve months
• Revenue grew 12.5% year over year
• Net income improved year over year, from $662.6M to $710.2M
• Generated $125.0M in positive operating cash flow
• Current ratio of 2.20x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.28x equity — a highly leveraged balance sheet worth noting