Filing Research | WCC - WESCO INTL INC Institutional Holdings

Snapshot holdings

50 / 136 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	177.5KSH	$61.3M
2	FARMERS & MERCHANTS INVESTMENTS INC	Shares	174.1KSH	$60.1M
3	GUYASUTA INVESTMENT ADVISORS INC	Shares	108.7KSH	$37.6M
4	Generali Powszechne Towarzystwo Emerytalne	Shares	82.7KSH	$28.6M
5	Mizuho Markets Cayman LP	Shares	76.3KSH	$26.4M
6	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	75.8KSH	$26.2M
7	River Road Asset Management, LLC	Shares	70.0KSH	$24.2M
8	AEGON ASSET MANAGEMENT UK PLC	Shares	63.3KSH	$21.9M
9	D.A. DAVIDSON & CO.	Shares	55.3KSH	$19.1M
10	TRAN CAPITAL MANAGEMENT, L.P.	Shares	43.9KSH	$15.2M
11	LMCG INVESTMENTS, LLC	Shares	37.6KSH	$13.0M
12	HENNESSY ADVISORS INC	Shares	26.6KSH	$9.2M
13	Carnegie Lake Advisors LLC	Shares	24.3KSH	$8.4M
14	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	24.1KSH	$8.3M
15	Sequoia Financial Advisors, LLC	Shares	23.3KSH	$8.1M
16	SeaBridge Investment Advisors LLC	Shares	22.5KSH	$7.8M
17	Police & Firemen's Retirement System of New Jersey	Shares	21.5KSH	$7.4M
18	MassMutual Private Wealth & Trust, FSB	Shares	21.1KSH	$7.3M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.5KSH	$5.8M
20	EASTERLY INVESTMENT PARTNERS LLC	Shares	16.8KSH	$5.8M
21	Louisiana State Employees Retirement System	Shares	14.3KSH	$4.9M
22	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.3KSH	$4.9M
23	COOKSON PEIRCE & CO INC	Shares	8.6KSH	$3.0M
24	SHAKER INVESTMENTS LLC/OH	Shares	8.3KSH	$2.9M
25	Oak Thistle LLC	Shares	7.1KSH	$2.5M
26	XML Financial, LLC	Shares	6.5KSH	$2.2M
27	Cornell Pochily Investment Advisors, Inc.	Shares	6.1KSH	$2.1M
28	Prospera Financial Services Inc	Shares	5.1KSH	$1.7M
29	JAMES INVESTMENT RESEARCH, INC.	Shares	4.8KSH	$1.7M
30	Yorktown Management & Research Co Inc	Shares	4.5KSH	$1.6M
31	PEDDOCK CAPITAL ADVISORS, LLC	Shares	4.2KSH	$1.5M
32	Skylands Capital, LLC	Shares	4.0KSH	$1.4M
33	J.W. COLE ADVISORS, INC.	Shares	3.7KSH	$1.3M
34	SECURIAN ASSET MANAGEMENT, INC	Shares	3.6KSH	$1.2M
35	Crossmark Global Holdings, Inc.	Shares	3.1KSH	$1.1M
36	Abacus Planning Group, Inc.	Shares	2.8KSH	$971.7K
37	Merit Financial Group, LLC	Shares	2.7KSH	$935.8K
38	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.7KSH	$935.4K
39	Turning Point Benefit Group, Inc.	Shares	2.7KSH	$932.1K
40	GREENLEAF TRUST	Shares	2.6KSH	$911.2K
41	TITLEIST ASSET MANAGEMENT, LLC	Shares	2.4KSH	$839.7K
42	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	2.3KSH	$787.6K
43	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	2.3KSH	$779.6K
44	TECTONIC ADVISORS LLC	Shares	2.2KSH	$760.2K
45	Aaron Wealth Advisors LLC	Shares	2.1KSH	$726.1K
46	Fifth Third Wealth Advisors LLC	Shares	2.1KSH	$724.7K
47	Abacus Wealth Partners, LLC	Shares	1.8KSH	$606.4K
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.7KSH	$582.4K
49	SHEETS SMITH WEALTH MANAGEMENT	Shares	1.6KSH	$540.6K
50	Fragasso Financial Advisors Inc	Shares	1.6KSH	$539.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 142 loaded

#		Instrument
1	Mizuho Markets Cayman LP new	Shares	+76.3K	+$26.4M	$26.4M
2	Swedbank AB unchanged	Shares	0	+$12.7M	$61.3M
3	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-1.5K	+$12.1M	$60.1M
4	HENNESSY ADVISORS INC new	Shares	+26.6K	+$9.2M	$9.2M
5	GUYASUTA INVESTMENT ADVISORS INC trimmed	Shares	-2.6K	+$7.1M	$37.6M
6	Generali Powszechne Towarzystwo Emerytalne unchanged	Shares	0	+$5.9M	$28.6M
7	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+9.4K	+$3.9M	$5.8M
8	D.A. DAVIDSON & CO. trimmed	Shares	-1.2K	+$3.6M	$19.1M
9	Sequoia Financial Advisors, LLC added	Shares	+5.2K	+$3.1M	$8.1M
10	TRAN CAPITAL MANAGEMENT, L.P. trimmed	Shares	-368	+$3.1M	$15.2M
11	River Road Asset Management, LLC trimmed	Shares	-9.8K	+$2.3M	$24.2M
12	LMCG INVESTMENTS, LLC trimmed	Shares	-1.5K	+$2.3M	$13.0M
13	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$1.9M	$7.4M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.1K	+$1.8M	$5.8M
15	Oak Thistle LLC added	Shares	+4.6K	+$1.8M	$2.5M
16	Carnegie Lake Advisors LLC unchanged	Shares	0	+$1.7M	$8.4M
17	SeaBridge Investment Advisors LLC added	Shares	+424	+$1.7M	$7.8M
18	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1.4K	+$1.1M	$7.3M
19	Louisiana State Employees Retirement System added	Shares	+200	+$1.1M	$4.9M
20	COOKSON PEIRCE & CO INC added	Shares	+786	+$833.7K	$3.0M
21	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-979	+$755.5K	$4.9M
22	SHAKER INVESTMENTS LLC/OH trimmed	Shares	-59	+$577.4K	$2.9M
23	XML Financial, LLC trimmed	Shares	-25	+$458.5K	$2.2M
24	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-4.7K	+$442.3K	$8.3M
25	Cornell Pochily Investment Advisors, Inc. trimmed	Shares	-208	+$383.3K	$2.1M
26	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$344.4K	$1.7M
27	PEDDOCK CAPITAL ADVISORS, LLC added	Shares	+110	+$335.3K	$1.5M
28	Yorktown Management & Research Co Inc unchanged	Shares	0	+$326.7K	$1.6M
29	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+829	+$286.4K	$286.4K
30	Merit Financial Group, LLC added	Shares	+280	+$271.2K	$935.8K
31	J.W. COLE ADVISORS, INC. added	Shares	+6	+$268.4K	$1.3M
32	Wedmont Private Capital new	Shares	+781	+$261.7K	$261.7K
33	LAUREL OAK WEALTH MANAGEMENT, LLC new	Shares	+726	+$250.8K	$250.8K
34	WADDELL & ASSOCIATES, LLC new	Shares	+694	+$239.7K	$239.7K
35	Kaufman Rossin Wealth, LLC new	Shares	+688	+$226.3K	$226.3K
36	Interchange Capital Partners, LLC new	Shares	+607	+$209.7K	$209.7K
37	CIDEL ASSET MANAGEMENT INC new	Shares	+580	+$200.3K	$200.3K
38	Turning Point Benefit Group, Inc. added	Shares	+82	+$200.0K	$932.1K
39	DAVENPORT & Co LLC added	Shares	+361	+$196.8K	$471.2K
40	Prospera Financial Services Inc trimmed	Shares	-631	+$191.0K	$1.7M
41	GREENLEAF TRUST trimmed	Shares	-4	+$188.3K	$911.2K
42	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-64	+$176.7K	$1.2M
43	TITLEIST ASSET MANAGEMENT, LLC unchanged	Shares	0	+$174.6K	$839.7K
44	Crossmark Global Holdings, Inc. trimmed	Shares	-196	+$166.2K	$1.1M
45	MONTGOMERY INVESTMENT MANAGEMENT INC unchanged	Shares	0	+$162.1K	$779.6K
46	NorthCrest Asset Manangement, LLC added	Shares	+366	+$160.3K	$375.3K
47	QRG CAPITAL MANAGEMENT, INC. added	Shares	+272	+$160.0K	$412.1K
48	Fifth Third Wealth Advisors LLC added	Shares	+14	+$154.5K	$724.7K
49	Aaron Wealth Advisors LLC trimmed	Shares	-30	+$142.7K	$726.1K
50	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-193	+$141.7K	$935.4K

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