44 WEALTH MANAGEMENT LLC WCC — WESCO INTL INC

Ownership history in 44 WEALTH MANAGEMENT LLC  ·  5 quarters on record

AI Ownership Summary

44 WEALTH MANAGEMENT LLC reported WESCO INTL INC (WCC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.72% in 2026 Q1. The latest visible filing shows WCC at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 44 WEALTH MANAGEMENT LLC's position in WESCO INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WCC was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WCC stock page 44 WEALTH MANAGEMENT LLC fund profile 44 WEALTH MANAGEMENT LLC full holdings
How 44 WEALTH MANAGEMENT LLC held WCC — position size vs. price
% of Fund (quarterly)    WCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,486 +2,594 +53.0% 0.72% $2.0M 2026-05-15 $358.72
2025 Q4 ADDED — — — 4,892 +685 +16.3% 0.40% $1.2M 2026-02-09 $301.10
2025 Q3 ADDED — — — 4,207 +2,044 +94.5% 0.30% $890K 2025-11-14 $255.83
2025 Q2 REDUCED — — — 2,163 -17 -0.8% 0.14% $401K 2025-08-15 $205.06
2025 Q1 INITIATED — — — 2,180 — — 0.13% $339K 2025-04-29 $160.35

🏢 Other funds also holding WCC

As of 2026 Q1 — sorted by position size

Sea Cliff Partners Management, LP 12.18% BAUPOST GROUP LLC/MA 3Y 7Y 7.69% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 7.3% Black Cypress Capital Management, LLC 7.3% Kailix Advisors LLC 6.13% FACT Capital, LP 3Y 5.37% Bayberry Capital Partners LP 3Y 5.27% Generali Powszechne Towarzystwo Emerytalne 4.0% Carnegie Lake Advisors LLC 2.64% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 2.54%

FAQ About 44 WEALTH MANAGEMENT LLC and WCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has 44 WEALTH MANAGEMENT LLC reported owning WCC?

44 WEALTH MANAGEMENT LLC reported WCC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported WCC position in 44 WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WCC was 0.72% in 2026 Q1.

What is the latest reported WCC position on this page?

The most recent filing on this page is 2026 Q1, when 44 WEALTH MANAGEMENT LLC reported 7,486 shares, equal to 0.72% of portfolio, with an estimated market value of $2.0M.

What does the chart on this WCC ownership page compare?

The chart compares 44 WEALTH MANAGEMENT LLC's quarterly WCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 44 WEALTH MANAGEMENT LLC time their WCC position?

Based on 13F filing dates vs. subsequent WCC price moves, 44 WEALTH MANAGEMENT LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on WCC relative to SPY over the holding period was +62.4%.

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