Public record / Tickers / WCC

WCC — WESCO INTERNATIONAL INC†

Both disclosure regimes on one name: who in Congress filed about WCC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming WCC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-16
filed 2025-07-16
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2019-10-11 → filed 2019-11-27. Ranked over every WCC row by the provable lower bound, never a point estimate.

No member disclosed WCC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WCC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WCC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-07-16Thomas H. Kean, Jr. R–NJ-7SELLTraded 06-23 +23d$1K–$15K
2023-04-13Thomas H. Kean, Jr. R–NJ-7BUYTraded 03-16 +28d$15K–$50K
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2022-08-13Susie Lee D–NV-3BUY JT (jointly owned)Traded 2021-01-12 LATE·578d$1K–$15K
2021-03-11Susie Lee D–NV-3BUY JT (jointly owned)Traded 02-09 +30d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in WCC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed WCC in the trailing 12 months.

Congress ↔ notable managers · WCC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WESCO INTL INC

Merged timeline of congressional filings and notable-manager moves on WCC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+19,154 sh
2026-05-15Bridgewater Associates 13FNEW+1,034 sh
2026-05-14Baupost Group 13FADD+18,050 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WCC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2WELLINGTON MANAGEMENT GROUP LLP$985M1
3DIMENSIONAL FUND ADVISORS LP$611M1
4VANGUARD CAPITAL MANAGEMENT LLC$599M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$567M1
6Invesco Ltd.$413M1
7STATE STREET CORP$401M1
8BANK OF AMERICA CORP /DE/$263M1
9MORGAN STANLEY$195M1
10Allspring Global Investments Holdings, LLC$173M1
11Alyeska Investment Group, L.P.$154M1
12BARROW HANLEY MEWHINNEY & STRAUSS LLC$153M1
13FMR LLC$139M1
14AQR CAPITAL MANAGEMENT LLC$139M1
15Artisan Partners Limited Partnership$123M1
16NORTHERN TRUST CORP$119M1
17RAYMOND JAMES FINANCIAL INC$116M1
18Holocene Advisors, LP$104M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$104M1
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$102M1
21PRINCIPAL FINANCIAL GROUP INC$99.3M1
22MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$97.8M1
23Copeland Capital Management, LLC$88.0M1
24JENNISON ASSOCIATES LLC$87.3M1
25VANGUARD FIDUCIARY TRUST CO$82.7M1
26UBS Group AG$81.0M1
27PointState Capital LP$80.7M1
28Quantinno Capital Management LP$75.1M1
29Capital Research Global Investors$74.9M1
30AMERICAN CENTURY COMPANIES INC$73.9M1
31ENVESTNET ASSET MANAGEMENT INC$72.1M1
32Nuveen, LLC$70.9M1
33VICTORY CAPITAL MANAGEMENT INC$60.1M1
34SEI INVESTMENTS CO$51.4M1
35ROYAL BANK OF CANADA$49.3M1
36Swedbank AB$48.6M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$42.8M1
38Vontobel Holding Ltd.$40.2M1
39BNP Paribas Asset Management Holding S.A.$39.3M1
40WELLS FARGO & COMPANY/MN$37.8M1
41Ensign Peak Advisors, Inc$33.4M1
42Gotham Asset Management, LLC$33.1M1
43Freestone Grove Partners LP$32.7M1
44Point72 Asset Management, L.P.$32.4M1
45PZENA INVESTMENT MANAGEMENT LLC$31.1M1
46GUYASUTA INVESTMENT ADVISORS INC$30.5M1
47Retirement Systems of Alabama$29.3M1
48Clean Energy Transition LLP$28.2M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$26.9M1
50PRUDENTIAL FINANCIAL INC$26.9M1
51CIBC Bancorp USA Inc.$26.6M1
52Swiss National Bank$26.3M1
53Jain Global LLC$25.0M1
54Sea Cliff Partners Management, LP$23.6M1
55Generali Powszechne Towarzystwo Emerytalne$22.6M1
56Rockefeller Capital Management L.P.$21.3M1
57Legal & General Group Plc$20.1M1
58Allianz Asset Management GmbH$19.5M1
59CITIGROUP INC$19.4M1
60MACKENZIE FINANCIAL CORP$19.1M1
61Leeward Investments, LLC - MA$18.9M1
62FRONTIER CAPITAL MANAGEMENT CO LLC$18.0M1
63Bayberry Capital Partners LP$17.0M1
64Corient Private Wealth LLC$16.5M1
65STATE OF WISCONSIN INVESTMENT BOARD$16.1M1
66D.A. DAVIDSON & CO.$15.5M1
67FIRST TRUST ADVISORS LP$15.4M1
68Tidal Investments LLC$15.2M1
69ALLIANCEBERNSTEIN L.P.$14.6M1
70First Eagle Investment Management, LLC$14.0M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.5M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$13.5M1
73LPL Financial LLC$11.4M1
74STOREBRAND ASSET MANAGEMENT AS$11.1M1
75STIFEL FINANCIAL CORP$10.8M1
76LMCG INVESTMENTS, LLC$10.7M1
77FRANKLIN RESOURCES INC$10.5M1
78Empowered Funds, LLC$10.4M1
79VANGUARD ASSET MANAGEMENT, Ltd$10.3M1
80Black Cypress Capital Management, LLC$10.2M1
81Federation des caisses Desjardins du Quebec$10.0M1
82HighTower Advisors, LLC$10.0M1
83Robeco Schweiz AG$9.6M1
84ROYCE & ASSOCIATES LP$9.5M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.5M1
86FIFTH THIRD BANCORP$8.9M1
87Galvin, Gaustad & Stein, LLC$8.9M1
88OPPENHEIMER & CO INC$8.8M1
89Granite Investment Partners, LLC$8.5M1
90Albar Capital Partners LLP$8.2M1
91FACT Capital, LP$8.1M1
92Cerity Partners LLC$7.9M1
93WEDGE CAPITAL MANAGEMENT L L P/NC$7.9M1
94CASTLEARK MANAGEMENT LLC$7.8M1
95SCHRODER INVESTMENT MANAGEMENT GROUP$7.7M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$7.2M1
97Kailix Advisors LLC$7.0M1
98BARCLAYS PLC$7.0M1
99Carnegie Lake Advisors LLC$6.6M1
100MILLENNIUM MANAGEMENT LLC$6.6M1
101SeaBridge Investment Advisors LLC$6.0M1
102VOYA INVESTMENT MANAGEMENT LLC$6.0M1
103Janus Henderson Group Ltd.$5.9M1
104HEARTLAND ADVISORS INC$5.9M1
105Illinois Municipal Retirement Fund$5.8M1
106FEDERATED HERMES, INC.$5.7M1
107D. E. Shaw & Co., Inc.$5.7M1
108Vanguard Global Advisers, LLC$5.6M1
109OP Asset Management Ltd$5.2M1
110MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.1M1
111Sequoia Financial Advisors, LLC$5.0M1
112RBF Capital, LLC$4.9M1
113Focus Partners Wealth$4.5M1
114ASSETMARK, INC$4.5M1
115CREDIT AGRICOLE S A$4.4M1
116Blackstone Inc.$4.4M1
117State of New Jersey Common Pension Fund D$4.3M1
118DEUTSCHE BANK AG\$4.3M1
119YOUSIF CAPITAL MANAGEMENT, LLC$4.2M1
120Regency Capital Management Inc.\DE$4.2M1
121CWM, LLC$4.1M1
122Cetera Investment Advisers$4.1M1
123WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
124Grantham, Mayo, Van Otterloo & Co. LLC$4.0M1
125Ameritas Investment Partners, Inc.$3.9M1
126Amundi$3.9M1
127VISTA INVESTMENT MANAGEMENT$3.8M1
128BRANT POINT INVESTMENT MANAGEMENT LLC$3.8M1
129Arizona State Retirement System$3.7M1
130JANE STREET GROUP, LLC$3.6M1
131MML INVESTORS SERVICES, LLC$3.6M1
132NOMURA ASSET MANAGEMENT CO LTD$3.6M1
133BANK OF MONTREAL /CAN/$3.5M1
134Vanguard Investments Australia, Ltd.$3.3M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
136TEACHER RETIREMENT SYSTEM OF TEXAS$3.3M1
137STATE OF MICHIGAN RETIREMENT SYSTEM$3.2M1
138BLI - Banque de Luxembourg Investments$3.2M1
139Sanctuary Advisors, LLC$3.1M1
140MERCER GLOBAL ADVISORS INC /ADV$3.1M1
141Summit Trail Advisors, LLC$3.0M1
142IEQ CAPITAL, LLC$3.0M1
143Ethic Inc.$3.0M1
144NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
145Creative Planning$3.0M1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
147Coastal Bridge Advisors, LLC$2.7M1
148NewEdge Advisors, LLC$2.6M1
149Mariner, LLC$2.5M1
150Vestmark Advisory Solutions, Inc.$2.5M1
151SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M1
152O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
153TRUIST FINANCIAL CORP$2.3M1
154Global Trust Asset Management, LLC$2.2M1
155Pictet Asset Management Holding SA$2.2M1
156COOKSON PEIRCE & CO INC$2.1M1
157CIBC WORLD MARKET INC.$2.1M1
158Private Harbour Investment Management & Counsel, LLC$2.1M1
159HANCOCK WHITNEY CORP$2.1M1
16044 WEALTH MANAGEMENT LLC$2.0M1
161HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2.0M1
162Cornerstone Select Advisors, LLC$2.0M1
163EASTERLY INVESTMENT PARTNERS LLC$1.9M1
164Diversified Enterprises, LLC$1.9M1
165SCOPUS ASSET MANAGEMENT, L.P.$1.9M1
166ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$1.9M1
167CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
168Krilogy Financial LLC$1.8M1
169Vanguard Personalized Indexing Management, LLC$1.8M1
170XML Financial, LLC$1.8M1
171Cornell Pochily Investment Advisors, Inc.$1.7M1
172Lighthouse Investment Partners, LLC$1.7M1
173NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M1
174XPONANCE LLC$1.6M1
175M&T BANK CORP$1.6M1
176CITADEL ADVISORS LLC$1.6M1
177&PARTNERS$1.6M1
178Mitsubishi UFJ Trust & Banking Corp$1.6M1
179US BANCORP \DE\$1.6M1
180Prospera Financial Services Inc$1.6M1
181Brevan Howard Capital Management LP$1.6M1
182Skylands Capital, LLC$1.5M1
183NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
184Brooklyn Investment Group$1.5M1
185MAVERICK CAPITAL LTD$1.5M1
186Caprock Group, LLC$1.5M1
187INTECH INVESTMENT MANAGEMENT LLC$1.5M1
188LAZARD ASSET MANAGEMENT LLC$1.4M1
189Everest Financial Group LLC$1.3M1
190KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
191OSAIC HOLDINGS, INC.$1.3M1
192COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
193JAMES INVESTMENT RESEARCH, INC.$1.3M1
194IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3M1
195Allworth Financial LP$1.3M1
196OPPENHEIMER ASSET MANAGEMENT INC.$1.3M1
197Atria Investments, Inc$1.2M1
198Pathstone Holdings, LLC$1.2M1
199PEDDOCK CAPITAL ADVISORS, LLC$1.1M1
200Auxano Advisors, LLC$1.1M1
201Rehmann Capital Advisory Group$1.1M1
202ALERUS FINANCIAL NA$1.0M1
203J.W. COLE ADVISORS, INC.$1.0M1
204SECURIAN ASSET MANAGEMENT, INC$997K1
205CHOREO, LLC$974K1
206Arax Advisory Partners$972K1
207EVOLVE PRIVATE WEALTH, LLC$955K1
208Steward Partners Investment Advisory, LLC$945K1
20917 CAPITAL PARTNERS, LLC$932K1
210Spruce Point Capital Management, LLC$931K1
211Laird Norton Wetherby Trust Company, LLC$909K1
212FORMULA GROWTH LTD$903K1
213Avantra Family Wealth, Inc.$902K1
214Pekin Hardy Strauss, Inc.$900K1
215QUADRANT CAPITAL GROUP LLC$893K1
216Crossmark Global Holdings, Inc.$891K1
217PINNACLE ASSOCIATES LTD$885K1
218Total Wealth Planning & Management, Inc.$867K1
219Snowden Capital Advisors LLC$864K1
220Chicago Partners Investment Group LLC$844K1
221Cresset Asset Management, LLC$842K1
222Abacus Planning Group, Inc.$841K1
223NATIXIS$806K1
224Beacon Pointe Advisors, LLC$803K1
225Inscription Capital, LLC$798K1
226EVERGREEN CAPITAL MANAGEMENT LLC$794K1
227Swiss Life Asset Management Ltd$791K1
228WASHINGTON CAPITAL MANAGEMENT, INC$788K1
229Pallas Capital Advisors LLC$781K1
230Meixler Investment Management, Ltd.$767K1
231Aspire Growth Partners LLC$765K1
232INCEPTIONR LLC$762K1
233VestGen Advisors, LLC$760K1
234Kestra Advisory Services, LLC$741K1
235Verition Fund Management LLC$733K1
236Perigon Wealth Management, LLC$727K1
237Focus Partners Advisor Solutions, LLC$706K1
238Oak Thistle LLC$702K1
239Utah Retirement Systems$693K1
240TECTONIC ADVISORS LLC$685K1
241WealthTrust Axiom LLC$677K1
242Legato Capital Management LLC$672K1
243VARCOV Co.$666K1
244Tower Research Capital LLC (TRC)$665K1
245Merit Financial Group, LLC$665K1
246Maryland State Retirement & Pension System$657K1
247Jefferies Financial Group Inc.$630K1
248Ashton Thomas Private Wealth, LLC$622K1
249MONTGOMERY INVESTMENT MANAGEMENT INC$618K1
250CI INVESTMENTS INC.$611K1
251Aaron Wealth Advisors LLC$583K1
252HSBC HOLDINGS PLC$536K1
253GREAT LAKES ADVISORS, LLC$534K1
254ProShare Advisors LLC$534K1
255TOCQUEVILLE ASSET MANAGEMENT L.P.$520K1
256COMMERCE BANK$514K1
257Savant Capital, LLC$512K1
258Institute for Wealth Management, LLC.$502K1
259LEVEL FOUR ADVISORY SERVICES, LLC$502K1
260Southeast Asset Advisors, LLC$498K1
261Kera Capital Partners, Inc.$493K1
262Vise Technologies, Inc.$485K1
263TD Waterhouse Canada Inc.$479K1
264Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$472K1
265Perbak Capital Partners LLP$469K1
266PANAGORA ASSET MANAGEMENT INC$466K1
267Sagewood Asset Management LP$465K1
268Banque Transatlantique SA$463K1
269Waratah Capital Advisors Ltd.$449K1
270Quantum Portfolio Management LLC$449K1
271SHELTON CAPITAL MANAGEMENT$440K1
272World Investment Advisors$440K1
273CIBC Asset Management Inc$435K1
274Fragasso Financial Advisors Inc$434K1
275Concurrent Investment Advisors, LLC$426K1
276SHEETS SMITH WEALTH MANAGEMENT$419K1
277HB Wealth Management, LLC$412K1
278J. Safra Sarasin Holding AG$405K1
279PERSONAL CFO SOLUTIONS, LLC$396K1
280BAUPOST GROUP LLC/MA$393K1
281Fulcrum Capital LLC$391K1
282North Dakota State Investment Board$383K1
283Savvy Advisors, Inc.$378K1
284HUB Investment Partners, LLC$372K1
285Prairie Wealth Advisors, Inc.$370K1
286ELEVATION POINT WEALTH PARTNERS, LLC$368K1
287Baron Wealth Management LLC$364K1
288Banque Cantonale Vaudoise$359K1
289Koshinski Asset Management, Inc.$357K1
290Baker Avenue Asset Management, LP$357K1
291Bank of Marin$354K1
292Callan Family Office, LLC$338K1
293COLDSTREAM CAPITAL MANAGEMENT INC$336K1
294Saiph Capital, LLC$320K1
295Bridgefront Capital, LLC$319K1
296BLAIR WILLIAM & CO/IL$319K1
297W ADVISORS, LLC$319K1
298Malaga Cove Capital, LLC$314K1
299Meiji Yasuda Asset Management Co Ltd.$307K1
300Ausdal Financial Partners, Inc.$301K1
301GRIMES & Co WEALTH MANAGEMENT, LLC$301K1
302PRINCIPAL SECURITIES, INC.$293K1
303Orion Porfolio Solutions, LLC$291K1
304CenterBook Partners LP$291K1
305VELA Investment Management, LLC$290K1
306Frec Markets, Inc.$288K1
307SIGNATUREFD, LLC$288K1
308Eurizon Capital SGR S.p.A.$283K1
309Bridgewater Associates, LP$283K1
310Bravias Capital Group, LLC$280K1
311DAVENPORT & Co LLC$274K1
312Meeder Advisory Services, Inc.$274K1
313Integrity Advisory Solutions, LLC$274K1
314INSIGNEO ADVISORY SERVICES, LLC$269K1
315OpenArc Corporate Advisory, LLC$268K1
316Compound Planning, Inc.$263K1
317Bull Harbor Capital LLC$257K1
318SAGESPRING WEALTH PARTNERS, LLC$254K1
319QRG CAPITAL MANAGEMENT, INC.$252K1
320Core Wealth Partners LLC$251K1
321FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$250K1
322Kestra Investment Management, LLC$247K1
323Ballentine Partners, LLC$245K1
324PROFUND ADVISORS LLC$242K1
325Private Advisor Group, LLC$239K1
326Envestnet Portfolio Solutions, Inc.$230K1
327Cambria Investment Management, L.P.$230K1
328Net Worth Advisory Group$227K1
329Platform Technology Partners$226K1
330STEPHENS INC /AR/$224K1
331MGO ONE SEVEN LLC$224K1
332EP Wealth Advisors, LLC$217K1
333Vident Advisory, LLC$216K1
334NorthCrest Asset Manangement, LLC$215K1
335Jeter Robert S II$215K1
336UNITED CAPITAL FINANCIAL ADVISORS, LLC$214K1
337PCM Encore, LLC$213K1
338Parkside Financial Bank & Trust$212K1
339RITHOLTZ WEALTH MANAGEMENT$212K1
340PRELUDE CAPITAL MANAGEMENT, LLC$211K1
341SAGE RHINO CAPITAL LLC$211K1
342TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$211K1
343U.S. Capital Wealth Advisors, LLC$202K1
344MAI Capital Management$190K1
345UMB Bank, n.a.$153K1
346ARCADIA INVESTMENT MANAGEMENT CORP/MI$150K1
347Advisors Asset Management, Inc.$129K1
348Smartleaf Asset Management LLC$128K1
349Caitong International Asset Management Co., Ltd$125K1
350State of Wyoming$121K1
351Walleye Trading LLC$118K1
352INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$110K1
353EFG International AG$109K1
354Havemeyer Place LP$86.2K1
355NATIONAL BANK OF CANADA /FI/$86.1K1
356RMG Wealth Management LLC$84.2K1
357Aster Capital Management (DIFC) Ltd$83.4K1
358Clearstead Advisors, LLC$76.1K1
359Walleye Capital LLC$70.9K1
360Global Assets Advisory, LLC$68.4K1
361NATIXIS ADVISORS, LLC$63.3K1
362Deseret Mutual Benefit Administrators$62.9K1
363Pinnacle Wealth Planning Services, Inc.$59.9K1
364THRIVENT FINANCIAL FOR LUTHERANS$52.5K1
365Mitsubishi UFJ Asset Management Co., Ltd.$51.7K1
366Wilmington Savings Fund Society, FSB$51.2K1
367Larson Financial Group LLC$50.3K1
368SJS Investment Consulting Inc.$49.0K1
369MACQUARIE GROUP LTD$44.3K1
370True Wealth Design, LLC$40.8K1
371WPG Advisers, LLC$29.0K1
372Private Wealth Management Group, LLC$27.6K1
373CVA Family Office, LLC$24.6K1
374Quarry LP$24.6K1
375Transamerica Financial Advisors, LLC$21.9K1
376Bell Investment Advisors, Inc$21.3K1
377MB, LEVIS & ASSOCIATES, LLC$21.2K1
378JFS WEALTH ADVISORS, LLC$21.1K1
379Key FInancial Inc$19.2K1
380Destiny Wealth Partners, LLC$19.2K1
381Keating Financial Advisory Services, Inc.$17.8K1
382ENTRUST FINANCIAL LLC$17.5K1
383MATHER GROUP, LLC.$17.2K1
384JONES FINANCIAL COMPANIES LLLP$17.0K1
385Glen Eagle Advisors, LLC$15.6K1
386Retirement Wealth Solutions LLC$15.3K1
387TD Capital Management LLC$14.8K1
388Owl Creek Wealth Partners LLC$14.0K1
389Orion Capital Management LLC$13.7K1
390Leonteq Securities AG$13.1K1
391South Dakota Investment Council$11.7K1
392Salomon & Ludwin, LLC$11.4K1
393Blue Trust, Inc.$11.2K1
394MCF Advisors LLC$10.4K1
395United Financial Planning Group LLC$10.4K1
396CANADA LIFE ASSURANCE Co$9.5K1
397Spire Wealth Management$9.0K1
398ALGERT GLOBAL LLC$8.8K1
399Dogwood Wealth Management LLC$8.8K1
400MEEDER ASSET MANAGEMENT INC$7.4K1
401Medallion Wealth Advisors, LLC$7.4K1
402Frazier Financial Advisors, LLC$7.1K1
403Valued Wealth Advisors LLC$6.3K1
404Treasurer of the State of North Carolina$5.6K1
405CHASE INVESTMENT COUNSEL CORP$5.3K1
406HHM Wealth Advisors, LLC$5.2K1
407Rialto Wealth Management, LLC$5.2K1
408Clearstead Trust, LLC$4.7K1
409PARK AVENUE SECURITIES LLC$4.5K1
410Activest Wealth Management$4.1K1
411DiNuzzo Private Wealth, Inc.$3.8K1
412Olstein Capital Management, L.P.$3.6K1
413Delos Wealth Advisors, LLC$3.3K1
414ELEVATION WEALTH PARTNERS, LLC$3.3K1
415Benson Wealth Management INC$3.0K1
416Prestige Wealth Management Group LLC$2.7K1
417Physician Wealth Advisors, Inc.$2.5K1
418SHIKIAR ASSET MANAGEMENT INC$2.4K1
419Cromwell Holdings LLC$1.9K1
420ALBION FINANCIAL GROUP /UT$1.4K1
421HFM Investment Advisors, LLC$1.4K1
422Sunrise Financial Services, LLC$1.4K1
423State of Alaska, Department of Revenue$1.3K1
424SouthState Bank Corp$1.1K1
425CENTRAL TRUST Co$8211
426Vermillion Wealth Management, Inc.$8211
427Signature Equity Partners, LLC$8211
428MV CAPITAL MANAGEMENT, INC.$5481
429DecisionPoint Financial, LLC$5481
430Smithfield Trust Co$5261
431Virtu Financial LLC$4341
432KBC Group NV$4201
433Abound Wealth Management$4001
434Investors Portfolio Services LLC$3611
435GHP Investment Advisors, Inc.$2741
436Kilter Group LLC$2741
437Centerpoint Advisors, LLC$251
438Capital Advisors, Ltd. LLC$131
439CX Institutional$121
440Capital Analysts, LLC$41
441Avion Wealth$01
442VANGUARD GROUP INC— value not disclosed1
443GLENMEDE TRUST CO NA— value not disclosed1
444BAILARD, INC.— value not disclosed1
445HARBOUR INVESTMENTS, INC.— value not disclosed1
446Brandywine Global Investment Management, LLC— value not disclosed1
447COMERICA BANK— value not disclosed1
448TORONTO DOMINION BANK— value not disclosed1
449SANDLER CAPITAL MANAGEMENT— value not disclosed1
450VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
451CIBC WORLD MARKETS CORP— value not disclosed1
452SIG BROKERAGE, LP— value not disclosed1
453ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
454STEADFAST CAPITAL MANAGEMENT LP— value not disclosed1
455BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
456CIBC Private Wealth Group LLC— value not disclosed1
457TimesSquare Capital Management, LLC— value not disclosed1
458Graham Capital Management, L.P.— value not disclosed1
459Magnetar Financial LLC— value not disclosed1
460GSA CAPITAL PARTNERS LLP— value not disclosed1
461NORGES BANK— value not disclosed1
462Rafferty Asset Management, LLC— value not disclosed1
463PEAK6 LLC— value not disclosed1
464Hudson Bay Capital Management LP— value not disclosed1
465TWO SIGMA SECURITIES, LLC— value not disclosed1
466HRT FINANCIAL LP— value not disclosed1
467SIMPLEX TRADING, LLC— value not disclosed1
468Lombard Odier Asset Management (USA) Corp— value not disclosed1
469FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
470Dynamic Technology Lab Private Ltd— value not disclosed1
471LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
472Vestcor Inc— value not disclosed1
473MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
474Baader Bank Aktiengesellschaft— value not disclosed1
475Assenagon Asset Management S.A.— value not disclosed1
476Friedenthal Financial— value not disclosed1
477Quaker Capital Investments, LLC— value not disclosed1
478ISTHMUS PARTNERS, LLC— value not disclosed1
479Oliver Luxxe Assets LLC— value not disclosed1
480OneDigital Investment Advisors LLC— value not disclosed1
481SIMON QUICK ADVISORS, LLC— value not disclosed1
482Counterpoint Mutual Funds LLC— value not disclosed1
483DV Trading LLC— value not disclosed1
484Blueshift Asset Management, LLC— value not disclosed1
485Qube Research & Technologies Ltd— value not disclosed1
486Ceredex Value Advisors LLC— value not disclosed1
487CreativeOne Wealth, LLC— value not disclosed1
488AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
489Global Retirement Partners, LLC— value not disclosed1
490Delta Investment Management, LLC— value not disclosed1
491Trek Financial, LLC— value not disclosed1
492TWINBEECH CAPITAL LP— value not disclosed1
493Y-Intercept (Hong Kong) Ltd— value not disclosed1
494NICOLET ADVISORY SERVICES, LLC— value not disclosed1
495Cinctive Capital Management LP— value not disclosed1
496CBIZ Investment Advisory Services, LLC— value not disclosed1
497XTX Topco Ltd— value not disclosed1
498EMC Capital Management— value not disclosed1
499Concentric Capital Strategies, LP— value not disclosed1
500TUCKER ASSET MANAGEMENT LLC— value not disclosed1
Truncated by Public Filings. Every one of the 441 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WCC

RETAINED WINDOW · ACTIVE HITS

Zero hits on WCC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WCC · financials and macro

Financials — as filed PLANNED

WCC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WCC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing