
What smart money is saying about WESCO International, Inc.
1 fund in our archive has pitched WESCO International, Inc. — most recently Heartland Value Plus Fund in December 2025.
WESCO International, Inc. provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally. It operates through three segments: Electrical & Electronic Solutions (EES), Communications & Security Solutions (CSS), and Utility and Broadband Solutions (UBS). The EES segment supplies products and supply chain solutions, including electrical equipment and supplies, automation and connected devices, security, lighting, wire and cable, and safety, as well as maintenance, repair, and operating (MRO) products. This segment also offers contractor solutions, direct and indirect manufacturing supply chain optimization programs, lighting and renewables advisory services, and digital and automation solutions. The CSS segment operates in the network infrastructure and security markets. This segment sells products directly to end-users or through various channels, including data communications contractors, security, network, professional audio/visual, and systems integrators. It also provides safety and energy management solutions. The UBS segment offers products and services to investor-owned utilities; public power companies; and service and wireless providers, broadband operators, and contractors. This segment's products include wire and cable, transformers, transmission and distribution hardware, switches, protective devices, connectors, conduits, pole line hardware, racks, cabinets, safety and MRO products, and point-to-point wireless devices. This segment also offers various service solutions, including fiber project management, high and medium voltage project design and support, pre-wired meters and capacitor banks, meter testing and metering infrastructure installation, personal protective equipment dielectric testing, and tool repair, as well as emergency response, storage yard, materials, and logistics management. The company was founded in 1922 and is headquartered in Pittsburgh, Pennsylvania.
Position history
Between Q4 2025 and Q1 2026, 1 fund letter reported a position in WESCO International, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- March 2026
“The primary contributors to performance during the period included the Fund’s industrial real estate and logistics holdings (Prologis, WESCO International, and First Industrial) and certain Asian-based investments (CK Asset Holdings and Jardine Matheson Holdings).”
Read the letterWESCO International, Inc.
Fund coverage · 1 thesis
- Heartland Value Plus FundDecember 2025
WESCO International is a logistics and supply chain solutions provider poised for recovery and margin expansion from automation savings, offering potential double-digit EPS growth while trading at low sales and EBITDA multiples.
Read the full thesis
Read every full thesis on WESCO International, Inc.
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→