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.
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Fund signal · last 12 months
5 lettersToo few moves on WESCO International, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 7 fund letters reported a position in WESCO International, Inc., with 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 2 | 0 | 1 | 1 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 4 moves
- September 2026
“In addition to the transactions discussed above, we initiated a new position in Danaher in the health care sector. We exited positions in Thermo Fisher Scientific, Gilead Sciences and Elanco Animal Health in the health care sector, Broadcom in the IT sector, Nestle and Celsius in the consumer staples sector, GXO Logistics and WESCO International in the industrials sector and Teck Resources in the materials sector.”
WESCO International, Inc. - September 2026
“The Fund also trimmed back WESCO and Freddie Mac preferred, exited D.R. Horton, and extended its British Pound and Hong Kong Dollar hedges for portfolio management purposes.”
WESCO International, Inc. - June 2026
“the Fund reduced various positions within the North American (D.R. Horton and WESCO International) and Asia Pacific (CK Asset Holdings and Wharf Holdings) regions”
WESCO International, Inc. - 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).”
WESCO International, Inc. - December 2025
“Elsewhere in the portfolio we hold several rather unique special situations. A representative holding in this category is Wesco International, a niche U.S. business that operates as a business-to-business purveyor of electrical and communications products, as well as a services provider for logistics and supply chain management.”
WESCO International, Inc. - ExitedAppleseedNovember 2025
“In terms of portfolio sales, Appleseed Fund liquidated its holdings in SS&C (SSNC), Cameco (CCJ), Wesco (WCC), CNB Financial (CCNE), Sony (SONY), Roche (RHHBY), Estée Lauder (EL), and AGNC (AGNC).”
WESCO International, Inc. - December 2024
“On an individual holdings’ basis, top contributors to return in Q4 included Ciena and WESCO.”
WESCO 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.
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