Vaughan Nelson Investment Management, L.P. 13F: Adds $11M to WCC Stake

Vaughan Nelson Investment Management has increased its holdings in WCC, boosting its stake by 31,210 shares. This change reflects an 8.36% increase, bringing its total ownership to 404,730 shares. The value of this position is approximately $140.3 million, according to the latest 13F filing, which reports holdings as of the end of the reporting period.

What Changed in Vaughan Nelson's WCC Position

Vaughan Nelson previously held 373,520 shares of WCC and has added 31,210 shares, marking an 8.36% increase in its position. The total value of Vaughan Nelson's holdings in WCC now stands at about $140.3 million.

Other Institutional Activity in WCC

Several other institutional investors have also made changes to their WCC positions. BlackRock, Inc. increased its holdings by 1,372,533 shares, resulting in a total of 9,390,627 shares valued at approximately $2.57 billion. Wellington Management Group LLP added 816,010 shares, bringing its total to 3,600,115 shares worth around $985.1 million. Dimensional Fund Advisors LP, however, reduced its stake by 16,169 shares, ending with 2,233,127 shares valued at about $611 million. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both established new positions with 2,187,476 and 2,073,992 shares, respectively.

WESCO International, Inc. Stock Holds Steady

Shares of WCC are trading near $346.77. The company has a 52-week low and high that were not provided, as well as moving averages and ratios that are not specified in the available data.

Insider Buying and Selling at WESCO International, Inc.

Recent insider activity at WCC includes several transactions by Hemant Porwal, EVP of Supply Chain & Operations. On May 11, 2026, Porwal sold 4,445 shares at an average price of $363.21. Earlier, on May 6, 2026, he sold multiple batches of shares totaling 17,345 shares at prices ranging from $360.64 to $363.12, while also purchasing 9,510 shares at $62.80.

Analysts Set New Price Targets

On May 4, 2026, Barclays maintained a buy rating on WCC with a price target of $375. Stephens & Co. also maintained its hold rating, setting a target of $350. On May 1, 2026, RBC Capital and Keybanc both maintained buy ratings with targets of $411 and $415, respectively. The consensus among analysts is a buy, with a mean price target not specified from the available data.

Bottom Line

Vaughan Nelson's decision to increase its holdings in WCC signals confidence in the company, as reflected in the 8.36% boost in shares. Institutional investors frequently adjust their portfolios based on various strategic considerations. It's important to note that 13F filings are backward-looking and may not represent the current position of the investor.