Position in WCC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$395,517
+$178,537 QoQ
Shares Held
1,145
+44.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 696 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WCC Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,503,792 across 4 Industrial Distribution names. WCC ranks #4 (3.8% of the industry book) .
All Filings in WCC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,517 | 1,145 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $216,980 | 793 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $429,020 | 2,554 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $403,750 | 2,547 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $435,051 | 2,540 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $438,351 | 2,521 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $362,282 | 2,519 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $451,410 | 13,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $772,123 | 51,134 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $315,378 | 2,519 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $350,966 | 3,277 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $345,391 | 2,654 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $331,475 | 2,519 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $290,491 | 2,519 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $257,050 | 2,500 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $216,325 | 2,500 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||