WCC Wesco International Inc.
XNYS
318.02
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WCC
$318.02
—
Key stats
$318.02
After hours
$318.02
+0.00%
- 52-Week Range
- $214.53 – $388.64
- YTD
- +26.14%
- IV Rank (30D)
- 80.98
- Straddle Price
- $41.55
- P/C Vol Ratio
- 1.63
- Market Cap
- $15.8B
- Open
- $318.14
- Day Range
- $312.94 – $324.41
- Volume
- 735,760
- Prev Close
- $323.68
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 1.41 |
| Cost of Equity (CAPM) | 12.88% (VRP-adj) |
| WACC | 10.90% |
| Volatility Risk Premium | +26.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 23.7% |
| Rev. Growth (YoY, DCF input) | +7.5% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 13.7% |
| Book / Price | 32.6% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 21.4% |
| FCF Margin (TTM) | 0.6% |
| Debt / Equity | 1.13 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $352.17 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $358.91 |
| Bollinger Width / SMA20 | 4.6% (drives anchor stability) |
| Net Debt | $5.1B |
| Market Cap | $16B |
Peers used for multiples: AAP, ARCB, CMCO, KNX, LAD, WSC
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
71%
20-Day Fair Value
≈ by Nov 23, 2026
$323.59
α +1.8%
rank 43%
conviction
86%
40-Day Fair Value
≈ by Dec 22, 2026
$326.02
α +2.5%
rank 39%
conviction
75%
60-Day Fair Value
≈ by Jan 20, 2027
$325.23
α +2.3%
rank 47%
conviction
71%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $-56.06 | 0% | |
| DDM (Gordon) | $26.02 | 0% | |
| Peer P/E | $1644.61 | 7% | median 105.7× · 4 peers |
| Peer EV/EBITDA | $275.07 | 7% | median 11.2× · 6 peers |
| Peer P/B | $140.13 | 7% | median 1.3× · 6 peers |
| Peer P/S | $274.50 | 7% | median 0.5× · 6 peers |
| Market Anchor (SMA50) | $352.17 | 48% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $324.15 | 24% | 33 strikes · skew +0.02 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- WHOLESALE-ELECTRICAL APPARATUS & EQUIPMENT, WIRING SUPPLIES (5063) · industry map
- Exchange
- XNYS
- Market Cap
- $15.8B
- Employees
- 21,000
- List Date
- 1999-05-12
- CIK
- 0000929008
- Next Earnings
- 2026-10-29 (Pre-Market)
- EPS Forecast
- $4.61 (5 est.)
- Headquarters
- Pittsburgh, PA
- Homepage
- https://www.wesco.com
Wesco can be traced back to the late 1800s but was officially founded in 1922, acting as the distribution arm of Westinghouse Electric. Throughout the 1900s, Wesco entered and subsequently exited the consumer electronics, transit, bottling, and nuclear plant distribution markets. It was sold to a private equity firm in 1994 and then went public in 1999, and numerous acquisitions have since been made to fill the gaps in Wesco's geographical and product coverage. Today, the firm primarily distributes electrical, networking, security, and utility equipment used in the construction and repair of s…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.61% | -7.25% | 19.47% | -0.01% | 3.92% | 14.80% | 5.05% |
| Feb | -0.79% | -2.19% | 9.18% | -15.18% | -0.31% | -2.79% | -2.01% |
| Mar | 0.79% | 12.09% | -8.31% | 12.63% | -8.47% | -7.51% | 0.20% |
| Apr | 5.38% | -6.62% | -5.27% | -13.01% | 4.18% | 23.60% | 1.38% |
| May | 16.52% | 2.41% | -4.31% | 16.25% | 10.43% | 1.86% | 7.19% |
| Jun | -6.16% | -19.04% | 31.38% | -10.53% | 11.93% | -2.88% | 0.78% |
| Jul | 2.52% | 20.80% | -1.32% | 12.76% | 9.38% | 6.04% | 8.36% |
| Aug | 11.09% | 2.09% | -10.24% | 4.18% | 8.03% | -5.79% | 1.56% |
| Sep | -0.19% | -9.20% | -11.92% | 8.17% | -3.42% | 8.31% | -1.37% |
| Oct | 7.97% | 12.10% | -9.34% | 15.32% | 22.02% | -14.34%* | 5.62% |
| Nov | -6.33% | -8.11% | 18.90% | 12.44% | 2.36% | -- | 3.85% |
| Dec | 9.81% | -1.77% | 7.01% | -14.67% | -8.06% | -- | -1.54% |
| Total | 44.57% | -10.80% | 28.18% | 21.51% | 60.02% | 16.97% | 26.74% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $356.44
SMA 50: $351.35
SMA 200: $325.94
Current: $318.02
EMA 12: $343.31
EMA 26: $350.03
MACD: -6.7170 | Signal: -4.9958
BEARISH
ADX (14): 21.61
WEAK TREND
+DI: 14.25
−DI: 34.34
Momentum Oscillators
RSI (14): 33.69
NEUTRAL
Stoch %K: 16.49
Stoch %D: 18.99
Williams %R: -93.29
Volume & Volatility
BB Upper: $390.63
BB Lower: $322.25
OVERSOLD
OBV: 9,198,306
Vol SMA 20: 651,671
Vol ROC: -12.82%
ATR: $14.39
True Range: $11.47
HV 20: 42.2%
HV 30: 41.2%
HV 60: 41.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-25T00:00:00 – 2026-10-23T00:00:00
AI Analysis
Here is a comprehensive stock analysis report based on the provided data:
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers:
- Bullish momentum signals from MACD
- Neutral RSI reading, indicating no clear trend
- Strong beta indicates high volatility
Primary Risks:
- High price sensitivity due to high beta
- Volatility could lead to sudden price movements
- Upcoming earnings report may impact stock price
Investment Thesis: WCC has a strong bullish momentum signal from the MACD, but its RSI reading is neutral. The stock's high beta suggests it will move more than the market, and its recent price action suggests a potential breakout above the upper Bollinger Band.
Recent News Sentiment Impact:
- Positive sentiment due to news article discussing WCC's shares crossing above their 200-day moving average
Technical Analysis
Trend Direction: Short-term Bullish (1-4 weeks), Medium-term Neutral (1-3 months)
Support/Resistance Levels:
- Lower Bollinger Band: $204.93
- Middle Bollinger Band: $213.56
- Upper Bollinger Band: $222.19
- 20-day SMA: $213.56
- 50-day SMA: $214.29
Momentum Signals:
- MACD signal line crossovers above the signal line = bullish momentum
- RSI reading of 51.07 indicates a neutral trend
- Bollinger Bands are neutral, with price near the upper band
Volume Analysis:
- Volume has been decreasing over the past few days
- Institutional interest is low based on recent volume flow
News & Sentiment Analysis
Recent Headlines Summary: WCC's shares crossing above their 200-day moving average suggests a potential breakout.
Sentiment Assessment: Positive (75%)
Catalyst Identification:
- Upcoming earnings report on October 30th, 2025
- No other major news events are scheduled in the near future
Market Narrative: The positive sentiment and bullish momentum signals from the MACD suggest that WCC's recent price action is driven by fundamental strength rather than technical overbought conditions.
Risk & Volatility Assessment
Risk Interpretation: High risk (beta >1.5)
Volatility Regime: High volatility
Options Market Signals:
- IV rank is 22.9%, indicating low volatility
- Put/call volume ratio is 0.14, suggesting bullish sentiment
- Open interest in calls is higher than puts, indicating a bullish bias
Downside Protection:
- Lower Bollinger Band at $204.93 provides support
- Stop-loss levels should be set around $215 to mitigate potential losses
Market Context & Positioning
Sector Performance: WCC's sector (industrial conglomerates) has been relatively strong compared to the overall market.
Institutional Activity: Institutional interest is low based on recent volume flow.
Correlation Analysis:
- R-squared interpretation suggests that WCC's price movements are highly correlated with the broader market
- This means that changes in the market could impact WCC's stock price
Relative Valuation: WCC's stock price is trading near its upper Bollinger Band, indicating potential overbought conditions.
Key Levels & Action Items
Critical Price Levels:
- Lower Bollinger Band at $204.93
- Middle Bollinger Band at $213.56
- Upper Bollinger Band at $222.19
Breakout/Breakdown Levels:
- Breakout above the upper Bollinger Band could indicate a new uptrend
- Breakdown below the lower Bollinger Band could indicate a potential downtrend
Time-Sensitive Catalysts:
- Upcoming earnings report on October 30th, 2025
Risk Management:
- Stop-loss levels should be set around $215 to mitigate potential losses
- Consider hedging strategies if you're already long WCC
Generated
News
All WCC news →
Earnings History
15 of 23 under expected move
Avg Expected Move
10.39%
Avg Actual Move
9.05%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-09 | Pre-Market | 9.40% | 14.23% | 1.51x | Exceeded |
| 2021-05-06 | Pre-Market | 5.80% | 9.56% | 1.65x | Exceeded |
| 2021-08-05 | Pre-Market | 10.11% | 5.46% | 0.54x | Within |
| 2021-11-04 | Pre-Market | 9.50% | 2.77% | 0.29x | Within |
| 2022-02-15 | Pre-Market | 7.84% | 6.02% | 0.77x | Within |
| 2022-05-05 | Pre-Market | 11.62% | 5.72% | 0.49x | Within |
| 2022-08-04 | Pre-Market | 9.14% | 0.60% | 0.07x | Within |
| 2022-11-03 | Pre-Market | 11.71% | 15.16% | 1.29x | Exceeded |
| 2023-02-14 | Pre-Market | 7.04% | 8.20% | 1.16x | Exceeded |
| 2023-05-04 | Pre-Market | 8.94% | 14.72% | 1.65x | Exceeded |
| 2023-08-03 | Pre-Market | 9.39% | 14.58% | 1.55x | Exceeded |
| 2023-11-02 | Pre-Market | 11.10% | 3.73% | 0.34x | Within |
| 2024-02-13 | Pre-Market | 8.52% | 31.13% | 3.65x | Exceeded |
| 2024-05-02 | Pre-Market | 11.69% | 6.92% | 0.59x | Within |
| 2024-08-01 | Pre-Market | 13.23% | 9.26% | 0.70x | Within |
| 2024-10-31 | Pre-Market | 12.46% | 7.97% | 0.64x | Within |
| 2025-02-11 | Pre-Market | 13.46% | 1.68% | 0.12x | Within |
| 2025-05-01 | Pre-Market | 11.66% | 6.71% | 0.58x | Within |
| 2025-07-31 | Pre-Market | 9.66% | 2.73% | 0.28x | Within |
| 2025-10-30 | Pre-Market | 11.45% | 10.50% | 0.92x | Within |
| 2026-02-10 | Pre-Market | 10.77% | 5.27% | 0.49x | Within |
| 2026-04-30 | Pre-Market | 10.76% | 14.36% | 1.33x | Exceeded |
| 2026-07-30 | Pre-Market | 13.66% | 10.77% | 0.79x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
WCC Options Activity & IV Rank
WCC IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 57.7%
7-DTE IV: —
Expected Move: $41.55
7-DTE Move: $41.55
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 97
Put Volume: 158
P/C Volume: 1.629
BEARISH
Call OI: 890
Put OI: 384
P/C OI: 0.431
Total OI: 1,274
ATM Options Pricing
ATM Call: $19.90
ATM Put: $21.65
Call %: 6.3%
Put %: 6.8%
Chain Summary
Chain Volume: 1,476
Chain OI: 3,947
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 7th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
7%
vs own history
GEX tilt
-0.16
OI-weighted, today
Vanna tilt
+0.56
δ-sensitivity to IV
Charm tilt
-0.50
δ-decay vs time
Vanna tilt +0.56: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.50: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 22 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
31%
+5.8
pts
EXTREME
ATM 58.9% / Wing 64.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)81.0HighOct 23
Straddle Price (30 DTE)$41.55Oct 23
Beta Analysis
Risk Metrics
Beta: 2.0018
Alpha: 20.93%
Correlation: 0.5615
R-Squared: 31.5%
Stock Volatility: 45.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own WCC
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Baupost Group Hedge fund Seth Klarman | $229.0M | #9 of 23 | -53.9% | 13F | |
| Citadel Hedge fund Ken Griffin | $140.0M | #295 of 6285 | +6706.3% | 13F | |
| Point72 Hedge fund Steve Cohen | $75.5M | #226 of 1945 | +84.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $22.4M | #455 of 4729 | -16.7% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $10.7M | #1536 of 3716 | +28.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $1.4M | #793 of 997 | +279.2% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WCC Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 49,475,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
10 filers$80.96M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $38.07M | 47.02% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $21.17M | 26.16% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $13.64M | 16.85% | 2026-06-30 |
| 4 | D. E. Shaw & Co., Inc. Custodian | $3.45M | 4.27% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $1.54M | 1.91% | 2025-09-30 |
| 6 | Walleye Trading LLC | $932.66K | 1.15% | 2026-06-30 |
| 7 | Squarepoint Ops LLC | $690.86K | 0.85% | 2026-06-30 |
| 8 | Walleye Capital LLC | $587.23K | 0.73% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $552.69K | 0.68% | 2026-06-30 |
| 10 | TUDOR INVESTMENT CORP ET AL | $310.89K | 0.38% | 2026-06-30 |
9 filers$41.15M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $22.18M | 53.89% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $9.05M | 21.99% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $4.32M | 10.49% | 2026-06-30 |
| 4 | D. E. Shaw & Co., Inc. Custodian | $3.45M | 8.39% | 2026-06-30 |
| 5 | Walleye Capital LLC | $932.66K | 2.27% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $612.94K | 1.49% | 2025-09-30 |
| 7 | Two Sigma Investments, LP Custodian | $310.89K | 0.76% | 2026-06-30 |
| 8 | Raymond James Financial, Inc. Custodian | $192.00K | 0.47% | 2026-06-30 |
| 9 | Walleye Trading LLC | $103.63K | 0.25% | 2026-06-30 |
WCC Insider Trading (Form 4)
Latest: 2026-10-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Laura K Thompson | Director | Award (A) | +2 | — | EDGAR | |
| 2026-10-02 | Diane Lazzaris | EVP and General Counsel | Award (A) | +4 | — | EDGAR | |
| 2026-10-02 | Michael Lonon Carter | Director | Award (A) | +0 | — | EDGAR | |
| 2026-10-02 | Hemant Porwal | EVP Supply Chain & Operations | Award (A) | +2 | — | EDGAR | |
| 2026-10-02 | Dirk Waugh Naylor | EVP & GM, Comm & Sec Solutions | Award (A) | +10 | — | EDGAR | |
| 2026-10-02 | Matthew J Espe | Director | Award (A) | +16 | — | EDGAR | |
| 2026-10-02 | Matthew S Kulasa | SVP, Corp. Controller & CAO | Award (A) | +1 | — | EDGAR | |
| 2026-10-02 | Anthony S Marino | EVP & CHRO | Award (A) | +1 | — | EDGAR | |
| 2026-10-02 | John Engel | Chairman, President & CEO | Award (A) | +30 | — | EDGAR | |
| 2026-10-02 | James Louis Singleton | Director | Award (A) | +26 | — | EDGAR | |
| 2026-10-02 | Easwaran Sundaram | Director | Award (A) | +107 | $359.57 | $31.2K | EDGAR |
| 2026-10-02 | Sundaram Nagarajan | Director | Award (A) | +31 | $359.57 | $7.8K | EDGAR |
| 2026-10-02 | Glynis Bryan | Director | Award (A) | +5 | — | EDGAR | |
| 2026-10-02 | James Cameron | EVP & GM, Util & Broadband | Award (A) | +29 | — | EDGAR | |
| 2026-10-02 | David C Wajsgras | Director | Award (A) | +88 | $359.57 | $31.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WCC Insider Holdings
25 insiders · @ $318.02
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | John Engel | Chairman, President & CEO | 479,007 | $152.33M | -$83.08M | 68 | 2026-10-02 |
| 2 | David S. Schulz | EVP & Former CFO | 84,965 | $27.02M | -$26.65M | 46 | 2026-05-07 |
| 3 | William Clayton Geary | EVP & GM, Comm & Sec Solutions | 55,904 | $17.78M | -$582.0K | 26 | 2025-07-02 |
| 4 | Nelson John Squires III | Retiring EVP & GM, EES | 48,634 | $15.47M | -$13.78M | 39 | 2025-10-02 |
| 5 | James Cameron | EVP & GM, Util & Broadband | 46,498 | $14.79M | -$5.53M | 35 | 2026-10-02 |
| 6 | James Louis Singleton | Director | 42,699 | $13.58M | -$2.21M | 69 | 2026-10-02 |
| 7 | Bobby J Griffin | Director | 32,183 | $10.24M | $0 | 37 | 2026-04-02 |
| 8 | Christine Ann Wolf | EVP & CHRO | 29,573 | $9.41M | -$7.12M | 47 | 2026-07-02 |
| 9 | Steven A Raymund | Director | 29,009 | $9.23M | -$2.77M | 62 | 2026-04-02 |
| 10 | Akash Khurana | EVP, Chief Info & Digital Off. | 27,431 | $8.72M | -$4.14M | 32 | 2026-10-02 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WCC Board & Officers
As of SEC filings through Oct 2, 2026Directors 9
- James Louis Singleton · on file since Jul 2006
- Matthew J Espe · since Nov 1, 2016
- Easwaran Sundaram · since Aug 15, 2018
- Laura K Thompson · since Oct 1, 2019
- Anne M Cooney · since Sep 1, 2021
- Sundaram Nagarajan · since Sep 1, 2022
- Glynis Bryan · since Oct 16, 2023
- David C Wajsgras · since Jan 1, 2026
- Michael Lonon Carter · since Jan 1, 2026
Officers 12
- John Engel · Chairman, President & CEO · listed since Feb 2012
- Indraneel Dev · EVP & CFO · since Feb 16, 2026
- David S. Schulz · EVP & Former CFO · listed since Feb 2026
- Akash Khurana · EVP, Chief Info & Digital Off. · listed since Feb 2022
- Diane Lazzaris · EVP and General Counsel · listed since Jul 2020
- Hemant Porwal · EVP Supply Chain & Operations · since Jun 22, 2020
- James Cameron · EVP & GM, Util & Broadband · since Jun 22, 2020
- Christine Ann Wolf · EVP & CHRO · listed since Jul 2020
- Dirk Waugh Naylor · EVP & GM, Comm & Sec Solutions · since Jun 30, 2025
- Daniel J Castillo · EVP & Gm, Ees · since Sep 1, 2025
- Anthony S Marino · EVP & CHRO · since Jul 20, 2026
- Matthew S Kulasa · SVP, Corp. Controller & CAO · listed since Jul 2023
Changes in the last 10 years (47)
| Jul 20, 2026 | Anthony S Marino became EVP & CHRO |
| Feb 18, 2026 | David S. Schulz listed as EVP & Former CFO (previously EVP & CFO) in SEC filings |
| Feb 16, 2026 | Indraneel Dev became EVP & CFO |
| Jan 1, 2026 | Michael Lonon Carter became a director |
| Jan 1, 2026 | David C Wajsgras became a director |
| Dec 5, 2025 | The company announced the departure of Steven A Raymund from the board in an SEC filing |
| Dec 5, 2025 | The company announced the departure of Bobby J Griffin from the board in an SEC filing |
| Oct 2, 2025 | Nelson John Squires III reported in an SEC filing no longer being EVP & Gm, Ees |
| Sep 1, 2025 | Daniel J Castillo became EVP & Gm, Ees |
| Jul 2, 2025 | William Clayton Geary reported in an SEC filing no longer being EVP & GM, Comm & Sec Solutions |
| Jun 30, 2025 | Dirk Waugh Naylor became EVP & GM, Comm & Sec Solutions |
| May 9, 2024 | Lgp Management Inc reported in an SEC filing no longer being a 10% owner |
| May 9, 2024 | Leonard Green & Partners, L.P. reported in an SEC filing no longer being a 10% owner |
| May 9, 2024 | Green Equity Investors VII, L.P. reported in an SEC filing no longer being a 10% owner |
| May 9, 2024 | Green Equity Investors Side VII, L.P. reported in an SEC filing no longer being a 10% owner |
| May 9, 2024 | GEI Capital VII, LLC reported in an SEC filing no longer being a 10% owner |
| Jan 3, 2024 | John Engel no longer listed as a director in SEC filings |
| Oct 16, 2023 | Glynis Bryan became a director |
| Jul 5, 2023 | Matthew S Kulasa listed as SVP, Corp. Controller & CAO (previously Sr. VP, Corporate Controller) in SEC filings |
| Oct 4, 2022 | Nelson John Squires III listed as EVP & Gm, Ees (previously EVP & Gm, E&es) in SEC filings |
| Sep 1, 2022 | Sundaram Nagarajan became a director |
| Aug 24, 2022 | The company announced the departure of John K Morgan from the board in an SEC filing |
| Jun 3, 2022 | The company announced the departure of Ted A Dosch as EVP, Strategy & CTO in an SEC filing |
| Feb 22, 2022 | Akash Khurana listed as EVP, Chief Info & Digital Off. (previously EVP, CIO & Cdo) in SEC filings |
| Sep 1, 2021 | Anne M Cooney became a director |
| Apr 5, 2021 | Matthew S Kulasa became Sr. VP, Corporate Controller |
| Nov 9, 2020 | Akash Khurana became EVP, CIO & Cdo |
| Jul 10, 2020 | Lgp Management Inc became a 10% owner |
| Jul 10, 2020 | Leonard Green & Partners, L.P. became a 10% owner |
| Jul 10, 2020 | Green Equity Investors VII, L.P. became a 10% owner |
| Jul 10, 2020 | Green Equity Investors Side VII, L.P. became a 10% owner |
| Jul 10, 2020 | GEI Capital VII, LLC became a 10% owner |
| Jul 7, 2020 | Nelson John Squires III listed as EVP & Gm, E&es (previously SVP & COO) in SEC filings |
| Jul 7, 2020 | Diane Lazzaris listed as EVP and General Counsel (previously SVP and General Counsel) in SEC filings |
| Jul 7, 2020 | David S. Schulz listed as EVP & CFO (previously SVP and CFO) in SEC filings |
| Jul 7, 2020 | Christine Ann Wolf listed as EVP & CHRO (previously SVP & CHRO) in SEC filings |
| Jun 22, 2020 | William Clayton Geary became EVP & GM, Comm & Sec Solutions |
| Jun 22, 2020 | Ted A Dosch became EVP, Strategy & CTO |
| Jun 22, 2020 | James Cameron became EVP & GM, Util & Broadband |
| Jun 22, 2020 | Hemant Porwal became EVP Supply Chain & Operations |
| Oct 1, 2019 | Nelson John Squires III became SVP & COO |
| Oct 1, 2019 | Laura K Thompson became a director |
| Aug 15, 2018 | Easwaran Sundaram became a director |
| Jun 18, 2018 | Christine Ann Wolf became SVP & CHRO |
| Dec 7, 2017 | Robert Minicozzi became CIO & VP, IT |
| Feb 21, 2017 | Kimberly G Windrow listed as SVP and CHRO (previously SVP and CHO) in SEC filings |
| Nov 1, 2016 | Matthew J Espe became a director |
Not reported recently (5)
- Lynn M Utter · Last reported as a director in an SEC filing dated Mar 8, 2021
- Robert Minicozzi · Last reported as CIO & VP, IT in an SEC filing dated Feb 18, 2020
- Sandra Beach Lin · Last reported as a director in an SEC filing dated Feb 19, 2019
- Kimberly G Windrow · Last reported as SVP and CHRO in an SEC filing dated Feb 20, 2018
- James J /ky Obrien · Last reported as a director in an SEC filing dated Feb 21, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WCC Proposed Insider Sales (Form 144)
Latest: 2026-08-17
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $1.3M notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
AKASH KHURANA (1, $1.2M) · LAURA K THOMPSON (1, $99K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-17 | AKASH KHURANA | Officer | 3,400 | $1.25M | 2026-08-17 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-08-12 | LAURA K THOMPSON | Director | 270 | $99.5K | 2026-08-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-12 | BOBBY GRIFFIN | Director | 2,000 | $687.1K | 2026-06-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-11 | HEMANT PORWAL | Officer | 4,445 | $1.61M | 2026-05-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-06 | CHRISTINE WOLF | Officer | 2,549 | $905.5K | 2026-05-06 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-06 | DAVID SCHULZ | Officer | 31,951 | $11.52M | 2026-05-06 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-06 | JOHN JAMES ENGEL | Officer | 79,440 | $28.50M | 2026-05-06 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-06 | HEMANT PORWAL | Officer | 2,770 | $999.0K | 2026-05-06 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-06 | AKASH KHURANA | Officer | 4,000 | $1.44M | 2026-05-06 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-06 | Lazzaris Diane | Officer | 9,910 | $3.57M | 2026-05-06 | Charles Schwab Corp. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-02 | 0001193125-26-253608 | EDGAR |
| 2026-04-30 | 0000929008-26-000012 | EDGAR |
| 2026-02-27 | 0001193125-26-083054 | EDGAR |
| 2026-02-25 | 0001193125-26-068181 | EDGAR |
| 2026-02-17 | 0000929008-26-000010 | EDGAR |
| 2026-02-10 | 0000929008-26-000004 | EDGAR |
| 2026-02-10 | 0000929008-26-000005 | EDGAR |
| 2025-12-08 | 0000929008-25-000036 | EDGAR |
| 2025-10-30 | 0000929008-25-000032 | EDGAR |
| 2025-09-12 | 0000929008-25-000027 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0000929008-26-000008 | EDGAR |
| 2025-02-14 | 0000929008-25-000005 | EDGAR |
| 2024-02-20 | 0000929008-24-000005 | EDGAR |
| 2023-02-21 | 0000929008-23-000006 | EDGAR |
| 2022-02-25 | 0000929008-22-000009 | EDGAR |
| 2021-03-01 | 0000929008-21-000006 | EDGAR |
| 2020-02-24 | 0000929008-20-000013 | EDGAR |
| 2019-02-27 | 0000929008-19-000006 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0000929008-26-000014 | EDGAR |
| 2025-10-30 | 0000929008-25-000034 | EDGAR |
| 2025-07-31 | 0000929008-25-000023 | EDGAR |
| 2025-05-01 | 0000929008-25-000012 | EDGAR |
| 2024-10-31 | 0000929008-24-000029 | EDGAR |
| 2024-08-01 | 0000929008-24-000022 | EDGAR |
| 2024-05-02 | 0000929008-24-000013 | EDGAR |
| 2023-11-02 | 0000929008-23-000023 | EDGAR |
| 2023-08-07 | 0000929008-23-000019 | EDGAR |
| 2023-05-05 | 0000929008-23-000011 | EDGAR |
ETF Holders
168 ETFs hold WCC
25 shown · $3.56B total exposure · 0.31% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.50% | $609.3M | $122.0B | 2026-10-21 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $557.4M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.22% | $394.4M | — | 2026-09-30 |
| 4 | BLCR iShares Large Cap Core Active ETF | iShares (BlackRock) | 2.82% | $277.4M | $9.6B | 2026-10-21 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.40% | $256.7M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.21% | $197.3M | — | 2026-09-30 |
| 7 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.53% | $144.9M | — | 2026-10-21 |
| 8 | PAVE Global X U.S. Infrastructure Development ETF | Global X | 0.98% | $132.3M | — | 2026-10-22 |
| 9 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.49% | $127.8M | $26.0B | 2026-10-21 |
| 10 | XMMO Invesco S&P MidCap Momentum ETF | Invesco | 1.45% | $100.1M | — | 2026-10-21 |
| 11 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.27% | $92.1M | — | 2026-10-21 |
| 12 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.50% | $91.9M | $18.5B | 2026-10-21 |
| 13 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 1.01% | $86.4M | $8.6B | 2026-10-21 |
| 14 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.26% | $79.8M | — | 2026-10-21 |
| 15 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.12% | $69.9M | $57.2B | 2026-10-21 |
| 16 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.61% | $52.2M | $8.6B | 2026-10-21 |
| 17 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.33% | $47.5M | — | 2026-05-31 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.05% | $46.2M | — | 2026-10-21 |
| 19 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.04% | $37.3M | $84.8B | 2026-10-21 |
| 20 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.51% | $29.3M | — | 2026-09-30 |
| 21 | MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF | SPDR (State Street) | 1.01% | $27.9M | $2.8B | 2026-10-21 |
| 22 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.06% | $27.3M | — | 2026-10-21 |
| 23 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.16% | $25.4M | $15.7B | 2026-10-21 |
| 24 | VIS Vanguard Industrials ETF | Vanguard | 0.26% | $22.5M | — | 2026-09-30 |
| 25 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.02% | $21.9M | $96.2B | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
21.98
TTM Diluted EPS
$14.47
TTM Revenue
$25.01B
TTM Net Income
$715.50M
TTM Op. Cash Flow
$264.30M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $6.67B | $209.00M | $4.23 | $53.70M |
| Q1 '26 | 2026-03-31 | $6.08B | $153.80M | $3.11 | $221.40M |
| Q4 '25 | 2025-12-31 | $6.07B | $165.20M | $3.34 | $71.90M |
| Q3 '25 | 2025-09-30 | $6.20B | $187.50M | $3.79 | $-82.70M |
| Q2 '25 | 2025-06-30 | $5.90B | $189.20M | $3.83 | $107.80M |
| Q1 '25 | 2025-03-31 | $5.34B | $104.00M | $2.10 | $28.00M |
| Q4 '24 | 2024-12-31 | $5.50B | $151.10M | $3.03 | $276.60M |
| Q3 '24 | 2024-09-30 | $5.49B | $189.90M | $3.81 | $302.10M |
| Q2 '24 | 2024-06-30 | $5.48B | $217.70M | $4.28 | $-223.80M |
| Q1 '24 | 2024-03-31 | $5.35B | $101.40M | $1.95 | $746.30M |
| Q4 '23 | 2023-12-31 | $5.47B | $127.60M | $2.46 | $69.30M |
| Q3 '23 | 2023-09-30 | $5.64B | $219.00M | $4.20 | $361.70M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-30
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
21.98
P/B
3.02
P/S
0.63
EV/EBITDA
13.46
EV/Sales
0.83
ROE
13.7%
ROA
4.0%
Div Yield
0.59%
FCF Yield
1.68%
Debt/Equity
1.13
Current Ratio
—
Market Cap
$15.73B
as of 2026-10-23
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
1.40M
SI % of Float
2.96%
Days to Cover
3.10
Short Vol Ratio
39.5%
Free Float
47.52M
Float %
97.4%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-13