Heartland Advisors released its fourth-quarter 2025 investor letter, noting market gains with small value stocks outperforming AI trades. The firm sees potential in overlooked companies with high earnings growth in 2026, despite a slight 0.10% dip in the quarter for its value plus strategy. Stock selection in IT and Real Estate favored performance, while Health Care, Industrials, and Energy sectors had a negative impact.

WESCO International, Inc. (NYSE: WCC) was highlighted in Heartland Value Plus Fund’s investor letter, with a 5.87% one-month return and 44.88% gain in the last 52 weeks. The stock closed at $273.58 per share on January 12, 2026, with a market cap of $13.313 billion. Heartland sees WESCO as an overlooked stock with high upside potential in 2026.

Despite not being among the 30 most popular stocks among hedge funds, WESCO International, Inc. (NYSE: WCC) was held in 49 hedge fund portfolios at the end of Q3 2025. The firm believes certain AI stocks offer greater upside potential with less downside risk than WESCO. For more investor insights, explore hedge fund investor letters from Q4 2025.

For more information on WESCO International, Inc. (NYSE: WCC) and other top stock picks, refer to articles on the best stocks to buy according to billionaire Seth Klarman. Check out the hedge fund investor letters page for additional insights from leading investors. Explore the best and worst Dow stocks for the next 12 months and 10 unstoppable stocks that could double your money for more investment opportunities.

Read more at Yahoo Finance: What Makes WESCO International (WCC) a Compounder in 2026?