AG
WEX icon

Algert Global’s WEX WEX Stock Holding History

Algert Global’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
+8,190
New +$1.21M 0.01% 954
2025
Q4 		– Sell
-27,692
Closed -$4.36M – 1343
2025
Q3 		$4.36M Sell
27,692
-12,469
-31% -$2.06M 0.07% 445
2025
Q2 		$5.9M Buy
40,161
+479
+1% +$64.3K 0.12% 277
2025
Q1 		$6.23M Buy
39,682
+14,680
+59% +$2.42M 0.15% 206
2024
Q4 		$4.38M Buy
25,002
+16,622
+198% +$3.12M 0.1% 327
2024
Q3 		$1.76M Sell
8,380
-12,260
-59% -$2.28M 0.05% 600
2024
Q2 		$3.66M Buy
20,640
+2,294
+13% +$468K 0.12% 266
2024
Q1 		$4.36M Hold
18,346
– – 0.17% 193
2023
Q4 		$3.57M Hold
18,346
– – 0.14% 236
2023
Q3 		$3.45M Buy
18,346
+4,770
+35% +$921K 0.16% 197
2023
Q2 		$2.47M Buy
13,576
+2,870
+27% +$508K 0.11% 330
2023
Q1 		$1.97M Buy
10,706
+4,665
+77% +$850K 0.09% 360
2022
Q4 		$989K Sell
6,041
-17,890
-75% -$2.79M 0.05% 573
2022
Q3 		$3.04M Buy
23,931
+14,201
+146% +$2.23M 0.18% 152
2022
Q2 		$1.51M Buy
9,730
+690
+8% +$113K 0.11% 294
2022
Q1 		$1.61M Buy
+9,040
New +$1.47M 0.11% 310

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Algert Global's WEX Position: Q2 2026 in Review

Algert Global opened a new position in WEX (WEX) in Q2 2026: 8,190 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Algert Global previously reported a position in WEX as recently as Q3 2025.

Algert Global first reported a position in WEX in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.23M in Q1 2025. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Algert Global held 8,190 shares of WEX worth $1.16M as of Q2 2026.
  • WEX was a new Algert Global position in Q2 2026.
  • WEX made up 0.01% of Algert Global's portfolio in Q2 2026, its #954 holding.
  • Algert Global first reported a position in WEX in Q1 2022 and has held it in 16 quarters since.
  • Algert Global's WEX position peaked at $6.23M in Q1 2025.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.