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Ameritas Advisory Services’s WEX WEX Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-8
Closed -$1.18K – 2936
2025
Q2 		$1.18K Buy
+8
New +$1.07K ﹤0.01% 2589
2023
Q2 		– Sell
-8
Closed -$1.46K – 2511
2023
Q1 		$1.46K Buy
+8
New +$1.46K ﹤0.01% 2477

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ameritas Advisory Services's WEX Position: Q3 2025 in Review

Ameritas Advisory Services sold out of WEX (WEX) in Q3 2025, closing a stake of 8 shares — an estimated $1.18K sold.

Ameritas Advisory Services first reported a position in WEX in Q1 2023 and held it in 2 quarters. The position peaked at $1.46K in Q1 2023. 391 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Ameritas Advisory Services reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 8 WEX shares in Q3 2025, an estimated $1.18K.
  • Ameritas Advisory Services first reported a position in WEX in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's WEX position peaked at $1.46K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.