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Ancora Advisors’s WEX WEX Stock Holding History

Ancora Advisors’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 		– Sell
-218
Closed -$33.4K – 2392
2026
Q1 		$33.4K Sell
218
-15
-6% -$2.35K ﹤0.01% 1315
2025
Q4 		$34.7K Buy
+233
New +$35.1K ﹤0.01% 1285
2020
Q3 		– Sell
-136
Closed -$22K – 1456
2020
Q2 		$22K Sell
136
-136
-50% -$18.7K ﹤0.01% 981
2020
Q1 		$28K Hold
272
– – ﹤0.01% 999
2019
Q4 		$57K Buy
+272
New +$54.5K ﹤0.01% 863
2018
Q4 		– Sell
-472
Closed -$95K – 1186
2018
Q3 		$95K Buy
+472
New +$90.5K ﹤0.01% 766

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

Ancora Advisors's WEX Position: Q2 2026 in Review

Ancora Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 218 shares — an estimated $33.4K sold.

Ancora Advisors first reported a position in WEX in Q3 2018 and held it in 6 quarters. The position peaked at $95K in Q3 2018. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Ancora Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 218 WEX shares in Q2 2026, an estimated $33.4K.
  • Ancora Advisors first reported a position in WEX in Q3 2018 and held it in 6 quarters.
  • Ancora Advisors's WEX position peaked at $95K in Q3 2018.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.