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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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ancora Advisors's WEX Position: Q1 2026 in Review

Ancora Advisors reduced its WEX (WEX) stake by 6.4% in Q1 2026, selling an estimated $2.35K and leaving 218 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Ancora Advisors first reported a position in WEX in Q3 2018 and has held it in 6 quarters since. The position peaked at $95K in Q3 2018. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Ancora Advisors held 218 shares of WEX worth $33.4K as of Q1 2026.
  • Ancora Advisors sold 15 WEX shares in Q1 2026, an estimated $2.35K.
  • WEX made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1315 holding.
  • Ancora Advisors first reported a position in WEX in Q3 2018 and has held it in 6 quarters since.
  • Ancora Advisors's WEX position peaked at $95K in Q3 2018.
  • 429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.