Annis Gardner Whiting Capital Advisors’s WEX WEX Stock Holding History

Annis Gardner Whiting Capital 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	-464	Closed	-$71K	–	1248
2026 Q1	$71K	Hold	464	–	–	0.01%	514
2025 Q4	$69.1K	Sell	464 -246	-35%	-$37.1K	0.01%	471
2025 Q3	$112K	Buy	710 +708	+35,400%	+$117K	0.02%	369
2025 Q2	$294	Buy	+2	New	+$269	﹤0.01%	1235
2024 Q3	–	Sell	-98	Closed	-$17.4K	–	955
2024 Q2	$17.4K	Hold	98	–	–	﹤0.01%	594
2024 Q1	$23.3K	Buy	+98	New	+$21.1K	0.01%	523

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WEX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 464 shares — an estimated $71K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WEX in Q1 2024 and held it in 6 quarters. The position peaked at $112K in Q3 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 464 WEX shares in Q2 2026, an estimated $71K.
Annis Gardner Whiting Capital Advisors first reported a position in WEX in Q1 2024 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's WEX position peaked at $112K in Q3 2025.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.