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Ariel Investments’s WEX WEX Stock Holding History

Ariel Investments’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 		$46.8M Sell
331,383
-6,341
-2% -$939K 0.47% 53
2026
Q1 		$51.7M Buy
337,724
+927
+0.3% +$145K 0.58% 46
2025
Q4 		$50.2M Sell
336,797
-4,139
-1% -$624K 0.54% 50
2025
Q3 		$53.7M Sell
340,936
-60,150
-15% -$9.95M 0.57% 49
2025
Q2 		$58.9M Sell
401,086
-11,161
-3% -$1.5M 0.67% 46
2025
Q1 		$64.7M Buy
412,247
+93,975
+30% +$15.5M 0.76% 41
2024
Q4 		$55.8M Buy
318,272
+168,832
+113% +$31.7M 0.6% 45
2024
Q3 		$31.3M Buy
+149,440
New +$27.9M 0.32% 72

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

Ariel Investments's WEX Position: Q2 2026 in Review

Ariel Investments reduced its WEX (WEX) stake by 1.9% in Q2 2026, selling an estimated $939K and leaving 331,383 shares worth $46.8M. The position accounts for 0.47% of the portfolio, ranked #53.

Ariel Investments first reported a position in WEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $64.7M in Q1 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Ariel Investments held 331,383 shares of WEX worth $46.8M as of Q2 2026.
  • Ariel Investments sold 6,341 WEX shares in Q2 2026, an estimated $939K.
  • WEX made up 0.47% of Ariel Investments's portfolio in Q2 2026, its #53 holding.
  • Ariel Investments first reported a position in WEX in Q3 2024 and has held it in 8 quarters since.
  • Ariel Investments's WEX position peaked at $64.7M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.