B. Metzler seel. Sohn & Co’s WEX WEX Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	–	Sell	-17,799	Closed	-$3.12M	–	766
2024 Q4	$3.12M	Hold	17,799	–	–	0.03%	261
2024 Q3	$3.73M	Hold	17,799	–	–	0.04%	248
2024 Q2	$3.15M	Buy	17,799 +4,481	+34%	+$914K	0.03%	268
2024 Q1	$3.16M	Hold	13,318	–	–	0.03%	289
2023 Q4	$2.59M	Buy	13,318 +1,507	+13%	+$273K	0.03%	311
2023 Q3	$2.22M	Sell	11,811 -10,283	-47%	-$1.99M	0.03%	302
2023 Q2	$4.02M	Buy	22,094 +8,408	+61%	+$1.49M	0.05%	238
2023 Q1	$2.52M	Buy	13,686 +1,060	+8%	+$193K	0.04%	245
2022 Q4	$2.07M	Hold	12,626	–	–	0.04%	293
2022 Q3	$1.6M	Buy	12,626 +165	+1%	+$25.9K	0.03%	330
2022 Q2	$1.94M	Hold	12,461	–	–	0.03%	308
2022 Q1	$2.22M	Buy	+12,461	New	+$2.03M	0.03%	316
2021 Q4	–	Sell	-7,773	Closed	-$1.37M	–	741
2021 Q3	$1.37M	Hold	7,773	–	–	0.02%	380
2021 Q2	$1.51M	Sell	7,773 -224	-3%	-$45.9K	0.02%	351
2021 Q1	$1.67M	Buy	7,997 +950	+13%	+$200K	0.03%	329
2020 Q4	$1.42M	Buy	+7,047	New	+$1.19M	0.03%	331

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return