Baker Avenue Asset Management’s WEX WEX Stock Holding History

Baker Avenue Asset Management’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	-1,998	Closed	-$306K	–	865
2026 Q1	$306K	Buy	+1,998	New	+$312K	0.01%	605

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

Baker Avenue Asset Management's WEX Position: Q2 2026 in Review

Baker Avenue Asset Management sold out of WEX (WEX) in Q2 2026, closing a stake of 1,998 shares — an estimated $306K sold.

Baker Avenue Asset Management first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $306K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Baker Avenue Asset Management reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Baker Avenue Asset Management sold 1,998 WEX shares in Q2 2026, an estimated $306K.
Baker Avenue Asset Management first reported a position in WEX in Q1 2026 and held it in 1 quarter.
Baker Avenue Asset Management's WEX position peaked at $306K in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.