BHPW
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Beverly Hills Private Wealth’s WEX WEX Stock Holding History

Beverly Hills Private Wealth’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 		$212K Buy
+1,382
New +$216K 0.04% 320
2025
Q4 		– Sell
-1,415
Closed -$223K – 358
2025
Q3 		$223K Sell
1,415
-201
-12% -$33.2K 0.04% 310
2025
Q2 		$237K Sell
1,616
-12,779
-89% -$1.72M 0.04% 305
2025
Q1 		$2.26M Buy
14,395
+12,653
+726% +$2.08M 0.45% 64
2024
Q4 		$305K Sell
1,742
-183
-10% -$34.3K 0.06% 253
2024
Q3 		$404K Buy
+1,925
New +$359K 0.08% 215

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 $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B 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