BTI
WEX icon

Blue Trust Inc’s WEX WEX Stock Holding History

Blue Trust Inc’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 		$419K Buy
2,740
+625
+30% +$97.7K ﹤0.01% 534
2025
Q4 		$315K Sell
2,115
-723
-25% -$109K ﹤0.01% 637
2025
Q3 		$447K Buy
2,838
+275
+11% +$45.5K 0.01% 529
2025
Q2 		$376K Buy
2,563
+143
+6% +$19.2K ﹤0.01% 551
2025
Q1 		$380K Buy
2,420
+995
+70% +$164K ﹤0.01% 486
2024
Q4 		$250K Buy
1,425
+1,007
+241% +$189K ﹤0.01% 572
2024
Q3 		$74K Buy
418
+190
+83% +$35.4K ﹤0.01% 1386
2024
Q2 		$54.2K Buy
228
+187
+456% +$38.1K ﹤0.01% 1220
2024
Q1 		$9.74K Sell
41
-71
-63% -$15.3K ﹤0.01% 1453
2023
Q4 		$20K Buy
112
+53
+90% +$9.61K ﹤0.01% 1304
2023
Q3 		$11K Buy
59
+36
+157% +$6.95K ﹤0.01% 1396
2023
Q2 		$4K Sell
23
-94
-80% -$16.6K ﹤0.01% 1630
2023
Q1 		$19K Buy
117
+17
+17% +$3.1K ﹤0.01% 1386
2022
Q4 		$13K Buy
100
+39
+64% +$6.07K ﹤0.01% 1461
2022
Q3 		$9K Buy
61
+57
+1,425% +$8.96K ﹤0.01% 1395
2022
Q2 		$1K Buy
+4
New +$655 ﹤0.01% 1846

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