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Bridgewater Advisors’s WEX WEX Stock Holding History

Bridgewater Advisors’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 		$236K Buy
+1,312
New +$194K 0.01% 428
2026
Q1 		– Sell
-1,670
Closed -$226K – 486
2025
Q4 		$226K Buy
1,670
+110
+7% +$16.6K 0.01% 419
2025
Q3 		$224K Buy
1,560
+2
+0.1% +$331 0.02% 408
2025
Q2 		$269K Buy
1,558
+12
+0.8% +$1.61K 0.02% 354
2025
Q1 		$204K Buy
+1,546
New +$255K 0.02% 396

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

Bridgewater Advisors's WEX Position: Q2 2026 in Review

Bridgewater Advisors opened a new position in WEX (WEX) in Q2 2026: 1,312 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Bridgewater Advisors previously reported a position in WEX as recently as Q4 2025.

Bridgewater Advisors first reported a position in WEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $269K in Q2 2025. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Bridgewater Advisors held 1,312 shares of WEX worth $236K as of Q2 2026.
  • WEX was a new Bridgewater Advisors position in Q2 2026.
  • WEX made up 0.01% of Bridgewater Advisors's portfolio in Q2 2026, its #428 holding.
  • Bridgewater Advisors first reported a position in WEX in Q1 2025 and has held it in 5 quarters since.
  • Bridgewater Advisors's WEX position peaked at $269K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.