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Bridgewater Associates’s WEX WEX Stock Holding History

Bridgewater Associates’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 		$707K Buy
+5,009
New +$742K ﹤0.01% 884
2026
Q1 		– Sell
-57,869
Closed -$8.62M – 1239
2025
Q4 		$8.62M Buy
57,869
+38,715
+202% +$5.83M 0.03% 394
2025
Q3 		$3.02M Buy
+19,154
New +$3.17M 0.01% 620
2024
Q4 		– Sell
-9,152
Closed -$1.92M – 840
2024
Q3 		$1.92M Sell
9,152
-77,226
-89% -$14.4M 0.01% 511
2024
Q2 		$15.3M Buy
86,378
+46,243
+115% +$9.43M 0.08% 190
2024
Q1 		$9.53M Buy
40,135
+37,970
+1,754% +$8.17M 0.05% 263
2023
Q4 		$421K Buy
+2,165
New +$393K ﹤0.01% 715
2023
Q3 		– Sell
-32,343
Closed -$5.89M – 814
2023
Q2 		$5.89M Buy
32,343
+435
+1% +$77K 0.04% 280
2023
Q1 		$5.87M Buy
31,908
+12,717
+66% +$2.32M 0.04% 286
2022
Q4 		$3.14M Sell
19,191
-43,706
-69% -$6.8M 0.02% 451
2022
Q3 		$7.98M Sell
62,897
-12,048
-16% -$1.89M 0.04% 293
2022
Q2 		$11.7M Buy
74,945
+72,438
+2,889% +$11.9M 0.05% 300
2022
Q1 		$447K Buy
2,507
+182
+8% +$29.7K ﹤0.01% 903
2021
Q4 		$326K Buy
+2,325
New +$355K ﹤0.01% 686

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 $3.38T AUM 44.17% 1-Year Est. Return

Bridgewater Associates's WEX Position: Q2 2026 in Review

Bridgewater Associates opened a new position in WEX (WEX) in Q2 2026: 5,009 shares worth $707K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in WEX as recently as Q4 2025.

Bridgewater Associates first reported a position in WEX in Q4 2021 and has held it in 14 quarters since. The position peaked at $15.3M in Q2 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Bridgewater Associates held 5,009 shares of WEX worth $707K as of Q2 2026.
  • WEX was a new Bridgewater Associates position in Q2 2026.
  • WEX made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #884 holding.
  • Bridgewater Associates first reported a position in WEX in Q4 2021 and has held it in 14 quarters since.
  • Bridgewater Associates's WEX position peaked at $15.3M in Q2 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.