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 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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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