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Brooklyn Investment Group’s WEX WEX Stock Holding History

Brooklyn Investment Group’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 		$260K Sell
1,702
-511
-23% -$79.9K 0.01% 1525
2025
Q4 		$338K Buy
+2,213
New +$333K 0.02% 950
2025
Q3 		– Sell
-386
Closed -$56.7K – 2685
2025
Q2 		$56.7K Sell
386
-36
-9% -$4.84K 0.01% 1265
2025
Q1 		$66.3K Buy
422
+142
+51% +$23.4K 0.01% 666
2024
Q4 		$49.1K Hold
280
– – 0.01% 539
2024
Q3 		$58.7K Buy
+280
New +$52.2K 0.02% 454

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brooklyn Investment Group's WEX Position: Q1 2026 in Review

Brooklyn Investment Group reduced its WEX (WEX) stake by 23% in Q1 2026, selling an estimated $79.9K and leaving 1,702 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1525.

Brooklyn Investment Group first reported a position in WEX in Q3 2024 and has held it in 6 quarters since. The position peaked at $338K in Q4 2025. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Brooklyn Investment Group held 1,702 shares of WEX worth $260K as of Q1 2026.
  • Brooklyn Investment Group sold 511 WEX shares in Q1 2026, an estimated $79.9K.
  • WEX made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1525 holding.
  • Brooklyn Investment Group first reported a position in WEX in Q3 2024 and has held it in 6 quarters since.
  • Brooklyn Investment Group's WEX position peaked at $338K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.