Burney Company’s WEX WEX Stock Holding History

Burney Company’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	$2.13M	Buy	+15,123	New	+$2.24M	0.06%	231
2026 Q1	–	Sell	-2,344	Closed	-$349K	–	660
2025 Q4	$349K	Sell	2,344 -14,651	-86%	-$2.21M	0.01%	505
2025 Q3	$2.68M	Buy	+16,995	New	+$2.81M	0.09%	201
2025 Q1	–	Sell	-1,264	Closed	-$222K	–	605
2024 Q4	$222K	Sell	1,264 -15,263	-92%	-$2.86M	0.01%	562
2024 Q3	$3.47M	Sell	16,527 -275	-2%	-$51.3K	0.12%	165
2024 Q2	$2.98M	Buy	16,802 +382	+2%	+$77.9K	0.11%	184
2024 Q1	$3.9M	Sell	16,420 -12,212	-43%	-$2.63M	0.15%	163
2023 Q4	$5.57M	Buy	28,632 +7,512	+36%	+$1.36M	0.23%	110
2023 Q3	$3.97M	Buy	21,120 +11,983	+131%	+$2.31M	0.19%	144
2023 Q2	$1.66M	Buy	+9,137	New	+$1.62M	0.08%	254

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Burney Company's WEX Position: Q2 2026 in Review

Burney Company opened a new position in WEX (WEX) in Q2 2026: 15,123 shares worth $2.13M. The stake represents 0.06% of the portfolio and ranks #231 among its holdings. This is a return to the name: Burney Company previously reported a position in WEX as recently as Q4 2025.

Burney Company first reported a position in WEX in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.57M in Q4 2023. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Burney Company held 15,123 shares of WEX worth $2.13M as of Q2 2026.
WEX was a new Burney Company position in Q2 2026.
WEX made up 0.06% of Burney Company's portfolio in Q2 2026, its #231 holding.
Burney Company first reported a position in WEX in Q2 2023 and has held it in 10 quarters since.
Burney Company's WEX position peaked at $5.57M in Q4 2023.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.