Cache Advisors’s WEX WEX Stock Holding History

Cache 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	–	Sell	-389	Closed	-$59.5K	–	206
2026 Q1	$59.5K	Buy	+389	New	+$60.8K	0.01%	157

Other funds holding WEX

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cache Advisors's WEX Position: Q2 2026 in Review

Cache Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 389 shares — an estimated $59.5K sold.

Cache Advisors first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $59.5K in Q1 2026. 61 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Cache Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Cache Advisors sold 389 WEX shares in Q2 2026, an estimated $59.5K.
Cache Advisors first reported a position in WEX in Q1 2026 and held it in 1 quarter.
Cache Advisors's WEX position peaked at $59.5K in Q1 2026.
61 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.