Callan Family Office’s WEX WEX Stock Holding History

Callan Family Office’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	$849K	Buy	6,016 +1,492	+33%	+$221K	0.02%	639
2026 Q1	$692K	Buy	4,524 +213	+5%	+$33.3K	0.02%	664
2025 Q4	$642K	Buy	+4,311	New	+$650K	0.01%	691

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

Callan Family Office's WEX Position: Q2 2026 in Review

Callan Family Office increased its WEX (WEX) stake by 33% in Q2 2026, buying an estimated $221K and bringing the position to 6,016 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #639.

Callan Family Office first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Callan Family Office held 6,016 shares of WEX worth $849K as of Q2 2026.
Callan Family Office bought 1,492 WEX shares in Q2 2026, an estimated $221K.
WEX made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #639 holding.
Callan Family Office first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.