Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CCIA
Campbell & Co Investment Adviser’s
WEX
WEX
Stock Holding History
Campbell & Co Investment Adviser’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
-1,848
Closed
-$275K
–
1448
2025
Q4
$275K
Buy
+1,848
New
+$278K
0.01%
988
2025
Q1
–
Sell
-1,453
Closed
-$255K
–
1379
2024
Q4
$255K
Buy
+1,453
New
+$272K
0.02%
894
2024
Q3
–
Sell
-31,339
Closed
-$5.55M
–
1367
2024
Q2
$5.55M
Buy
+31,339
New
+$6.39M
0.47%
21
2022
Q1
–
Sell
-15,964
Closed
-$2.24M
–
929
2021
Q4
$2.24M
Buy
+15,964
New
+$2.44M
0.77%
5
2021
Q3
–
Sell
-4,014
Closed
-$778K
–
793
2021
Q2
$778K
Buy
+4,014
New
+$823K
0.32%
72
2020
Q4
–
Sell
-5,962
Closed
-$829K
–
580
2020
Q3
$829K
Buy
+5,962
New
+$934K
0.62%
17
2019
Q3
–
Sell
-3,916
Closed
-$815K
–
784
2019
Q2
$815K
Buy
+3,916
New
+$788K
0.37%
47
2019
Q1
–
Sell
-1,640
Closed
-$254K
–
630
2018
Q4
$254K
Buy
+1,640
New
+$270K
0.25%
209
2014
Q1
–
Sell
-4,099
Closed
-$406K
–
309
2013
Q4
$406K
Buy
+4,099
New
+$385K
0.09%
181
Other funds holding WEX
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
PCM
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
IC
Impactive Capital
New York City, New York
$1.38B AUM
1.92%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close