Capital World Investors
WEX icon

Capital World Investors’s WEX WEX Stock Holding History

Capital World Investors’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 		$77.3M Buy
547,682
+336,442
+159% +$49.8M 0.01% 438
2026
Q1 		$32.3M Buy
211,240
+115,427
+120% +$18M ﹤0.01% 502
2025
Q4 		$14.3M Buy
95,813
+34,730
+57% +$5.23M ﹤0.01% 495
2025
Q3 		$9.62M Buy
61,083
+34,071
+126% +$5.64M ﹤0.01% 501
2025
Q2 		$3.97M Buy
+27,012
New +$3.63M ﹤0.01% 521
2016
Q1 		– Sell
-600,000
Closed -$53M – 522
2015
Q4 		$53M Buy
600,000
+50,000
+9% +$4.54M 0.01% 340
2015
Q3 		$47.8M Buy
550,000
+200,000
+57% +$19.9M 0.01% 351
2015
Q2 		$39.9M Hold
350,000
– – 0.01% 385
2015
Q1 		$37.6M Buy
+350,000
New +$35.3M 0.01% 387

Other funds holding WEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors's WEX Position: Q2 2026 in Review

Capital World Investors increased its WEX (WEX) stake by 159% in Q2 2026, buying an estimated $49.8M and bringing the position to 547,682 shares worth $77.3M. The position accounts for 0.01% of the portfolio, ranked #438.

Capital World Investors first reported a position in WEX in Q1 2015 and has held it in 9 quarters since. 304 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Capital World Investors held 547,682 shares of WEX worth $77.3M as of Q2 2026.
  • Capital World Investors bought 336,442 WEX shares in Q2 2026, an estimated $49.8M.
  • WEX made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #438 holding.
  • Capital World Investors first reported a position in WEX in Q1 2015 and has held it in 9 quarters since.
  • 304 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.