Cerity Partners
WEX icon

Cerity Partners’s WEX WEX Stock Holding History

Cerity Partners’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 		$985K Sell
6,982
-44,383
-86% -$6.58M ﹤0.01% 2017
2026
Q1 		$7.86M Buy
51,365
+13,610
+36% +$2.13M 0.01% 808
2025
Q4 		$5.62M Buy
37,755
+32,414
+607% +$4.88M 0.01% 868
2025
Q3 		$841K Sell
5,341
-891
-14% -$147K ﹤0.01% 1681
2025
Q2 		$915K Sell
6,232
-3,770
-38% -$506K ﹤0.01% 1556
2025
Q1 		$1.57M Buy
10,002
+4,695
+88% +$773K ﹤0.01% 1231
2024
Q4 		$1.01M Buy
5,307
+1,935
+57% +$363K ﹤0.01% 1405
2024
Q3 		$707K Sell
3,372
-289
-8% -$53.9K ﹤0.01% 1585
2024
Q2 		$649K Sell
3,661
-625
-15% -$127K ﹤0.01% 1415
2024
Q1 		$1.02M Buy
+4,286
New +$922K ﹤0.01% 1269
2023
Q2 		– Sell
-1,320
Closed -$243K – 1968
2023
Q1 		$243K Sell
1,320
-313
-19% -$57K ﹤0.01% 1636
2022
Q4 		$267K Buy
+1,633
New +$254K ﹤0.01% 1195
2022
Q1 		– Sell
-1,667
Closed -$235K – 1124
2021
Q4 		$235K Buy
+1,667
New +$255K ﹤0.01% 873
2018
Q3 		– Sell
-1,131
Closed -$215K – 564
2018
Q2 		$215K Buy
+1,131
New +$197K 0.02% 497

Other funds holding WEX

JTL
Jupiter Topco LLC New York $245B AUM
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
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

Cerity Partners's WEX Position: Q2 2026 in Review

Cerity Partners reduced its WEX (WEX) stake by 86% in Q2 2026, selling an estimated $6.58M and leaving 6,982 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Cerity Partners first reported a position in WEX in Q2 2018 and has held it in 14 quarters since. The position peaked at $7.86M in Q1 2026. 388 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Cerity Partners held 6,982 shares of WEX worth $985K as of Q2 2026.
  • Cerity Partners sold 44,383 WEX shares in Q2 2026, an estimated $6.58M.
  • WEX made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2017 holding.
  • Cerity Partners first reported a position in WEX in Q2 2018 and has held it in 14 quarters since.
  • Cerity Partners's WEX position peaked at $7.86M in Q1 2026.
  • 388 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.