Cetera Investment Advisers
WEX icon

Cetera Investment Advisers’s WEX WEX Stock Holding History

Cetera Investment Advisers’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 		$670K Sell
4,379
-1,939
-31% -$303K ﹤0.01% 3248
2025
Q4 		$941K Buy
6,318
+552
+10% +$83.2K ﹤0.01% 2875
2025
Q3 		$908K Buy
5,766
+563
+11% +$93.1K ﹤0.01% 2853
2025
Q2 		$764K Buy
5,203
+1,109
+27% +$149K ﹤0.01% 2612
2025
Q1 		$643K Buy
4,094
+1,179
+40% +$194K ﹤0.01% 2636
2024
Q4 		$511K Sell
2,915
-807
-22% -$151K ﹤0.01% 2663
2024
Q3 		$781K Sell
3,722
-10,152
-73% -$1.89M ﹤0.01% 2299
2024
Q2 		$2.46M Buy
13,874
+585
+4% +$119K 0.01% 1417
2024
Q1 		$3.16M Buy
13,289
+11,899
+856% +$2.56M 0.01% 1251
2023
Q4 		$270K Buy
1,390
+237
+21% +$43K ﹤0.01% 1844
2023
Q3 		$217K Buy
+1,153
New +$223K ﹤0.01% 1930

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
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
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 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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return