Cetera Investment Advisers
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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
Q2 		$588K Sell
4,171
-208
-5% -$30.8K ﹤0.01% 3553
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

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Cetera Investment Advisers's WEX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WEX (WEX) stake by 4.7% in Q2 2026, selling an estimated $30.8K and leaving 4,171 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Cetera Investment Advisers first reported a position in WEX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.16M in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Cetera Investment Advisers held 4,171 shares of WEX worth $588K as of Q2 2026.
  • Cetera Investment Advisers sold 208 WEX shares in Q2 2026, an estimated $30.8K.
  • WEX made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3553 holding.
  • Cetera Investment Advisers first reported a position in WEX in Q3 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's WEX position peaked at $3.16M in Q1 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.