CI Investments Inc
WEX icon

CI Investments Inc’s WEX WEX Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-136
Closed -$21K – 1245
2025
Q3 		$21K Buy
136
+15
+12% +$2.48K ﹤0.01% 1160
2025
Q2 		$18K Sell
121
-3
-2% -$403 ﹤0.01% 1177
2025
Q1 		$19K Sell
124
-6
-5% -$988 ﹤0.01% 1172
2024
Q4 		$23K Buy
130
+30
+30% +$5.63K ﹤0.01% 1148
2024
Q3 		$21K Buy
100
+27
+37% +$5.03K ﹤0.01% 1114
2024
Q2 		$13K Sell
73
-9
-11% -$1.84K ﹤0.01% 1129
2024
Q1 		$19K Buy
82
+17
+26% +$3.66K ﹤0.01% 1112
2023
Q4 		$13K Hold
65
– – ﹤0.01% 1130
2023
Q3 		$12K Buy
65
+5
+8% +$965 ﹤0.01% 1157
2023
Q2 		$11K Buy
60
+58
+2,900% +$10.3K ﹤0.01% 1161
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1320
2022
Q4 		$0 Hold
2
– – ﹤0.01% 1388
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1377
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1426
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1452
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1457
2021
Q3 		$0 Buy
+2
New +$365 ﹤0.01% 1412

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CI Investments Inc's WEX Position: Q4 2025 in Review

CI Investments Inc sold out of WEX (WEX) in Q4 2025, closing a stake of 136 shares — an estimated $21K sold.

CI Investments Inc first reported a position in WEX in Q3 2021 and held it in 17 quarters. The position peaked at $23K in Q4 2024. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • CI Investments Inc reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 136 WEX shares in Q4 2025, an estimated $21K.
  • CI Investments Inc first reported a position in WEX in Q3 2021 and held it in 17 quarters.
  • CI Investments Inc's WEX position peaked at $23K in Q4 2024.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.