CIBC Private Wealth Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $433K | Sell |
2,909
-52
| -2% | -$7.83K | ﹤0.01% | 929 |
|
|
2025
Q3 | $466K | Sell |
2,961
-384
| -11% | -$63.5K | ﹤0.01% | 880 |
|
|
2025
Q2 | $491K | Sell |
3,345
-271
| -7% | -$36.4K | ﹤0.01% | 843 |
|
|
2025
Q1 | $410K | Sell |
3,616
-221
| -6% | -$36.4K | ﹤0.01% | 860 |
|
|
2024
Q4 | $671K | Sell |
3,837
-151
| -4% | -$28.3K | ﹤0.01% | 787 |
|
|
2024
Q3 | $836K | Buy |
3,988
+304
| +8% | +$56.7K | ﹤0.01% | 731 |
|
|
2024
Q2 | $659K | Sell |
3,684
-76
| -2% | -$15.5K | ﹤0.01% | 746 |
|
|
2024
Q1 | $892K | Sell |
3,760
-11
| -0.3% | -$2.37K | ﹤0.01% | 695 |
|
|
2023
Q4 | $734K | Buy |
3,771
+219
| +6% | +$39.7K | ﹤0.01% | 711 |
|
|
2023
Q3 | $668K | Buy |
+3,552
| New | +$686K | ﹤0.01% | 690 |
|
|
2020
Q2 | – | Sell |
-90,771
| Closed | -$9.49M | – | 824 |
|
|
2020
Q1 | $9.49M | Sell |
90,771
-1,326
| -1% | -$248K | 0.04% | 252 |
|
|
2019
Q4 | $19.3M | Buy |
92,097
+1,279
| +1% | +$256K | 0.06% | 209 |
|
|
2019
Q3 | $18.4M | Sell |
90,818
-259
| -0.3% | -$53.6K | 0.06% | 207 |
|
|
2019
Q2 | $19M | Sell |
91,077
-23
| -0% | -$4.63K | 0.07% | 213 |
|
|
2019
Q1 | $17.5M | Sell |
91,100
-1,175
| -1% | -$199K | 0.07% | 217 |
|
|
2018
Q4 | $12.9M | Buy |
92,275
+679
| +0.7% | +$112K | 0.06% | 237 |
|
|
2018
Q3 | $18.4M | Sell |
91,596
-456
| -0.5% | -$87.5K | 0.07% | 221 |
|
|
2018
Q2 | $17.5M | Buy |
92,052
+2,065
| +2% | +$360K | 0.07% | 218 |
|
|
2018
Q1 | $14.1M | Buy |
89,987
+1,307
| +1% | +$196K | 0.06% | 244 |
|
|
2017
Q4 | $12.5M | Buy |
88,680
+995
| +1% | +$125K | 0.05% | 267 |
|
|
2017
Q3 | $9.84M | Sell |
87,685
-2,327
| -3% | -$252K | 0.04% | 281 |
|
|
2017
Q2 | $9.39M | Buy |
90,012
+6,071
| +7% | +$625K | 0.06% | 223 |
|
|
2017
Q1 | $8.69M | Sell |
83,941
-3,956
| -5% | -$439K | 0.05% | 233 |
|
|
2016
Q4 | $9.81M | Buy |
87,897
+1,929
| +2% | +$209K | 0.06% | 213 |
|
|
2016
Q3 | $9.29M | Buy |
85,968
+1,435
| +2% | +$141K | 0.06% | 220 |
|
|
2016
Q2 | $7.5M | Buy |
84,533
+891
| +1% | +$79.5K | 0.05% | 231 |
|
|
2016
Q1 | $6.97M | Buy |
83,642
+1,603
| +2% | +$116K | 0.05% | 234 |
|
|
2015
Q4 | $7.25M | Buy |
82,039
+843
| +1% | +$76.5K | 0.06% | 230 |
|
|
2015
Q3 | $7.05M | Buy |
81,196
+864
| +1% | +$86.1K | 0.06% | 235 |
|
|
2015
Q2 | $9.15M | Buy |
80,332
+808
| +1% | +$91.7K | 0.07% | 223 |
|
|
2015
Q1 | $8.54M | Buy |
79,524
+4,365
| +6% | +$440K | 0.06% | 223 |
|
|
2014
Q4 | $7.43M | Sell |
75,159
-283
| -0.4% | -$30.1K | 0.06% | 235 |
|
|
2014
Q3 | $8.32M | Sell |
75,442
-72
| -0.1% | -$7.91K | 0.07% | 213 |
|
|
2014
Q2 | $7.93M | Sell |
75,514
-837
| -1% | -$80K | 0.06% | 218 |
|
|
2014
Q1 | $7.41M | Buy |
+76,351
| New | +$6.99M | 0.06% | 222 |
|
Other funds holding WEX
PCM
IC
CIBC Private Wealth Group's WEX Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its WEX (WEX) stake by 1.8% in Q4 2025, selling an estimated $7.83K and leaving 2,909 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #929.
CIBC Private Wealth Group first reported a position in WEX in Q1 2014 and has held it in 35 quarters since. The position peaked at $19.3M in Q4 2019. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.
- CIBC Private Wealth Group held 2,909 shares of WEX worth $433K as of Q4 2025.
- CIBC Private Wealth Group sold 52 WEX shares in Q4 2025, an estimated $7.83K.
- WEX made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #929 holding.
- CIBC Private Wealth Group first reported a position in WEX in Q1 2014 and has held it in 35 quarters since.
- CIBC Private Wealth Group's WEX position peaked at $19.3M in Q4 2019.
- 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.