Citigroup
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Citigroup’s WEX WEX Stock Holding History

Citigroup’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
2019
Q1 		– Sell
-40,000
Closed -$5.6M – 7835
2018
Q4 		$5.6M Buy
+40,000
New +$6.58M 0.01% 1713

Other funds holding WEX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Citigroup's WEX Position: Q3 2026 in Review

Citigroup increased its WEX (WEX) stake by 196% in Q3 2026, buying an estimated $5.64M and bringing the position to 46,992 shares worth $7.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Citigroup first reported a position in WEX in Q2 2013 and has held it in 54 quarters since. The position peaked at $55.7M in Q4 2020. 150 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Citigroup held 46,992 shares of WEX worth $7.93M as of Q3 2026.
  • Citigroup bought 31,094 WEX shares in Q3 2026, an estimated $5.64M.
  • WEX made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #1797 holding.
  • Citigroup first reported a position in WEX in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's WEX position peaked at $55.7M in Q4 2020.
  • 150 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.