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Clark Asset Management’s WEX WEX Stock Holding History

Clark Asset Management’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 		$461K Hold
3,265
– – 0.04% 166
2026
Q1 		$500K Hold
3,265
– – 0.05% 132
2025
Q4 		$486K Hold
3,265
– – 0.05% 126
2025
Q3 		$514K Hold
3,265
– – 0.06% 119
2025
Q2 		$480K Buy
+3,265
New +$439K 0.07% 109

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

Clark Asset Management's WEX Position: Q2 2026 in Review

Clark Asset Management held its WEX (WEX) position steady in Q2 2026 at 3,265 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #166.

Clark Asset Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $514K in Q3 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Clark Asset Management held 3,265 shares of WEX worth $461K as of Q2 2026.
  • Clark Asset Management left its WEX share count unchanged in Q2 2026.
  • WEX made up 0.04% of Clark Asset Management's portfolio in Q2 2026, its #166 holding.
  • Clark Asset Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
  • Clark Asset Management's WEX position peaked at $514K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.