CYG
WEX icon

Clean Yield Group’s WEX WEX Stock Holding History

Clean Yield Group’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
Q2 		– Sell
-500
Closed -$78.5K – 453
2025
Q1 		$78.5K Hold
500
– – 0.03% 194
2024
Q4 		$87.7K Hold
500
– – 0.03% 188
2024
Q3 		$105K Hold
500
– – 0.03% 174
2024
Q2 		$88.6K Hold
500
– – 0.03% 178
2024
Q1 		$119K Hold
500
– – 0.05% 162
2023
Q4 		$97.3K Hold
500
– – 0.04% 178
2023
Q3 		$95.4K Hold
500
– – 0.04% 170
2023
Q2 		$91K Hold
500
– – 0.04% 185
2023
Q1 		$91.9K Buy
+500
New +$91.1K 0.04% 183

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clean Yield Group's WEX Position: Q2 2025 in Review

Clean Yield Group sold out of WEX (WEX) in Q2 2025, closing a stake of 500 shares — an estimated $78.5K sold.

Clean Yield Group first reported a position in WEX in Q1 2023 and held it in 9 quarters. The position peaked at $119K in Q1 2024. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

  • Clean Yield Group reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
  • Clean Yield Group sold 500 WEX shares in Q2 2025, an estimated $78.5K.
  • Clean Yield Group first reported a position in WEX in Q1 2023 and held it in 9 quarters.
  • Clean Yield Group's WEX position peaked at $119K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.