Clifford Capital Partners’s WEX WEX Stock Holding History

Clifford Capital Partners’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	$17.9M	Buy	127,062 +34,805	+38%	+$5.16M	2.47%	23
2026 Q1	$14.1M	Sell	92,257 -3,069	-3%	-$480K	2.35%	26
2025 Q4	$14.2M	Buy	+95,326	New	+$14.4M	2.41%	26
2025 Q2	–	Sell	-1,737	Closed	-$273K	–	54
2025 Q1	$273K	Buy	+1,737	New	+$286K	0.06%	41

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clifford Capital Partners's WEX Position: Q2 2026 in Review

Clifford Capital Partners increased its WEX (WEX) stake by 38% in Q2 2026, buying an estimated $5.16M and bringing the position to 127,062 shares worth $17.9M. The position accounts for 2.47% of the portfolio, ranked #23.

Clifford Capital Partners first reported a position in WEX in Q1 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Clifford Capital Partners held 127,062 shares of WEX worth $17.9M as of Q2 2026.
Clifford Capital Partners bought 34,805 WEX shares in Q2 2026, an estimated $5.16M.
WEX made up 2.47% of Clifford Capital Partners's portfolio in Q2 2026, its #23 holding.
Clifford Capital Partners first reported a position in WEX in Q1 2025 and has held it in 4 quarters since.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Clifford Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.