Connor, Clark & Lunn Investment Management (CC&L)’s WEX WEX Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$5.39M	Buy	38,186 +19,177	+101%	+$2.84M	0.01%	705
2026 Q1	$2.91M	Sell	19,009 -478	-2%	-$74.7K	0.01%	846
2025 Q4	$2.9M	Buy	+19,487	New	+$2.94M	0.01%	823
2025 Q3	–	Sell	-2,304	Closed	-$338K	–	1743
2025 Q2	$338K	Buy	+2,304	New	+$309K	﹤0.01%	1335
2022 Q4	–	Sell	-6,245	Closed	-$793K	–	1443
2022 Q3	$793K	Sell	6,245 -2,441	-28%	-$384K	0.01%	704
2022 Q2	$1.35M	Buy	8,686 +5,241	+152%	+$858K	0.01%	554
2022 Q1	$615K	Buy	+3,445	New	+$562K	﹤0.01%	744
2020 Q3	–	Sell	-6,582	Closed	-$1.09M	–	1140
2020 Q2	$1.09M	Sell	6,582 -22,523	-77%	-$3.09M	0.01%	591
2020 Q1	$3.04M	Buy	+29,105	New	+$5.43M	0.03%	334

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

Connor, Clark & Lunn Investment Management (CC&L)'s WEX Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its WEX (WEX) stake by 101% in Q2 2026, buying an estimated $2.84M and bringing the position to 38,186 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #705.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WEX in Q1 2020 and has held it in 9 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 38,186 shares of WEX worth $5.39M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 19,177 WEX shares in Q2 2026, an estimated $2.84M.
WEX made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #705 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WEX in Q1 2020 and has held it in 9 quarters since.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.