Covestor’s WEX WEX Stock Holding History

Covestor’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 Q1	$10K	Buy	64 +7	+12%	+$1.09K	0.01%	1432
2025 Q4	$9K	Hold	57	–	–	﹤0.01%	1662
2025 Q3	$9K	Sell	57 -33	-37%	-$5.46K	0.01%	1695
2025 Q2	$13K	Buy	90 +32	+55%	+$4.3K	0.01%	1434
2025 Q1	$9K	Sell	58 -68	-54%	-$11.2K	0.01%	1591
2024 Q4	$22K	Sell	126 -151	-55%	-$28.3K	0.01%	1163
2024 Q3	$58K	Buy	277 +89	+47%	+$16.6K	0.04%	822
2024 Q2	$33K	Buy	188 +1	+0.5%	+$204	0.02%	1024
2024 Q1	$44K	Buy	187 +131	+234%	+$28.2K	0.03%	937
2023 Q4	$11K	Sell	56 -45	-45%	-$8.16K	0.01%	1525
2023 Q3	$19K	Sell	101 -374	-79%	-$72.2K	0.01%	1139
2023 Q2	$87K	Buy	475 +82	+21%	+$14.5K	0.07%	525
2023 Q1	$72K	Buy	393 +90	+30%	+$16.4K	0.06%	555
2022 Q4	$50K	Sell	303 -1	-0.3%	-$156	0.04%	730
2022 Q3	$39K	Buy	304 +247	+433%	+$38.8K	0.03%	793
2022 Q2	$9K	Hold	57	–	–	0.01%	1268
2022 Q1	$10K	Buy	57 +25	+78%	+$4.08K	0.01%	1327
2021 Q4	$5K	Buy	+32	New	+$4.89K	0.01%	1353

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return