Covestor
WEX icon

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
Q3 		$45K Buy
267
+132
+98% +$23.9K 0.03% 795
2026
Q2 		$19K Buy
135
+71
+111% +$10.5K 0.01% 1206
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return

Covestor's WEX Position: Q3 2026 in Review

Covestor increased its WEX (WEX) stake by 98% in Q3 2026, buying an estimated $23.9K and bringing the position to 267 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #795.

Covestor first reported a position in WEX in Q4 2021 and has held it in 20 quarters since. The position peaked at $87K in Q2 2023. 347 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Covestor held 267 shares of WEX worth $45K as of Q3 2026.
  • Covestor bought 132 WEX shares in Q3 2026, an estimated $23.9K.
  • WEX made up 0.03% of Covestor's portfolio in Q3 2026, its #795 holding.
  • Covestor first reported a position in WEX in Q4 2021 and has held it in 20 quarters since.
  • Covestor's WEX position peaked at $87K in Q2 2023.
  • 347 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.