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Cresset Asset Management’s WEX WEX Stock Holding History

Cresset Asset Management’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
Q1 		– Sell
-1,167
Closed -$205K – 1873
2024
Q4 		$205K Sell
1,167
-6,208
-84% -$1.16M ﹤0.01% 1558
2024
Q3 		$1.55M Buy
7,375
+2,606
+55% +$486K 0.01% 945
2024
Q2 		$845K Buy
4,769
+201
+4% +$41K ﹤0.01% 1159
2024
Q1 		$1.09M Buy
4,568
+240
+6% +$51.6K 0.01% 936
2023
Q4 		$842K Sell
4,328
-129
-3% -$23.4K 0.01% 972
2023
Q3 		$838K Buy
4,457
+40
+0.9% +$7.72K 0.01% 939
2023
Q2 		$804K Buy
+4,417
New +$782K 0.01% 1049
2019
Q2 		– Sell
-205
Closed -$39K – 1708
2019
Q1 		$39K Buy
205
+115
+128% +$19.4K ﹤0.01% 852
2018
Q4 		$13K Buy
+90
New +$14.8K ﹤0.01% 804

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.44B AUM 28.5% 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return