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Custom Index Systems’s WEX WEX Stock Holding History

Custom Index Systems’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 		$495K Sell
3,507
-136
-4% -$20.1K 0.18% 144
2026
Q1 		$558K Sell
3,643
-189
-5% -$29.5K 0.24% 115
2025
Q4 		$571K Buy
+3,832
New +$577K 0.25% 113

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Custom Index Systems's WEX Position: Q2 2026 in Review

Custom Index Systems reduced its WEX (WEX) stake by 3.7% in Q2 2026, selling an estimated $20.1K and leaving 3,507 shares worth $495K. The position accounts for 0.18% of the portfolio, ranked #144.

Custom Index Systems first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q4 2025. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Custom Index Systems held 3,507 shares of WEX worth $495K as of Q2 2026.
  • Custom Index Systems sold 136 WEX shares in Q2 2026, an estimated $20.1K.
  • WEX made up 0.18% of Custom Index Systems's portfolio in Q2 2026, its #144 holding.
  • Custom Index Systems first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Custom Index Systems's WEX position peaked at $571K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.