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Dana Investment Advisors’s WEX WEX Stock Holding History

Dana Investment Advisors’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 		$3.76M Sell
24,582
-61
-0.2% -$9.54K 0.11% 217
2025
Q4 		$3.67M Sell
24,643
-24
-0.1% -$3.62K 0.11% 212
2025
Q3 		$3.89M Sell
24,667
-175
-0.7% -$28.9K 0.11% 201
2025
Q2 		$3.65M Sell
24,842
-404
-2% -$54.3K 0.12% 202
2025
Q1 		$3.96M Sell
25,246
-647
-2% -$107K 0.14% 182
2024
Q4 		$4.54M Sell
25,893
-1,480
-5% -$278K 0.15% 172
2024
Q3 		$5.74M Sell
27,373
-3,238
-11% -$603K 0.19% 149
2024
Q2 		$5.42M Sell
30,611
-388
-1% -$79.1K 0.18% 155
2024
Q1 		$7.36M Buy
+30,999
New +$6.67M 0.24% 117

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
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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