Delta Investment Management’s WEX WEX Stock Holding History

Delta Investment 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
2026 Q1	–	Sell	-1,488	Closed	-$222K	–	313
2025 Q4	$222K	Buy	+1,488	New	+$224K	0.04%	259

Other funds holding WEX

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Delta Investment Management's WEX Position: Q1 2026 in Review

Delta Investment Management sold out of WEX (WEX) in Q1 2026, closing a stake of 1,488 shares — an estimated $222K sold.

Delta Investment Management first reported a position in WEX in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

Delta Investment Management reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
Delta Investment Management sold 1,488 WEX shares in Q1 2026, an estimated $222K.
Delta Investment Management first reported a position in WEX in Q4 2025 and held it in 1 quarter.
Delta Investment Management's WEX position peaked at $222K in Q4 2025.
434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.