Dimensional Fund Advisors
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Dimensional Fund Advisors’s WEX WEX Stock Holding History

Dimensional Fund 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 		$105M Sell
686,135
-1,520
-0.2% -$238K 0.02% 1035
2025
Q4 		$102M Buy
687,655
+44,842
+7% +$6.76M 0.02% 1059
2025
Q3 		$101M Buy
642,813
+7,994
+1% +$1.32M 0.02% 1051
2025
Q2 		$93.3M Buy
634,819
+21,342
+3% +$2.87M 0.02% 1067
2025
Q1 		$96.3M Buy
613,477
+10,784
+2% +$1.78M 0.02% 1006
2024
Q4 		$106M Buy
602,693
+18,331
+3% +$3.44M 0.03% 978
2024
Q3 		$123M Buy
584,362
+88,835
+18% +$16.6M 0.03% 855
2024
Q2 		$87.8M Buy
495,527
+126,663
+34% +$25.8M 0.02% 1063
2024
Q1 		$87.6M Buy
368,864
+30,476
+9% +$6.56M 0.02% 1050
2023
Q4 		$65.8M Buy
338,388
+7,867
+2% +$1.43M 0.02% 1242
2023
Q3 		$62.2M Buy
330,521
+14,013
+4% +$2.71M 0.02% 1190
2023
Q2 		$57.6M Buy
316,508
+24,555
+8% +$4.35M 0.02% 1251
2023
Q1 		$53.7M Sell
291,953
-10,122
-3% -$1.84M 0.02% 1265
2022
Q4 		$49.4K Buy
302,075
+5,996
+2% +$933K 0.01% 1316
2022
Q3 		$37.6M Buy
296,079
+21,278
+8% +$3.34M 0.01% 1440
2022
Q2 		$42.7M Buy
274,801
+2,206
+0.8% +$361K 0.02% 1401
2022
Q1 		$48.6M Sell
272,595
-2,270
-0.8% -$370K 0.02% 1427
2021
Q4 		$38.6M Buy
274,865
+29,255
+12% +$4.47M 0.01% 1591
2021
Q3 		$43.3M Buy
245,610
+1,002
+0.4% +$183K 0.01% 1520
2021
Q2 		$47.4M Sell
244,608
-8,317
-3% -$1.71M 0.02% 1491
2021
Q1 		$52.9M Buy
252,925
+8,502
+3% +$1.79M 0.02% 1406
2020
Q4 		$49.7M Buy
244,423
+1,396
+0.6% +$235K 0.02% 1376
2020
Q3 		$33.8M Buy
243,027
+2,486
+1% +$390K 0.01% 1504
2020
Q2 		$39.7M Buy
240,541
+14,388
+6% +$1.97M 0.02% 1395
2020
Q1 		$23.6M Buy
226,153
+4,594
+2% +$858K 0.01% 1637
2019
Q4 		$46.4M Sell
221,559
-2,402
-1% -$482K 0.02% 1510
2019
Q3 		$45.3M Sell
223,961
-103,758
-32% -$21.5M 0.02% 1486
2019
Q2 		$68.2M Sell
327,719
-18,491
-5% -$3.72M 0.03% 1079
2019
Q1 		$66.5M Sell
346,210
-3,543
-1% -$599K 0.03% 1080
2018
Q4 		$49M Buy
349,753
+5,978
+2% +$984K 0.02% 1264
2018
Q3 		$69M Sell
343,775
-9,768
-3% -$1.87M 0.03% 1086
2018
Q2 		$67.3M Sell
353,543
-6,703
-2% -$1.17M 0.03% 1065
2018
Q1 		$56.4M Sell
360,246
-12,211
-3% -$1.84M 0.02% 1206
2017
Q4 		$52.6M Buy
372,457
+12,928
+4% +$1.62M 0.02% 1298
2017
Q3 		$40.3M Buy
359,529
+9,819
+3% +$1.06M 0.02% 1528
2017
Q2 		$36.5M Buy
349,710
+9,456
+3% +$973K 0.02% 1570
2017
Q1 		$35.2M Buy
340,254
+22,477
+7% +$2.5M 0.02% 1552
2016
Q4 		$35.5M Buy
317,777
+10,920
+4% +$1.18M 0.02% 1501
2016
Q3 		$33.2M Buy
306,857
+6,211
+2% +$608K 0.02% 1477
2016
Q2 		$26.7M Buy
300,646
+8,959
+3% +$799K 0.02% 1602
2016
Q1 		$24.3M Buy
291,687
+45,919
+19% +$3.32M 0.01% 1659
2015
Q4 		$21.7M Buy
245,768
+2,714
+1% +$246K 0.01% 1717
2015
Q3 		$21.1M Buy
243,054
+8,545
+4% +$851K 0.01% 1686
2015
Q2 		$26.7M Buy
234,509
+7,028
+3% +$798K 0.02% 1547
2015
Q1 		$24.4M Buy
227,481
+29,097
+15% +$2.94M 0.02% 1582
2014
Q4 		$19.6M Buy
198,384
+42,525
+27% +$4.53M 0.01% 1758
2014
Q3 		$17.2M Buy
155,859
+4,237
+3% +$466K 0.01% 1795
2014
Q2 		$15.9M Buy
151,622
+2,115
+1% +$202K 0.01% 1868
2014
Q1 		$14.2M Buy
149,507
+2,304
+2% +$211K 0.01% 1893
2013
Q4 		$14.6M Buy
147,203
+822
+0.6% +$77.2K 0.01% 1851
2013
Q3 		$12.8M Sell
146,381
-79,513
-35% -$6.72M 0.01% 1875
2013
Q2 		$17.3M Buy
+225,894
New +$16.8M 0.02% 1455

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 $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B 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

Dimensional Fund Advisors's WEX Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its WEX (WEX) stake by 0.22% in Q1 2026, selling an estimated $238K and leaving 686,135 shares worth $105M. The position accounts for 0.02% of the portfolio, ranked #1035.

Dimensional Fund Advisors first reported a position in WEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $123M in Q3 2024. 430 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Dimensional Fund Advisors held 686,135 shares of WEX worth $105M as of Q1 2026.
  • Dimensional Fund Advisors sold 1,520 WEX shares in Q1 2026, an estimated $238K.
  • WEX made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1035 holding.
  • Dimensional Fund Advisors first reported a position in WEX in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's WEX position peaked at $123M in Q3 2024.
  • 430 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.