Dunhill Financial’s WEX WEX Stock Holding History

Dunhill Financial’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	$423	Hold	3	–	–	﹤0.01%	1160
2026 Q1	$575	Buy	3 +2	+200%	+$313	﹤0.01%	1085
2025 Q4	$113	Buy	+1	New	+$151	﹤0.01%	1334

Other funds holding WEX

Jupiter Topco New York $245B AUM

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dunhill Financial's WEX Position: Q2 2026 in Review

Dunhill Financial held its WEX (WEX) position steady in Q2 2026 at 3 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Dunhill Financial first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $575 in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Dunhill Financial held 3 shares of WEX worth $423 as of Q2 2026.
Dunhill Financial left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1160 holding.
Dunhill Financial first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
Dunhill Financial's WEX position peaked at $575 in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.