DTL
WEX icon

Dynamic Technology Lab’s WEX WEX Stock Holding History

Dynamic Technology Lab’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
2025
Q3 		– Sell
-1,682
Closed -$247K – 1259
2025
Q2 		$247K Buy
+1,682
New +$226K 0.03% 742
2024
Q2 		– Sell
-2,950
Closed -$701K – 1438
2024
Q1 		$701K Buy
+2,950
New +$635K 0.07% 470
2023
Q1 		– Sell
-4,690
Closed -$768K – 1546
2022
Q4 		$768K Buy
4,690
+1,590
+51% +$248K 0.08% 429
2022
Q3 		$394K Buy
+3,100
New +$487K 0.04% 717
2022
Q2 		– Sell
-13,530
Closed -$2.41M – 1580
2022
Q1 		$2.41M Buy
+13,530
New +$2.21M 0.28% 46
2020
Q2 		– Sell
-2,301
Closed -$241K – 1386
2020
Q1 		$241K Buy
+2,301
New +$430K 0.05% 683
2019
Q1 		– Sell
-5,487
Closed -$769K – 1369
2018
Q4 		$769K Buy
+5,487
New +$903K 0.13% 240
2017
Q4 		– Sell
-3,210
Closed -$361K – 1374
2017
Q3 		$361K Buy
+3,210
New +$348K 0.06% 606
2017
Q2 		– Sell
-3,202
Closed -$332K – 1349
2017
Q1 		$332K Buy
+3,202
New +$355K 0.08% 513

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return