EP
WEX icon

Edgestream Partners’s WEX WEX Stock Holding History

Edgestream Partners’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
-8,568
Closed -$1.26M – 1082
2025
Q2 		$1.26M Buy
+8,568
New +$1.15M 0.04% 607
2024
Q4 		– Sell
-3,464
Closed -$727K – 1120
2024
Q3 		$727K Buy
+3,464
New +$646K 0.03% 633
2024
Q2 		– Sell
-4,352
Closed -$1.03M – 1060
2024
Q1 		$1.03M Buy
4,352
+2,972
+215% +$640K 0.05% 491
2023
Q4 		$268K Buy
+1,380
New +$250K 0.02% 742
2023
Q1 		– Sell
-5,779
Closed -$946K – 667
2022
Q4 		$946K Buy
+5,779
New +$900K 0.11% 270
2022
Q2 		– Sell
-1,157
Closed -$206K – 642
2022
Q1 		$206K Buy
+1,157
New +$189K 0.02% 515

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Edgestream Partners's WEX Position: Q3 2025 in Review

Edgestream Partners sold out of WEX (WEX) in Q3 2025, closing a stake of 8,568 shares — an estimated $1.26M sold.

Edgestream Partners first reported a position in WEX in Q1 2022 and held it in 6 quarters. The position peaked at $1.26M in Q2 2025. 392 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Edgestream Partners reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 8,568 WEX shares in Q3 2025, an estimated $1.26M.
  • Edgestream Partners first reported a position in WEX in Q1 2022 and held it in 6 quarters.
  • Edgestream Partners's WEX position peaked at $1.26M in Q2 2025.
  • 392 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.