EJF Capital’s WEX WEX Stock Holding History

EJF Capital’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	$1.52M	Buy	10,800 +1,500	+16%	+$222K	1.02%	39
2026 Q1	$1.42M	Hold	9,300	–	–	1%	42
2025 Q4	$1.39M	Hold	9,300	–	–	0.79%	49
2025 Q3	$1.47M	Hold	9,300	–	–	0.85%	49
2025 Q2	$1.37M	Hold	9,300	–	–	1.09%	38
2025 Q1	$1.46M	Buy	+9,300	New	+$1.53M	0.93%	43

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

EJF Capital's WEX Position: Q2 2026 in Review

EJF Capital increased its WEX (WEX) stake by 16% in Q2 2026, buying an estimated $222K and bringing the position to 10,800 shares worth $1.52M. The position accounts for 1.02% of the portfolio, ranked #39.

EJF Capital first reported a position in WEX in Q1 2025 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

EJF Capital held 10,800 shares of WEX worth $1.52M as of Q2 2026.
EJF Capital bought 1,500 WEX shares in Q2 2026, an estimated $222K.
WEX made up 1.02% of EJF Capital's portfolio in Q2 2026, its #39 holding.
EJF Capital first reported a position in WEX in Q1 2025 and has held it in 6 quarters since.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on EJF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.