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Empirical Asset Management’s WEX WEX Stock Holding History

Empirical Asset Management’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 		– Sell
-4,794
Closed -$714K – 441
2025
Q4 		$714K Sell
4,794
-74
-2% -$11.2K 0.2% 145
2025
Q3 		$767K Buy
4,868
+714
+17% +$118K 0.21% 153
2025
Q2 		$610K Buy
4,154
+1,047
+34% +$141K 0.19% 172
2025
Q1 		$488K Buy
3,107
+832
+37% +$137K 0.17% 191
2024
Q4 		$240K Buy
+2,275
New +$427K 0.08% 270

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Empirical Asset Management's WEX Position: Q1 2026 in Review

Empirical Asset Management sold out of WEX (WEX) in Q1 2026, closing a stake of 4,794 shares — an estimated $714K sold.

Empirical Asset Management first reported a position in WEX in Q4 2024 and held it in 5 quarters. The position peaked at $767K in Q3 2025. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Empirical Asset Management reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Empirical Asset Management sold 4,794 WEX shares in Q1 2026, an estimated $714K.
  • Empirical Asset Management first reported a position in WEX in Q4 2024 and held it in 5 quarters.
  • Empirical Asset Management's WEX position peaked at $767K in Q3 2025.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.