Empirical Wealth Management’s WEX WEX Stock Holding History

Empirical Wealth 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 Q2	–	Sell	-1,465	Closed	-$224K	–	1111
2026 Q1	$224K	Buy	+1,465	New	+$229K	﹤0.01%	906

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

Empirical Wealth Management's WEX Position: Q2 2026 in Review

Empirical Wealth Management sold out of WEX (WEX) in Q2 2026, closing a stake of 1,465 shares — an estimated $224K sold.

Empirical Wealth Management first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Empirical Wealth Management reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Empirical Wealth Management sold 1,465 WEX shares in Q2 2026, an estimated $224K.
Empirical Wealth Management first reported a position in WEX in Q1 2026 and held it in 1 quarter.
Empirical Wealth Management's WEX position peaked at $224K in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.