Empowered Funds’s WEX WEX Stock Holding History

Empowered Funds’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	$398K	Buy	2,598 +1,127	+77%	+$176K	﹤0.01%	1716
2025 Q4	$219K	Sell	1,471 -27,873	-95%	-$4.2M	﹤0.01%	924
2025 Q3	$4.62M	Buy	29,344 +25,513	+666%	+$4.22M	0.05%	514
2025 Q2	$563K	Buy	3,831 +1,323	+53%	+$178K	0.01%	1273
2025 Q1	$394K	Buy	+2,508	New	+$413K	0.01%	1312
2024 Q1	–	Sell	-8,059	Closed	-$1.57M	–	1446
2023 Q4	$1.57M	Buy	+8,059	New	+$1.46M	0.04%	607
2023 Q3	–	Sell	-4,722	Closed	-$860K	–	1278
2023 Q2	$860K	Buy	+4,722	New	+$836K	0.03%	650
2019 Q1	–	Sell	-8,023	Closed	-$1.12M	–	128
2018 Q4	$1.12M	Sell	8,023 -869	-10%	-$143K	0.48%	80
2018 Q3	$1.77M	Sell	8,892 -69	-0.8%	-$13.2K	0.52%	63
2018 Q2	$1.71M	Buy	+8,961	New	+$1.56M	0.54%	49
2017 Q2	–	Sell	-6,327	Closed	-$655K	–	117
2017 Q1	$655K	Buy	+6,327	New	+$702K	0.67%	80

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return