EF
WEX icon

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
Q2 		$5.1M Buy
36,137
+33,539
+1,291% +$4.97M 0.03% 700
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

JT
Jupiter Topco New York $245B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Empowered Funds's WEX Position: Q2 2026 in Review

Empowered Funds increased its WEX (WEX) stake by 1,291% in Q2 2026, buying an estimated $4.97M and bringing the position to 36,137 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #700.

Empowered Funds first reported a position in WEX in Q1 2017 and has held it in 12 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Empowered Funds held 36,137 shares of WEX worth $5.1M as of Q2 2026.
  • Empowered Funds bought 33,539 WEX shares in Q2 2026, an estimated $4.97M.
  • WEX made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #700 holding.
  • Empowered Funds first reported a position in WEX in Q1 2017 and has held it in 12 quarters since.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.