Envestnet Portfolio Solutions
WEX icon

Envestnet Portfolio Solutions’s WEX WEX Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-1,931
Closed -$339K – 1785
2024
Q4 		$339K Sell
1,931
-390
-17% -$73.1K ﹤0.01% 1442
2024
Q3 		$487K Buy
2,321
+988
+74% +$184K ﹤0.01% 1217
2024
Q2 		$236K Sell
1,333
-920
-41% -$188K ﹤0.01% 1509
2024
Q1 		$535K Buy
2,253
+299
+15% +$64.3K ﹤0.01% 1098
2023
Q4 		$380K Buy
1,954
+17
+0.9% +$3.08K ﹤0.01% 1174
2023
Q3 		$364K Buy
+1,937
New +$374K ﹤0.01% 1131

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Envestnet Portfolio Solutions's WEX Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of WEX (WEX) in Q1 2025, closing a stake of 1,931 shares — an estimated $339K sold.

Envestnet Portfolio Solutions first reported a position in WEX in Q3 2023 and held it in 6 quarters. The position peaked at $535K in Q1 2024. 421 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,931 WEX shares in Q1 2025, an estimated $339K.
  • Envestnet Portfolio Solutions first reported a position in WEX in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's WEX position peaked at $535K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.