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EP Wealth Advisors’s WEX WEX Stock Holding History

EP Wealth Advisors’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 		$396K Buy
2,810
+1,168
+71% +$173K ﹤0.01% 1139
2026
Q1 		$251K Buy
1,642
+71
+5% +$11.1K ﹤0.01% 1271
2025
Q4 		$234K Buy
+1,571
New +$237K ﹤0.01% 1290
2025
Q2 		$225K Buy
1,532
+223
+17% +$30K ﹤0.01% 1186
2025
Q1 		$206K Sell
1,309
-47
-3% -$7.74K ﹤0.01% 1117
2024
Q4 		$238K Buy
1,356
+158
+13% +$29.6K ﹤0.01% 978
2024
Q3 		$251K Buy
+1,198
New +$223K ﹤0.01% 932

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

EP Wealth Advisors's WEX Position: Q2 2026 in Review

EP Wealth Advisors increased its WEX (WEX) stake by 71% in Q2 2026, buying an estimated $173K and bringing the position to 2,810 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

EP Wealth Advisors first reported a position in WEX in Q3 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • EP Wealth Advisors held 2,810 shares of WEX worth $396K as of Q2 2026.
  • EP Wealth Advisors bought 1,168 WEX shares in Q2 2026, an estimated $173K.
  • WEX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1139 holding.
  • EP Wealth Advisors first reported a position in WEX in Q3 2024 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.