Equitable Trust’s WEX WEX Stock Holding History

Equitable Trust’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	$337K	Buy	2,387 +542	+29%	+$80.3K	0.01%	375
2026 Q1	$282K	Sell	1,845 -137	-7%	-$21.4K	0.01%	415
2025 Q4	$295K	Buy	+1,982	New	+$299K	0.01%	393

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

Equitable Trust's WEX Position: Q2 2026 in Review

Equitable Trust increased its WEX (WEX) stake by 29% in Q2 2026, buying an estimated $80.3K and bringing the position to 2,387 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #375.

Equitable Trust first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Equitable Trust held 2,387 shares of WEX worth $337K as of Q2 2026.
Equitable Trust bought 542 WEX shares in Q2 2026, an estimated $80.3K.
WEX made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #375 holding.
Equitable Trust first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.