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Essential Partners’s WEX WEX Stock Holding History

Essential Partners’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 		$40.4K Sell
286
-1,165
-80% -$173K 0.02% 666
2026
Q1 		$222K Buy
1,451
+247
+21% +$38.6K 0.07% 272
2025
Q4 		$179K Buy
1,204
+1,017
+544% +$153K 0.06% 337
2025
Q3 		$29.5K Buy
187
+3
+2% +$496 0.01% 760
2025
Q2 		$27K Buy
+184
New +$24.7K 0.01% 592

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

Essential Partners's WEX Position: Q2 2026 in Review

Essential Partners reduced its WEX (WEX) stake by 80% in Q2 2026, selling an estimated $173K and leaving 286 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #666.

Essential Partners first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $222K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Essential Partners held 286 shares of WEX worth $40.4K as of Q2 2026.
  • Essential Partners sold 1,165 WEX shares in Q2 2026, an estimated $173K.
  • WEX made up 0.02% of Essential Partners's portfolio in Q2 2026, its #666 holding.
  • Essential Partners first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's WEX position peaked at $222K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.