Everence Capital Management’s WEX WEX Stock Holding History

Everence Capital Management’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 Q2	–	Sell	-1,680	Closed	-$264K	–	851
2025 Q1	$264K	Buy	+1,680	New	+$277K	0.02%	619

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everence Capital Management's WEX Position: Q2 2025 in Review

Everence Capital Management sold out of WEX (WEX) in Q2 2025, closing a stake of 1,680 shares — an estimated $264K sold.

Everence Capital Management first reported a position in WEX in Q1 2025 and held it in 1 quarter. The position peaked at $264K in Q1 2025. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

Everence Capital Management reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
Everence Capital Management sold 1,680 WEX shares in Q2 2025, an estimated $264K.
Everence Capital Management first reported a position in WEX in Q1 2025 and held it in 1 quarter.
Everence Capital Management's WEX position peaked at $264K in Q1 2025.
384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Everence Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.