EWA
WEX icon

EverSource Wealth Advisors’s WEX WEX Stock Holding History

EverSource 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
Q1 		$230K Buy
1,502
+415
+38% +$64.9K 0.01% 975
2025
Q4 		$162K Buy
1,087
+675
+164% +$102K 0.01% 1057
2025
Q3 		$64.9K Buy
412
+17
+4% +$2.81K ﹤0.01% 1519
2025
Q2 		$58K Buy
395
+387
+4,838% +$52K ﹤0.01% 1523
2025
Q1 		$1.26K Sell
8
-117
-94% -$19.3K ﹤0.01% 3146
2024
Q4 		$21.9K Buy
125
+110
+733% +$20.6K ﹤0.01% 1573
2024
Q3 		$3.15K Sell
15
-2
-12% -$373 ﹤0.01% 2403
2024
Q2 		$3.12K Sell
17
-1
-6% -$204 ﹤0.01% 2398
2024
Q1 		$3.8K Sell
18
-15
-45% -$3.23K ﹤0.01% 2172
2023
Q4 		$6.42K Buy
+33
New +$5.98K ﹤0.01% 1756

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 $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return