Evoke Wealth’s WEX WEX Stock Holding History

Evoke Wealth’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	–	Sell	-1,469	Closed	-$225K	–	672
2026 Q1	$225K	Buy	+1,469	New	+$230K	﹤0.01%	627
2020 Q3	–	Sell	-276	Closed	-$46K	–	1142
2020 Q2	$46K	Buy	+276	New	+$37.9K	﹤0.01%	359

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

Evoke Wealth's WEX Position: Q2 2026 in Review

Evoke Wealth sold out of WEX (WEX) in Q2 2026, closing a stake of 1,469 shares — an estimated $225K sold.

Evoke Wealth first reported a position in WEX in Q2 2020 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Evoke Wealth reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,469 WEX shares in Q2 2026, an estimated $225K.
Evoke Wealth first reported a position in WEX in Q2 2020 and held it in 2 quarters.
Evoke Wealth's WEX position peaked at $225K in Q1 2026.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.