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Evolve Private Wealth’s WEX WEX Stock Holding History

Evolve Private 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 		$269K Sell
1,906
-207
-10% -$30.7K 0.02% 780
2026
Q1 		$323K Buy
2,113
+475
+29% +$74.2K 0.02% 756
2025
Q4 		$244K Buy
+1,638
New +$247K 0.01% 805

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

Evolve Private Wealth's WEX Position: Q2 2026 in Review

Evolve Private Wealth reduced its WEX (WEX) stake by 9.8% in Q2 2026, selling an estimated $30.7K and leaving 1,906 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #780.

Evolve Private Wealth first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Evolve Private Wealth held 1,906 shares of WEX worth $269K as of Q2 2026.
  • Evolve Private Wealth sold 207 WEX shares in Q2 2026, an estimated $30.7K.
  • WEX made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #780 holding.
  • Evolve Private Wealth first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's WEX position peaked at $323K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.