F.L. Putnam Investment Management’s WEX WEX Stock Holding History

F.L. Putnam Investment 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
2026 Q2	–	Sell	-1,467	Closed	-$225K	–	676
2026 Q1	$225K	Sell	1,467 -498	-25%	-$77.8K	﹤0.01%	541
2025 Q4	$293K	Sell	1,965 -571	-23%	-$86K	﹤0.01%	515
2025 Q3	$399K	Sell	2,536 -125	-5%	-$20.7K	0.01%	455
2025 Q2	$391K	Sell	2,661 -882	-25%	-$118K	0.01%	461
2025 Q1	$556K	Sell	3,543 -499	-12%	-$82.2K	0.01%	395
2024 Q4	$709K	Hold	4,042	–	–	0.01%	362
2024 Q3	$848K	Buy	+4,042	New	+$753K	0.02%	348

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 $3.38T AUM 44.17% 1-Year Est. Return

F.L. Putnam Investment Management's WEX Position: Q2 2026 in Review

F.L. Putnam Investment Management sold out of WEX (WEX) in Q2 2026, closing a stake of 1,467 shares — an estimated $225K sold.

F.L. Putnam Investment Management first reported a position in WEX in Q3 2024 and held it in 7 quarters. The position peaked at $848K in Q3 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

F.L. Putnam Investment Management reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
F.L. Putnam Investment Management sold 1,467 WEX shares in Q2 2026, an estimated $225K.
F.L. Putnam Investment Management first reported a position in WEX in Q3 2024 and held it in 7 quarters.
F.L. Putnam Investment Management's WEX position peaked at $848K in Q3 2024.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.