Farther Finance Advisors’s WEX WEX Stock Holding History

Farther Finance 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	$110K	Buy	731 +42	+6%	+$6.57K	﹤0.01%	2443
2025 Q4	$103K	Buy	689 +563	+447%	+$84.8K	﹤0.01%	2331
2025 Q3	$19.8K	Buy	126 +33	+35%	+$5.46K	﹤0.01%	3047
2025 Q2	$13.7K	Sell	93 -179	-66%	-$24K	﹤0.01%	2908
2025 Q1	$43.8K	Buy	272 +168	+162%	+$27.7K	﹤0.01%	1967
2024 Q4	$18.2K	Sell	104 -4	-4%	-$750	﹤0.01%	2124
2024 Q3	$22.6K	Buy	108 +5	+5%	+$932	﹤0.01%	2033
2024 Q2	$18.1K	Buy	103 +23	+29%	+$4.69K	﹤0.01%	1813
2024 Q1	$19K	Buy	80 +5	+7%	+$1.08K	﹤0.01%	1510
2023 Q4	$14.6K	Buy	75 +59	+369%	+$10.7K	﹤0.01%	1448
2023 Q3	$3.01K	Hold	16	–	–	﹤0.01%	1698
2023 Q2	$2.91K	Sell	16 -166	-91%	-$29.4K	﹤0.01%	1623
2023 Q1	$33.5K	Buy	182 +2	+1%	+$364	0.01%	731
2022 Q4	$29.5K	Buy	+180	New	+$28K	0.01%	616

Other funds holding WEX

Janus Henderson Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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

Boston Partners

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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