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Fiduciary Trust’s WEX WEX Stock Holding History

Fiduciary Trust’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
2025
Q3 		– Sell
-2,901
Closed -$426K – 882
2025
Q2 		$426K Sell
2,901
-4
-0.1% -$537 0.01% 575
2025
Q1 		$456K Sell
2,905
-60
-2% -$9.88K 0.01% 538
2024
Q4 		$520K Buy
2,965
+60
+2% +$11.3K 0.01% 468
2024
Q3 		$609K Hold
2,905
– – 0.01% 445
2024
Q2 		$515K Hold
2,905
– – 0.01% 446
2024
Q1 		$690K Hold
2,905
– – 0.01% 406
2023
Q4 		$565K Hold
2,905
– – 0.01% 430
2023
Q3 		$546K Hold
2,905
– – 0.01% 419
2023
Q2 		$529K Buy
+2,905
New +$514K 0.01% 432
2017
Q3 		– Sell
-1,840
Closed -$192K – 513
2017
Q2 		$192K Buy
+1,840
New +$189K 0.01% 442

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fiduciary Trust's WEX Position: Q3 2025 in Review

Fiduciary Trust sold out of WEX (WEX) in Q3 2025, closing a stake of 2,901 shares — an estimated $426K sold.

Fiduciary Trust first reported a position in WEX in Q2 2017 and held it in 10 quarters. The position peaked at $690K in Q1 2024. 392 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Fiduciary Trust reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Trust sold 2,901 WEX shares in Q3 2025, an estimated $426K.
  • Fiduciary Trust first reported a position in WEX in Q2 2017 and held it in 10 quarters.
  • Fiduciary Trust's WEX position peaked at $690K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Fiduciary Trust's 13F filing for Q3 2025, filed 14 Nov 2025.