Financial Management Professionals’s WEX WEX Stock Holding History

Financial Management Professionals’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	$1.55K	Hold	11	–	–	﹤0.01%	820
2026 Q1	$1.68K	Hold	11	–	–	﹤0.01%	752
2025 Q4	$1.64K	Hold	11	–	–	﹤0.01%	748
2025 Q3	$1.73K	Hold	11	–	–	﹤0.01%	729
2025 Q2	$1.62K	Hold	11	–	–	﹤0.01%	771
2025 Q1	$1.73K	Hold	11	–	–	﹤0.01%	759
2024 Q4	$1.93K	Hold	11	–	–	﹤0.01%	736
2024 Q3	$2K	Hold	11	–	–	﹤0.01%	776
2024 Q2	$2K	Hold	11	–	–	﹤0.01%	733
2024 Q1	$3K	Hold	11	–	–	﹤0.01%	722
2023 Q4	$2K	Hold	11	–	–	﹤0.01%	791
2023 Q3	$2K	Hold	11	–	–	﹤0.01%	742
2023 Q2	$2K	Hold	11	–	–	﹤0.01%	777
2023 Q1	$2K	Hold	11	–	–	﹤0.01%	833
2022 Q4	$2K	Hold	11	–	–	﹤0.01%	781
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	884
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	792
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	824
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	763
2021 Q3	$2K	Sell	11 -2	-15%	-$365	﹤0.01%	754
2021 Q2	$3K	Buy	+13	New	+$2.67K	﹤0.01%	635

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

Financial Management Professionals's WEX Position: Q2 2026 in Review

Financial Management Professionals held its WEX (WEX) position steady in Q2 2026 at 11 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Financial Management Professionals first reported a position in WEX in Q2 2021 and has held it in 21 quarters since. The position peaked at $3K in Q1 2024. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Financial Management Professionals held 11 shares of WEX worth $1.55K as of Q2 2026.
Financial Management Professionals left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #820 holding.
Financial Management Professionals first reported a position in WEX in Q2 2021 and has held it in 21 quarters since.
Financial Management Professionals's WEX position peaked at $3K in Q1 2024.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.