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Fulcrum Asset Management’s WEX WEX Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-13,555
Closed -$1.65M – 379
2025
Q1 		$1.65M Buy
+13,555
New +$2.23M 0.32% 83

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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

Fulcrum Asset Management's WEX Position: Q1 2026 in Review

Fulcrum Asset Management increased its WEX (WEX) stake by 4.7% in Q1 2026, buying an estimated $101K and bringing the position to 14,305 shares worth $2.19M. The position accounts for 0.33% of the portfolio, ranked #77.

Fulcrum Asset Management first reported a position in WEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.22M in Q3 2025. 431 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Fulcrum Asset Management held 14,305 shares of WEX worth $2.19M as of Q1 2026.
  • Fulcrum Asset Management bought 647 WEX shares in Q1 2026, an estimated $101K.
  • WEX made up 0.33% of Fulcrum Asset Management's portfolio in Q1 2026, its #77 holding.
  • Fulcrum Asset Management first reported a position in WEX in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's WEX position peaked at $2.22M in Q3 2025.
  • 431 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.