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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

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fulcrum Asset Management's WEX Position: Q2 2026 in Review

Fulcrum Asset Management reduced its WEX (WEX) stake by 40% in Q2 2026, selling an estimated $852K and leaving 8,557 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #204.

Fulcrum Asset Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.22M in Q3 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Fulcrum Asset Management held 8,557 shares of WEX worth $1.17M as of Q2 2026.
  • Fulcrum Asset Management sold 5,748 WEX shares in Q2 2026, an estimated $852K.
  • WEX made up 0.12% of Fulcrum Asset Management's portfolio in Q2 2026, its #204 holding.
  • Fulcrum Asset Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's WEX position peaked at $2.22M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.