Gillson Capital’s WEX WEX Stock Holding History

Gillson Capital’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	-36,400	Closed	-$5.35M	–	102
2025 Q2	$5.35M	Buy	+36,400	New	+$4.89M	0.41%	55

Other funds holding WEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Gillson Capital's WEX Position: Q3 2025 in Review

Gillson Capital sold out of WEX (WEX) in Q3 2025, closing a stake of 36,400 shares — an estimated $5.35M sold.

Gillson Capital first reported a position in WEX in Q2 2025 and held it in 1 quarter. The position peaked at $5.35M in Q2 2025. 391 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

Gillson Capital reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
Gillson Capital sold 36,400 WEX shares in Q3 2025, an estimated $5.35M.
Gillson Capital first reported a position in WEX in Q2 2025 and held it in 1 quarter.
Gillson Capital's WEX position peaked at $5.35M in Q2 2025.
391 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Gillson Capital's 13F filing for Q3 2025, filed 14 Nov 2025.