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
2026 Q2	$6.43M	Buy	+45,608	New	+$6.76M	0.38%	63
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

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

Gillson Capital's WEX Position: Q2 2026 in Review

Gillson Capital opened a new position in WEX (WEX) in Q2 2026: 45,608 shares worth $6.43M. The stake represents 0.38% of the portfolio and ranks #63 among its holdings. This is a return to the name: Gillson Capital previously reported a position in WEX as recently as Q2 2025.

Gillson Capital first reported a position in WEX in Q2 2025 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Gillson Capital held 45,608 shares of WEX worth $6.43M as of Q2 2026.
WEX was a new Gillson Capital position in Q2 2026.
WEX made up 0.38% of Gillson Capital's portfolio in Q2 2026, its #63 holding.
Gillson Capital first reported a position in WEX in Q2 2025 and has held it in 2 quarters since.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.