Gitterman Wealth Management’s WEX WEX Stock Holding History

Gitterman Wealth 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 Q3	–	Sell	-868	Closed	-$127K	–	332
2025 Q2	$127K	Buy	+868	New	+$117K	0.03%	217

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

Gitterman Wealth Management's WEX Position: Q3 2025 in Review

Gitterman Wealth Management sold out of WEX (WEX) in Q3 2025, closing a stake of 868 shares — an estimated $127K sold.

Gitterman Wealth Management first reported a position in WEX in Q2 2025 and held it in 1 quarter. The position peaked at $127K in Q2 2025. 391 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

Gitterman Wealth Management reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
Gitterman Wealth Management sold 868 WEX shares in Q3 2025, an estimated $127K.
Gitterman Wealth Management first reported a position in WEX in Q2 2025 and held it in 1 quarter.
Gitterman Wealth Management's WEX position peaked at $127K in Q2 2025.
391 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.