GC
WEX icon

Globeflex Capital’s WEX WEX Stock Holding History

Globeflex 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
Q1 		– Sell
-1,836
Closed -$322K – 471
2024
Q4 		$322K Sell
1,836
-764
-29% -$143K 0.03% 301
2024
Q3 		$545K Hold
2,600
– – 0.05% 254
2024
Q2 		$461K Hold
2,600
– – 0.05% 257
2024
Q1 		$618K Hold
2,600
– – 0.06% 236
2023
Q4 		$506K Hold
2,600
– – 0.05% 260
2023
Q3 		$489K Buy
2,600
+600
+30% +$116K 0.06% 247
2023
Q2 		$364K Buy
2,000
+1,600
+400% +$283K 0.04% 280
2023
Q1 		$73.6K Buy
+400
New +$72.9K 0.01% 419

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Globeflex Capital's WEX Position: Q1 2025 in Review

Globeflex Capital sold out of WEX (WEX) in Q1 2025, closing a stake of 1,836 shares — an estimated $322K sold.

Globeflex Capital first reported a position in WEX in Q1 2023 and held it in 8 quarters. The position peaked at $618K in Q1 2024. 421 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Globeflex Capital reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • Globeflex Capital sold 1,836 WEX shares in Q1 2025, an estimated $322K.
  • Globeflex Capital first reported a position in WEX in Q1 2023 and held it in 8 quarters.
  • Globeflex Capital's WEX position peaked at $618K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Globeflex Capital's 13F filing for Q1 2025, filed 12 May 2025.