Holocene Advisors
WEX icon

Holocene Advisors’s WEX WEX Stock Holding History

Holocene Advisors’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
Q1 		– Sell
-22,851
Closed -$3.4M – 991
2025
Q4 		$3.4M Sell
22,851
-2,900
-11% -$437K 0.01% 423
2025
Q3 		$4.06M Sell
25,751
-25,248
-50% -$4.18M 0.01% 411
2025
Q2 		$7.49M Sell
50,999
-8,459
-14% -$1.14M 0.02% 314
2025
Q1 		$9.34M Buy
59,458
+16,137
+37% +$2.66M 0.03% 290
2024
Q4 		$7.6M Buy
43,321
+2,459
+6% +$461K 0.02% 326
2024
Q3 		$8.57M Buy
40,862
+11,583
+40% +$2.16M 0.03% 265
2024
Q2 		$5.19M Buy
+29,279
New +$5.97M 0.02% 315
2023
Q1 		– Sell
-112,940
Closed -$18.5M – 899
2022
Q4 		$18.5M Sell
112,940
-114,483
-50% -$17.8M 0.11% 191
2022
Q3 		$28.9M Sell
227,423
-3,939
-2% -$619K 0.19% 151
2022
Q2 		$36M Buy
231,362
+41,556
+22% +$6.8M 0.22% 136
2022
Q1 		$33.9M Buy
189,806
+150,186
+379% +$24.5M 0.18% 152
2021
Q4 		$5.56M Sell
39,620
-3,991
-9% -$610K 0.03% 307
2021
Q3 		$7.68M Buy
+43,611
New +$7.95M 0.04% 267

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 $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return