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Hotchkis & Wiley Capital Management’s
WEX
WEX
Stock Holding History
Hotchkis & Wiley Capital 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
2026
Q1
$36.2M
Sell
236,598
-144,733
-38%
-$22.6M
0.11%
97
2025
Q4
$56.8M
Buy
381,331
+34,509
+10%
+$5.2M
0.17%
89
2025
Q3
$54.6M
Sell
346,822
-38,296
-10%
-$6.33M
0.17%
92
2025
Q2
$56.6M
Buy
385,118
+3,351
+0.9%
+$450K
0.18%
90
2025
Q1
$59.9M
Buy
381,767
+169,137
+80%
+$27.9M
0.2%
87
2024
Q4
$37.3M
Buy
212,630
+36,940
+21%
+$6.93M
0.12%
99
2024
Q3
$36.8M
Buy
175,690
+79,252
+82%
+$14.8M
0.12%
101
2024
Q2
$17.1M
Buy
96,438
+21,315
+28%
+$4.35M
0.06%
127
2024
Q1
$17.8M
Buy
75,123
+3
+0%
+$646
0.06%
129
2023
Q4
$14.6M
Sell
75,120
-24,510
-25%
-$4.44M
0.05%
129
2023
Q3
$18.7M
Hold
99,630
–
–
0.07%
120
2023
Q2
$18.1M
Sell
99,630
-7,200
-7%
-$1.28M
0.07%
117
2023
Q1
$19.6M
Hold
106,830
–
–
0.08%
114
2022
Q4
$17.5M
Buy
106,830
+18,870
+21%
+$2.94M
0.07%
121
2022
Q3
$11.2M
Buy
+87,960
New
+$13.8M
0.05%
128
2021
Q1
–
Sell
-16,470
Closed
-$3.35M
–
482
2020
Q4
$3.35M
Sell
16,470
-4,060
-20%
-$683K
0.01%
377
2020
Q3
$2.85M
Sell
20,530
-3,700
-15%
-$580K
0.01%
307
2020
Q2
$4M
Sell
24,230
-28,440
-54%
-$3.9M
0.02%
246
2020
Q1
$5.51M
Buy
+52,670
New
+$9.83M
0.03%
125
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IC
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$1.38B AUM
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1-Year Est. Return
VCM
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$4.04T AUM
VPM
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$1.91T AUM
AQR Capital Management
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$218B AUM
29.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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