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IEQ Capital’s WEX WEX Stock Holding History

IEQ 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 		– Sell
-108,008
Closed -$16.5M – 2203
2026
Q1 		$16.5M Buy
108,008
+38,956
+56% +$6.09M 0.08% 252
2025
Q4 		$10.3M Buy
69,052
+51,937
+303% +$7.83M 0.03% 336
2025
Q3 		$2.7M Buy
17,115
+8,634
+102% +$1.43M 0.01% 660
2025
Q2 		$1.25M Buy
8,481
+5,267
+164% +$707K 0.01% 786
2025
Q1 		$505K Sell
3,214
-11,443
-78% -$1.88M ﹤0.01% 975
2024
Q4 		$2.57M Buy
+14,657
New +$2.75M 0.02% 437
2024
Q3 		– Sell
-1,136
Closed -$201K – 1200
2024
Q2 		$201K Buy
1,136
+58
+5% +$11.8K ﹤0.01% 916
2024
Q1 		$256K Buy
1,078
+5
+0.5% +$1.08K ﹤0.01% 806
2023
Q4 		$209K Buy
+1,073
New +$195K ﹤0.01% 831
2022
Q4 		– Sell
-1,628
Closed -$207K – 899
2022
Q3 		$207K Buy
+1,628
New +$256K 0.01% 763
2022
Q2 		– Sell
-1,152
Closed -$206K – 863
2022
Q1 		$206K Buy
+1,152
New +$188K ﹤0.01% 761

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IEQ Capital's WEX Position: Q2 2026 in Review

IEQ Capital sold out of WEX (WEX) in Q2 2026, closing a stake of 108,008 shares — an estimated $16.5M sold.

IEQ Capital first reported a position in WEX in Q1 2022 and held it in 11 quarters. The position peaked at $16.5M in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • IEQ Capital reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 108,008 WEX shares in Q2 2026, an estimated $16.5M.
  • IEQ Capital first reported a position in WEX in Q1 2022 and held it in 11 quarters.
  • IEQ Capital's WEX position peaked at $16.5M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.