InceptionR’s WEX WEX Stock Holding History

InceptionR’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	$569K	Buy	4,030 +2,656	+193%	+$393K	0.14%	279
2026 Q1	$210K	Buy	+1,374	New	+$215K	0.05%	574
2025 Q2	–	Sell	-2,698	Closed	-$424K	–	870
2025 Q1	$424K	Buy	2,698 +103	+4%	+$17K	0.13%	313
2024 Q4	$455K	Buy	+2,595	New	+$487K	0.1%	356

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

InceptionR's WEX Position: Q2 2026 in Review

InceptionR increased its WEX (WEX) stake by 193% in Q2 2026, buying an estimated $393K and bringing the position to 4,030 shares worth $569K. The position accounts for 0.14% of the portfolio, ranked #279.

InceptionR first reported a position in WEX in Q4 2024 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

InceptionR held 4,030 shares of WEX worth $569K as of Q2 2026.
InceptionR bought 2,656 WEX shares in Q2 2026, an estimated $393K.
WEX made up 0.14% of InceptionR's portfolio in Q2 2026, its #279 holding.
InceptionR first reported a position in WEX in Q4 2024 and has held it in 4 quarters since.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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