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Inspire Advisors’s WEX WEX Stock Holding History

Inspire 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
Q2 		$203K Buy
1,439
+14
+1% +$2.07K 0.01% 689
2026
Q1 		$218K Buy
1,425
+53
+4% +$8.28K 0.02% 593
2025
Q4 		$204K Sell
1,372
-7
-0.5% -$1.05K 0.02% 499
2025
Q3 		$217K Buy
+1,379
New +$228K 0.02% 469
2024
Q4 		– Sell
-1,053
Closed -$221K – 463
2024
Q3 		$221K Buy
+1,053
New +$196K 0.03% 354
2024
Q2 		– Sell
-977
Closed -$232K – 480
2024
Q1 		$232K Buy
+977
New +$210K 0.03% 291

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

Inspire Advisors's WEX Position: Q2 2026 in Review

Inspire Advisors increased its WEX (WEX) stake by 0.98% in Q2 2026, buying an estimated $2.07K and bringing the position to 1,439 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #689.

Inspire Advisors first reported a position in WEX in Q1 2024 and has held it in 6 quarters since. The position peaked at $232K in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Inspire Advisors held 1,439 shares of WEX worth $203K as of Q2 2026.
  • Inspire Advisors bought 14 WEX shares in Q2 2026, an estimated $2.07K.
  • WEX made up 0.01% of Inspire Advisors's portfolio in Q2 2026, its #689 holding.
  • Inspire Advisors first reported a position in WEX in Q1 2024 and has held it in 6 quarters since.
  • Inspire Advisors's WEX position peaked at $232K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.