Inspire Investing’s WEX WEX Stock Holding History

Inspire Investing’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	$634K	Buy	4,142 +321	+8%	+$50.2K	0.04%	411
2025 Q4	$569K	Buy	3,821 +300	+9%	+$45.2K	0.05%	290
2025 Q3	$555K	Buy	3,521 +277	+9%	+$45.8K	0.05%	281
2025 Q2	$477K	Buy	3,244 +656	+25%	+$88.1K	0.05%	288
2025 Q1	$406K	Buy	2,588 +87	+3%	+$14.3K	0.05%	292
2024 Q4	$438K	Buy	2,501 +283	+13%	+$53.1K	0.05%	337
2024 Q3	$465K	Buy	2,218 +1	+0%	+$186	0.05%	310
2024 Q2	$393K	Buy	2,217 +482	+28%	+$98.3K	0.05%	343
2024 Q1	$412K	Sell	1,735 -479	-22%	-$103K	0.04%	372
2023 Q4	$431K	Buy	2,214 +319	+17%	+$57.8K	0.05%	390
2023 Q3	$356K	Sell	1,895 -77	-4%	-$14.9K	0.05%	358
2023 Q2	$359K	Buy	1,972 +221	+13%	+$39.1K	0.04%	381
2023 Q1	$322K	Buy	1,751 +22	+1%	+$4.01K	0.04%	348
2022 Q4	$283K	Sell	1,729 -180	-9%	-$28K	0.04%	311
2022 Q3	$242K	Buy	1,909 +259	+16%	+$40.7K	0.03%	317
2022 Q2	$257K	Buy	1,650 +3	+0.2%	+$491	0.03%	310
2022 Q1	$294K	Sell	1,647 -128	-7%	-$20.9K	0.03%	321
2021 Q4	$249K	Buy	1,775 +410	+30%	+$62.7K	0.03%	542
2021 Q3	$240K	Buy	+1,365	New	+$249K	0.03%	413

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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