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International Assets Investment Management’s WEX WEX Stock Holding History

International Assets Investment 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
Q2 		$15.7K Buy
110
+6
+6% +$889 ﹤0.01% 1693
2026
Q1 		$15.6K Hold
104
– – ﹤0.01% 1573
2025
Q4 		$15.5K Buy
+104
New +$15.7K ﹤0.01% 1544
2024
Q4 		– Sell
-185
Closed -$38.8K – 1961
2024
Q3 		$38.8K Hold
185
– – ﹤0.01% 1152
2024
Q2 		$32.8K Buy
+185
New +$37.7K ﹤0.01% 1323
2023
Q2 		– Sell
-193
Closed -$35.5K – 1135
2023
Q1 		$35.5K Buy
+193
New +$35.2K 0.01% 729
2021
Q2 		– Sell
-545
Closed -$112K – 1901
2021
Q1 		$112K Buy
545
+194
+55% +$40.9K 0.01% 678
2020
Q4 		$71K Buy
+351
New +$59K 0.01% 727

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 $3.38T AUM 44.17% 1-Year Est. Return

International Assets Investment Management's WEX Position: Q2 2026 in Review

International Assets Investment Management increased its WEX (WEX) stake by 5.8% in Q2 2026, buying an estimated $889 and bringing the position to 110 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

International Assets Investment Management first reported a position in WEX in Q4 2020 and has held it in 8 quarters since. The position peaked at $112K in Q1 2021. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • International Assets Investment Management held 110 shares of WEX worth $15.7K as of Q2 2026.
  • International Assets Investment Management bought 6 WEX shares in Q2 2026, an estimated $889.
  • WEX made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1693 holding.
  • International Assets Investment Management first reported a position in WEX in Q4 2020 and has held it in 8 quarters since.
  • International Assets Investment Management's WEX position peaked at $112K in Q1 2021.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.