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Isthmus Partners’s WEX WEX Stock Holding History

Isthmus Partners’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
-2,549
Closed -$390K – 234
2026
Q1 		$390K Buy
2,549
+472
+23% +$73.8K 0.04% 157
2025
Q4 		$309K Buy
2,077
+54
+3% +$8.14K 0.03% 175
2025
Q3 		$319K Buy
2,023
+10
+0.5% +$1.65K 0.07% 101
2025
Q2 		$296K Buy
2,013
+26
+1% +$3.49K 0.03% 187
2025
Q1 		$312K Buy
1,987
+101
+5% +$16.6K 0.04% 180
2024
Q4 		$331K Buy
1,886
+108
+6% +$20.3K 0.04% 172
2024
Q3 		$373K Buy
1,778
+232
+15% +$43.2K 0.04% 153
2024
Q2 		$274K Buy
+1,546
New +$315K 0.03% 172

Other funds holding WEX

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Isthmus Partners's WEX Position: Q2 2026 in Review

Isthmus Partners sold out of WEX (WEX) in Q2 2026, closing a stake of 2,549 shares — an estimated $390K sold.

Isthmus Partners first reported a position in WEX in Q2 2024 and held it in 8 quarters. The position peaked at $390K in Q1 2026. 65 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Isthmus Partners reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Isthmus Partners sold 2,549 WEX shares in Q2 2026, an estimated $390K.
  • Isthmus Partners first reported a position in WEX in Q2 2024 and held it in 8 quarters.
  • Isthmus Partners's WEX position peaked at $390K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.