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J. Safra Asset Management’s WEX WEX Stock Holding History

J. Safra Asset 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 		$3.67K Buy
26
+9
+53% +$1.33K ﹤0.01% 548
2026
Q1 		$2.6K Buy
17
+8
+89% +$1.25K ﹤0.01% 579
2025
Q4 		$1.34K Hold
9
– – ﹤0.01% 611
2025
Q3 		$1.42K Sell
9
-46
-84% -$7.61K ﹤0.01% 444
2025
Q2 		$8.08K Sell
55
-23
-29% -$3.09K ﹤0.01% 319
2025
Q1 		$12.2K Buy
78
+5
+7% +$823 ﹤0.01% 283
2024
Q4 		$12.5K Buy
73
+20
+38% +$3.75K ﹤0.01% 286
2024
Q3 		$11.1K Buy
+53
New +$9.88K ﹤0.01% 235

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

J. Safra Asset Management's WEX Position: Q2 2026 in Review

J. Safra Asset Management increased its WEX (WEX) stake by 53% in Q2 2026, buying an estimated $1.33K and bringing the position to 26 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

J. Safra Asset Management first reported a position in WEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.5K in Q4 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • J. Safra Asset Management held 26 shares of WEX worth $3.67K as of Q2 2026.
  • J. Safra Asset Management bought 9 WEX shares in Q2 2026, an estimated $1.33K.
  • WEX made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #548 holding.
  • J. Safra Asset Management first reported a position in WEX in Q3 2024 and has held it in 8 quarters since.
  • J. Safra Asset Management's WEX position peaked at $12.5K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.