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Jefferies Financial Group’s WEX WEX Stock Holding History

Jefferies Financial Group’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
2025
Q3 		– Sell
-5,652
Closed -$830K – 1709
2025
Q2 		$830K Buy
+5,652
New +$759K 0.01% 783
2023
Q3 		– Sell
-1,345
Closed -$245K – 2028
2023
Q2 		$245K Buy
+1,345
New +$238K ﹤0.01% 1378
2023
Q1 		– Sell
-2,905
Closed -$475K – 2033
2022
Q4 		$475K Buy
+2,905
New +$452K ﹤0.01% 1075

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jefferies Financial Group's WEX Position: Q3 2025 in Review

Jefferies Financial Group sold out of WEX (WEX) in Q3 2025, closing a stake of 5,652 shares — an estimated $830K sold.

Jefferies Financial Group first reported a position in WEX in Q4 2022 and held it in 3 quarters. The position peaked at $830K in Q2 2025. 391 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Jefferies Financial Group reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 5,652 WEX shares in Q3 2025, an estimated $830K.
  • Jefferies Financial Group first reported a position in WEX in Q4 2022 and held it in 3 quarters.
  • Jefferies Financial Group's WEX position peaked at $830K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.