Jupiter Asset Management’s WEX WEX Stock Holding History

Jupiter 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	$563K	Buy	+3,989	New	+$591K	﹤0.01%	462
2024 Q1	–	Sell	-140,279	Closed	-$27.3M	–	542
2023 Q4	$27.3M	Buy	140,279 +71,158	+103%	+$12.9M	0.27%	112
2023 Q3	$13M	Buy	69,121 +30,962	+81%	+$5.98M	0.14%	177
2023 Q2	$6.94M	Buy	+38,159	New	+$6.76M	0.08%	249
2022 Q3	–	Sell	-22,800	Closed	-$3.55M	–	644
2022 Q2	$3.55M	Buy	+22,800	New	+$3.73M	0.05%	280
2022 Q1	–	Sell	-10,890	Closed	-$1.54M	–	622
2021 Q4	$1.54M	Sell	10,890 -3,229	-23%	-$494K	0.02%	386
2021 Q3	$2.49M	Sell	14,119 -1,858	-12%	-$339K	0.03%	324
2021 Q2	$3.1M	Sell	15,977 -58,627	-79%	-$12M	0.03%	354
2021 Q1	$15.6M	Buy	+74,604	New	+$15.7M	0.15%	166
2020 Q3	–	Sell	-21,691	Closed	-$3.58M	–	588
2020 Q2	$3.58M	Buy	+21,691	New	+$2.98M	0.12%	162
2020 Q1	–	Sell	-82,989	Closed	-$17.4M	–	225
2019 Q4	$17.4M	Sell	82,989 -84,529	-50%	-$17M	0.54%	42
2019 Q3	$33.8M	Buy	167,518 +45,927	+38%	+$9.51M	1.11%	14
2019 Q2	$25.3M	Buy	121,591 +41,754	+52%	+$8.4M	0.8%	30
2019 Q1	$15.3M	Buy	+79,837	New	+$13.5M	0.5%	55
2018 Q4	–	Sell	-59,565	Closed	-$11.8M	–	257
2018 Q3	$11.8M	Buy	59,565 +37,736	+173%	+$7.24M	0.34%	89
2018 Q2	$4.16M	Buy	21,829 +15,610	+251%	+$2.72M	0.12%	180
2018 Q1	$974K	Buy	+6,219	New	+$935K	0.03%	217

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Asset Management's WEX Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in WEX (WEX) in Q2 2026: 3,989 shares worth $563K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in WEX as recently as Q4 2023.

Jupiter Asset Management first reported a position in WEX in Q1 2018 and has held it in 17 quarters since. The position peaked at $33.8M in Q3 2019. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Jupiter Asset Management held 3,989 shares of WEX worth $563K as of Q2 2026.
WEX was a new Jupiter Asset Management position in Q2 2026.
WEX made up ﹤0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #462 holding.
Jupiter Asset Management first reported a position in WEX in Q1 2018 and has held it in 17 quarters since.
Jupiter Asset Management's WEX position peaked at $33.8M in Q3 2019.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.