Kestrel Investment Management’s WEX WEX Stock Holding History

Kestrel 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	$5.21M	Buy	+36,900	New	+$5.47M	2.83%	17

Other funds holding WEX

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kestrel Investment Management's WEX Position: Q2 2026 in Review

Kestrel Investment Management opened a new position in WEX (WEX) in Q2 2026: 36,900 shares worth $5.21M. The stake represents 2.83% of the portfolio and ranks #17 among its holdings.

123 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Kestrel Investment Management held 36,900 shares of WEX worth $5.21M as of Q2 2026.
WEX was a new Kestrel Investment Management position in Q2 2026.
WEX made up 2.83% of Kestrel Investment Management's portfolio in Q2 2026, its #17 holding.
123 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Kestrel Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.