Krilogy Financial’s WEX WEX Stock Holding History

Krilogy Financial’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	-3,900	Closed	-$684K	–	1149
2026 Q1	$684K	Buy	3,900 +641	+20%	+$100K	0.02%	479
2025 Q4	$518K	Buy	+3,259	New	+$491K	0.02%	547

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

Krilogy Financial's WEX Position: Q2 2026 in Review

Krilogy Financial sold out of WEX (WEX) in Q2 2026, closing a stake of 3,900 shares — an estimated $684K sold.

Krilogy Financial first reported a position in WEX in Q4 2025 and held it in 2 quarters. The position peaked at $684K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Krilogy Financial reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 3,900 WEX shares in Q2 2026, an estimated $684K.
Krilogy Financial first reported a position in WEX in Q4 2025 and held it in 2 quarters.
Krilogy Financial's WEX position peaked at $684K in Q1 2026.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.