Legacy Advisors’s WEX WEX Stock Holding History

Legacy Advisors’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 Q2	–	Sell	-4,090	Closed	-$642K	–	412
2025 Q1	$642K	Sell	4,090 -1,130	-22%	-$186K	0.07%	227
2024 Q4	$915K	Buy	5,220 +4,172	+398%	+$782K	0.09%	172
2024 Q3	$220K	Sell	1,048 -149	-12%	-$27.8K	0.02%	350
2024 Q2	$212K	Buy	+1,197	New	+$244K	0.03%	312

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Advisors's WEX Position: Q2 2025 in Review

Legacy Advisors sold out of WEX (WEX) in Q2 2025, closing a stake of 4,090 shares — an estimated $642K sold.

Legacy Advisors first reported a position in WEX in Q2 2024 and held it in 4 quarters. The position peaked at $915K in Q4 2024. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

Legacy Advisors reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 4,090 WEX shares in Q2 2025, an estimated $642K.
Legacy Advisors first reported a position in WEX in Q2 2024 and held it in 4 quarters.
Legacy Advisors's WEX position peaked at $915K in Q4 2024.
384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.