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Legato Capital Management’s WEX WEX Stock Holding History

Legato Capital 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 		– Sell
-2,134
Closed -$327K – 858
2026
Q1 		$327K Sell
2,134
-336
-14% -$52.5K 0.03% 615
2025
Q4 		$368K Buy
2,470
+398
+19% +$60K 0.03% 639
2025
Q3 		$326K Hold
2,072
– – 0.04% 484
2025
Q2 		$304K Buy
2,072
+505
+32% +$67.8K 0.04% 496
2025
Q1 		$246K Sell
1,567
-146
-9% -$24K 0.03% 504
2024
Q4 		$300K Hold
1,713
– – 0.04% 499
2024
Q3 		$359K Buy
+1,713
New +$319K 0.04% 483

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legato Capital Management's WEX Position: Q2 2026 in Review

Legato Capital Management sold out of WEX (WEX) in Q2 2026, closing a stake of 2,134 shares — an estimated $327K sold.

Legato Capital Management first reported a position in WEX in Q3 2024 and held it in 7 quarters. The position peaked at $368K in Q4 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Legato Capital Management reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Legato Capital Management sold 2,134 WEX shares in Q2 2026, an estimated $327K.
  • Legato Capital Management first reported a position in WEX in Q3 2024 and held it in 7 quarters.
  • Legato Capital Management's WEX position peaked at $368K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.