Lido Advisors’s WEX WEX Stock Holding History

Lido 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
2026 Q2	–	Sell	-1,319	Closed	-$202K	–	2279
2026 Q1	$202K	Buy	+1,319	New	+$206K	﹤0.01%	1775

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

Lido Advisors's WEX Position: Q2 2026 in Review

Lido Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 1,319 shares — an estimated $202K sold.

Lido Advisors first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Lido Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 1,319 WEX shares in Q2 2026, an estimated $202K.
Lido Advisors first reported a position in WEX in Q1 2026 and held it in 1 quarter.
Lido Advisors's WEX position peaked at $202K in Q1 2026.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.