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Lighthouse Investment Partners’s WEX WEX Stock Holding History

Lighthouse Investment Partners’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 		$2.36M Buy
+16,747
New +$2.48M 0.06% 347
2026
Q1 		– Sell
-8,106
Closed -$1.21M – 1096
2025
Q4 		$1.21M Sell
8,106
-3,618
-31% -$545K 0.04% 444
2025
Q3 		$1.85M Buy
11,724
+6,563
+127% +$1.09M 0.06% 349
2025
Q2 		$758K Sell
5,161
-10,947
-68% -$1.47M 0.03% 413
2025
Q1 		$2.53M Buy
+16,108
New +$2.65M 0.1% 236

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

Lighthouse Investment Partners's WEX Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in WEX (WEX) in Q2 2026: 16,747 shares worth $2.36M. The stake represents 0.06% of the portfolio and ranks #347 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in WEX as recently as Q4 2025.

Lighthouse Investment Partners first reported a position in WEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.53M in Q1 2025. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Lighthouse Investment Partners held 16,747 shares of WEX worth $2.36M as of Q2 2026.
  • WEX was a new Lighthouse Investment Partners position in Q2 2026.
  • WEX made up 0.06% of Lighthouse Investment Partners's portfolio in Q2 2026, its #347 holding.
  • Lighthouse Investment Partners first reported a position in WEX in Q1 2025 and has held it in 5 quarters since.
  • Lighthouse Investment Partners's WEX position peaked at $2.53M in Q1 2025.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.