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Lindbrook Capital’s WEX WEX Stock Holding History

Lindbrook Capital’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
Q1 		$13.3K Hold
85
– – ﹤0.01% 1533
2024
Q4 		$14.9K Sell
85
-82
-49% -$15.4K ﹤0.01% 1444
2024
Q3 		$35K Hold
167
– – ﹤0.01% 986
2024
Q2 		$29.6K Hold
167
– – ﹤0.01% 1027
2024
Q1 		$39.7K Hold
167
– – ﹤0.01% 878
2023
Q4 		$32.5K Hold
167
– – ﹤0.01% 942
2023
Q3 		$31.4K Hold
167
– – ﹤0.01% 854
2023
Q2 		$30.4K Hold
167
– – ﹤0.01% 892
2023
Q1 		$30.7K Hold
167
– – ﹤0.01% 876
2022
Q4 		$27.3K Buy
167
+77
+86% +$12K ﹤0.01% 924
2022
Q3 		$11K Hold
90
– – ﹤0.01% 1303
2022
Q2 		$14K Hold
90
– – ﹤0.01% 1136
2022
Q1 		$16K Hold
90
– – ﹤0.01% 1112
2021
Q4 		$13K Buy
90
+82
+1,025% +$12.5K ﹤0.01% 1184
2021
Q3 		$1K Sell
8
-30
-79% -$5.47K ﹤0.01% 1799
2021
Q2 		$7K Hold
38
– – ﹤0.01% 1214
2021
Q1 		$8K Hold
38
– – ﹤0.01% 1119
2020
Q4 		$8K Buy
38
+15
+65% +$2.52K ﹤0.01% 1018
2020
Q3 		$3K Hold
23
– – ﹤0.01% 1324
2020
Q2 		$4K Buy
23
+15
+188% +$2.06K ﹤0.01% 1212
2020
Q1 		$1K Sell
8
-164
-95% -$30.6K ﹤0.01% 1592
2019
Q4 		$36K Hold
172
– – 0.01% 547
2019
Q3 		$35K Buy
172
+10
+6% +$2.07K 0.01% 533
2019
Q2 		$33K Hold
162
– – 0.01% 549
2019
Q1 		$31K Hold
162
– – 0.01% 554
2018
Q4 		$22K Buy
+162
New +$26.7K 0.01% 584

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lindbrook Capital's WEX Position: Q1 2025 in Review

Lindbrook Capital held its WEX (WEX) position steady in Q1 2025 at 85 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Lindbrook Capital first reported a position in WEX in Q4 2018 and has held it in 26 quarters since. The position peaked at $39.7K in Q1 2024. 422 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Lindbrook Capital held 85 shares of WEX worth $13.3K as of Q1 2025.
  • Lindbrook Capital left its WEX share count unchanged in Q1 2025.
  • WEX made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1533 holding.
  • Lindbrook Capital first reported a position in WEX in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's WEX position peaked at $39.7K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.