Lyrical Asset Management’s WEX WEX Stock Holding History

Lyrical Asset 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	$109M	Buy	770,524 +9,588	+1%	+$1.42M	1.38%	30
2026 Q1	$116M	Sell	760,936 -12,972	-2%	-$2.03M	1.78%	25
2025 Q4	$115M	Sell	773,908 -56,441	-7%	-$8.5M	1.51%	28
2025 Q3	$131M	Buy	830,349 +58,236	+8%	+$9.63M	1.84%	24
2025 Q2	$113M	Sell	772,113 -54,075	-7%	-$7.26M	1.64%	26
2025 Q1	$130M	Buy	826,188 +2,754	+0.3%	+$453K	1.97%	24
2024 Q4	$144M	Buy	823,434 +3,190	+0.4%	+$598K	2.13%	23
2024 Q3	$172M	Sell	820,244 -42,093	-5%	-$7.85M	2.51%	19
2024 Q2	$153M	Sell	862,337 -21,592	-2%	-$4.4M	2.45%	19
2024 Q1	$210M	Buy	+883,929	New	+$190M	3.12%	15

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

Lyrical Asset Management's WEX Position: Q2 2026 in Review

Lyrical Asset Management increased its WEX (WEX) stake by 1.3% in Q2 2026, buying an estimated $1.42M and bringing the position to 770,524 shares worth $109M. The position accounts for 1.38% of the portfolio, ranked #30.

Lyrical Asset Management first reported a position in WEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $210M in Q1 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Lyrical Asset Management held 770,524 shares of WEX worth $109M as of Q2 2026.
Lyrical Asset Management bought 9,588 WEX shares in Q2 2026, an estimated $1.42M.
WEX made up 1.38% of Lyrical Asset Management's portfolio in Q2 2026, its #30 holding.
Lyrical Asset Management first reported a position in WEX in Q1 2024 and has held it in 10 quarters since.
Lyrical Asset Management's WEX position peaked at $210M in Q1 2024.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Lyrical Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.