LAM
WEX icon

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
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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return