Marshall Wace
WEX icon

Marshall Wace’s WEX WEX Stock Holding History

Marshall Wace’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 		$1.37M Buy
9,680
+2,000
+26% +$296K ﹤0.01% 2049
2026
Q1 		$1.18M Sell
7,680
-2,388
-24% -$373K ﹤0.01% 2056
2025
Q4 		$1.5M Sell
10,068
-7,412
-42% -$1.12M ﹤0.01% 1725
2025
Q3 		$2.75M Buy
17,480
+10,880
+165% +$1.8M ﹤0.01% 1467
2025
Q2 		$969K Sell
6,600
-3,268
-33% -$439K ﹤0.01% 1865
2025
Q1 		$1.55M Sell
9,868
-46,888
-83% -$7.72M ﹤0.01% 1581
2024
Q4 		$9.95M Sell
56,756
-20,756
-27% -$3.89M 0.01% 799
2024
Q3 		$16.3M Sell
77,512
-77,807
-50% -$14.5M 0.02% 581
2024
Q2 		$27.5M Buy
155,319
+28,739
+23% +$5.86M 0.04% 404
2024
Q1 		$30.1M Sell
126,580
-45,276
-26% -$9.74M 0.05% 376
2023
Q4 		$33.4M Buy
171,856
+72,023
+72% +$13.1M 0.06% 328
2023
Q3 		$18.8M Buy
+99,833
New +$19.3M 0.04% 457
2022
Q4 		– Sell
-54,492
Closed -$6.92M – 3469
2022
Q3 		$6.92M Sell
54,492
-82,084
-60% -$12.9M 0.02% 1147
2022
Q2 		$21.2M Buy
136,576
+25,352
+23% +$4.15M 0.04% 439
2022
Q1 		$19.8M Sell
111,224
-40,767
-27% -$6.65M 0.04% 503
2021
Q4 		$21.3M Buy
+151,991
New +$23.2M 0.04% 468
2021
Q3 		– Sell
-2,497
Closed -$484K – 3474
2021
Q2 		$484K Sell
2,497
-3,817
-60% -$783K ﹤0.01% 2148
2021
Q1 		$1.32M Buy
+6,314
New +$1.33M 0.01% 1524
2020
Q2 		– Sell
-20,684
Closed -$2.16M – 1987
2020
Q1 		$2.16M Buy
+20,684
New +$3.86M 0.02% 603
2019
Q4 		– Sell
-33,204
Closed -$6.71M – 2103
2019
Q3 		$6.71M Sell
33,204
-5,028
-13% -$1.04M 0.05% 409
2019
Q2 		$7.96M Buy
38,232
+2,764
+8% +$556K 0.07% 350
2019
Q1 		$6.81M Buy
+35,468
New +$5.99M 0.06% 371
2015
Q4 		– Sell
-2,943
Closed -$256K – 1141
2015
Q3 		$256K Buy
+2,943
New +$293K ﹤0.01% 831

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

Marshall Wace's WEX Position: Q2 2026 in Review

Marshall Wace increased its WEX (WEX) stake by 26% in Q2 2026, buying an estimated $296K and bringing the position to 9,680 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Marshall Wace first reported a position in WEX in Q3 2015 and has held it in 23 quarters since. The position peaked at $33.4M in Q4 2023. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Marshall Wace held 9,680 shares of WEX worth $1.37M as of Q2 2026.
  • Marshall Wace bought 2,000 WEX shares in Q2 2026, an estimated $296K.
  • WEX made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2049 holding.
  • Marshall Wace first reported a position in WEX in Q3 2015 and has held it in 23 quarters since.
  • Marshall Wace's WEX position peaked at $33.4M in Q4 2023.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.