MCF Advisors’s WEX WEX Stock Holding History

MCF Advisors’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	$111K	Sell	784 -434	-36%	-$64.3K	﹤0.01%	517
2026 Q1	$186K	Buy	+1,218	New	+$190K	0.01%	409

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

MCF Advisors's WEX Position: Q2 2026 in Review

MCF Advisors reduced its WEX (WEX) stake by 36% in Q2 2026, selling an estimated $64.3K and leaving 784 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

MCF Advisors first reported a position in WEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $186K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

MCF Advisors held 784 shares of WEX worth $111K as of Q2 2026.
MCF Advisors sold 434 WEX shares in Q2 2026, an estimated $64.3K.
WEX made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #517 holding.
MCF Advisors first reported a position in WEX in Q1 2026 and has held it in 2 quarters since.
MCF Advisors's WEX position peaked at $186K in Q1 2026.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.