Mutual of America Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Sell |
13,140
-1,131
| -8% | -$177K | 0.02% | 761 |
|
|
2025
Q4 | $2.13M | Sell |
14,271
-1,554
| -10% | -$234K | 0.02% | 789 |
|
|
2025
Q3 | $2.49M | Sell |
15,825
-1,206
| -7% | -$199K | 0.03% | 730 |
|
|
2025
Q2 | $2.5M | Sell |
17,031
-897
| -5% | -$120K | 0.03% | 730 |
|
|
2025
Q1 | $2.82M | Sell |
17,928
-3,087
| -15% | -$508K | 0.03% | 690 |
|
|
2024
Q4 | $3.68M | Sell |
21,015
-1,190
| -5% | -$223K | 0.04% | 602 |
|
|
2024
Q3 | $4.66M | Sell |
22,205
-1,787
| -7% | -$333K | 0.05% | 504 |
|
|
2024
Q2 | $4.25M | Sell |
23,992
-1,472
| -6% | -$300K | 0.05% | 531 |
|
|
2024
Q1 | $6.05M | Sell |
25,464
-971
| -4% | -$209K | 0.07% | 370 |
|
|
2023
Q4 | $5.14M | Sell |
26,435
-1,512
| -5% | -$274K | 0.06% | 422 |
|
|
2023
Q3 | $5.26M | Sell |
27,947
-3,234
| -10% | -$624K | 0.06% | 368 |
|
|
2023
Q2 | $5.68M | Sell |
31,181
-3,906
| -11% | -$692K | 0.06% | 390 |
|
|
2023
Q1 | $6.45M | Sell |
35,087
-737
| -2% | -$134K | 0.08% | 329 |
|
|
2022
Q4 | $5.86M | Buy |
35,824
+328
| +0.9% | +$51.1K | 0.07% | 363 |
|
|
2022
Q3 | $4.51M | Sell |
35,496
-2,122
| -6% | -$334K | 0.06% | 451 |
|
|
2022
Q2 | $5.85M | Sell |
37,618
-3,250
| -8% | -$532K | 0.08% | 357 |
|
|
2022
Q1 | $7.29M | Buy |
40,868
+788
| +2% | +$129K | 0.08% | 343 |
|
|
2021
Q4 | $5.63M | Buy |
40,080
+591
| +1% | +$90.3K | 0.06% | 489 |
|
|
2021
Q3 | $6.96M | Buy |
39,489
+23
| +0.1% | +$4.19K | 0.07% | 347 |
|
|
2021
Q2 | $7.65M | Sell |
39,466
-102
| -0.3% | -$20.9K | 0.08% | 317 |
|
|
2021
Q1 | $8.28M | Sell |
39,568
-1,559
| -4% | -$329K | 0.09% | 274 |
|
|
2020
Q4 | $8.37M | Buy |
41,127
+80
| +0.2% | +$13.5K | 0.1% | 237 |
|
|
2020
Q3 | $5.7M | Buy |
41,047
+592
| +1% | +$92.8K | 0.08% | 308 |
|
|
2020
Q2 | $6.67M | Buy |
40,455
+217
| +0.5% | +$29.8K | 0.09% | 232 |
|
|
2020
Q1 | $4.21M | Buy |
40,238
+1,479
| +4% | +$276K | 0.07% | 347 |
|
|
2019
Q4 | $8.12M | Buy |
38,759
+76
| +0.2% | +$15.2K | 0.1% | 212 |
|
|
2019
Q3 | $7.82M | Buy |
38,683
+543
| +1% | +$112K | 0.11% | 222 |
|
|
2019
Q2 | $7.93M | Buy |
38,140
+82
| +0.2% | +$16.5K | 0.11% | 195 |
|
|
2019
Q1 | $7.31M | Buy |
38,058
+223
| +0.6% | +$37.7K | 0.11% | 215 |
|
|
2018
Q4 | $5.3M | Buy |
37,835
+931
| +3% | +$153K | 0.09% | 295 |
|
|
2018
Q3 | $7.41M | Buy |
36,904
+2,471
| +7% | +$474K | 0.1% | 232 |
|
|
2018
Q2 | $6.56M | Buy |
34,433
+1,651
| +5% | +$288K | 0.1% | 256 |
|
|
2018
Q1 | $5.13M | Buy |
32,782
+519
| +2% | +$78K | 0.08% | 358 |
|
|
2017
Q4 | $4.56M | Sell |
32,263
-169
| -0.5% | -$21.1K | 0.07% | 431 |
|
|
2017
Q3 | $3.64M | Buy |
32,432
+472
| +1% | +$51.2K | 0.06% | 533 |
|
|
2017
Q2 | $3.33M | Buy |
31,960
+907
| +3% | +$93.3K | 0.06% | 567 |
|
|
2017
Q1 | $3.21M | Buy |
31,053
+1,122
| +4% | +$125K | 0.06% | 565 |
|
|
2016
Q4 | $3.34M | Buy |
29,931
+293
| +1% | +$31.7K | 0.06% | 519 |
|
|
2016
Q3 | $3.2M | Buy |
29,638
+593
| +2% | +$58.1K | 0.06% | 500 |
|
|
2016
Q2 | $2.58M | Buy |
29,045
+2,650
| +10% | +$236K | 0.05% | 575 |
|
|
2016
Q1 | $2.2M | Buy |
26,395
+108
| +0.4% | +$7.81K | 0.05% | 628 |
|
|
2015
Q4 | $2.32M | Buy |
26,287
+393
| +2% | +$35.6K | 0.05% | 589 |
|
|
2015
Q3 | $2.25M | Buy |
25,894
+991
| +4% | +$98.7K | 0.05% | 589 |
|
|
2015
Q2 | $2.84M | Sell |
24,903
-20,666
| -45% | -$2.35M | 0.06% | 499 |
|
|
2015
Q1 | $4.89M | Sell |
45,569
-2,019
| -4% | -$204K | 0.11% | 230 |
|
|
2014
Q4 | $4.71M | Buy |
47,588
+423
| +0.9% | +$45.1K | 0.11% | 239 |
|
|
2014
Q3 | $5.2M | Buy |
47,165
+435
| +0.9% | +$47.8K | 0.12% | 178 |
|
|
2014
Q2 | $4.91M | Sell |
46,730
-5,202
| -10% | -$497K | 0.12% | 202 |
|
|
2014
Q1 | $4.94M | Buy |
51,932
+301
| +0.6% | +$27.6K | 0.12% | 192 |
|
|
2013
Q4 | $5.11M | Buy |
51,631
+936
| +2% | +$87.9K | 0.13% | 183 |
|
|
2013
Q3 | $4.45M | Buy |
50,695
+939
| +2% | +$79.4K | 0.12% | 191 |
|
|
2013
Q2 | $3.82M | Buy |
+49,756
| New | +$3.69M | 0.11% | 215 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
Mutual of America Capital Management's WEX Position: Q1 2026 in Review
Mutual of America Capital Management reduced its WEX (WEX) stake by 7.9% in Q1 2026, selling an estimated $177K and leaving 13,140 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #761.
Mutual of America Capital Management first reported a position in WEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.37M in Q4 2020. 432 funds tracked by Wall St. Rank hold WEX as of Q1 2026.
- Mutual of America Capital Management held 13,140 shares of WEX worth $2.01M as of Q1 2026.
- Mutual of America Capital Management sold 1,131 WEX shares in Q1 2026, an estimated $177K.
- WEX made up 0.02% of Mutual of America Capital Management's portfolio in Q1 2026, its #761 holding.
- Mutual of America Capital Management first reported a position in WEX in Q2 2013 and has held it in 52 quarters since.
- Mutual of America Capital Management's WEX position peaked at $8.37M in Q4 2020.
- 432 funds tracked by Wall St. Rank held WEX as of Q1 2026.
Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.