Neuberger Berman Group
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Neuberger Berman Group’s WEX WEX Stock Holding History

Neuberger Berman Group’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
2021
Q3 		– Sell
-840
Closed -$550K – 1830
2021
Q2 		$550K Buy
+840
New +$172K ﹤0.01% 1461

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

Neuberger Berman Group's WEX Position: Q2 2026 in Review

Neuberger Berman Group reduced its WEX (WEX) stake by 0.83% in Q2 2026, selling an estimated $248K and leaving 200,003 shares worth $28.2M. The position accounts for 0.02% of the portfolio, ranked #630.

Neuberger Berman Group first reported a position in WEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $425M in Q2 2021. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Neuberger Berman Group held 200,003 shares of WEX worth $28.2M as of Q2 2026.
  • Neuberger Berman Group sold 1,671 WEX shares in Q2 2026, an estimated $248K.
  • WEX made up 0.02% of Neuberger Berman Group's portfolio in Q2 2026, its #630 holding.
  • Neuberger Berman Group first reported a position in WEX in Q2 2013 and has held it in 53 quarters since.
  • Neuberger Berman Group's WEX position peaked at $425M in Q2 2021.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.