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New Age Alpha Advisors’s WEX WEX Stock Holding History

New Age Alpha 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 		$467K Buy
+3,309
New +$490K 0.02% 630
2025
Q4 		– Sell
-5,195
Closed -$818K – 929
2025
Q3 		$818K Sell
5,195
-153
-3% -$25.3K 0.03% 442
2025
Q2 		$786K Sell
5,348
-299
-5% -$40.2K 0.03% 441
2025
Q1 		$887K Sell
5,647
-3,364
-37% -$554K 0.04% 453
2024
Q4 		$1.58M Buy
+9,011
New +$1.69M 0.06% 365

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

New Age Alpha Advisors's WEX Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in WEX (WEX) in Q2 2026: 3,309 shares worth $467K. The stake represents 0.02% of the portfolio and ranks #630 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in WEX as recently as Q3 2025.

New Age Alpha Advisors first reported a position in WEX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • New Age Alpha Advisors held 3,309 shares of WEX worth $467K as of Q2 2026.
  • WEX was a new New Age Alpha Advisors position in Q2 2026.
  • WEX made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #630 holding.
  • New Age Alpha Advisors first reported a position in WEX in Q4 2024 and has held it in 5 quarters since.
  • New Age Alpha Advisors's WEX position peaked at $1.58M in Q4 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.