New York Life Investment Management’s WEX WEX Stock Holding History

New York Life Investment Management’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
2025 Q2	–	Sell	-4,024	Closed	-$632K	–	842
2025 Q1	$632K	Sell	4,024 -103	-2%	-$17K	0.01%	741
2024 Q4	$724K	Sell	4,127 -912	-18%	-$171K	0.01%	727
2024 Q3	$1.06M	Sell	5,039 -299	-6%	-$55.7K	0.01%	688
2024 Q2	$946K	Buy	5,338 +578	+12%	+$118K	0.01%	697
2024 Q1	$1.13M	Sell	4,760 -138	-3%	-$29.7K	0.01%	644
2023 Q4	$953K	Buy	4,898 +355	+8%	+$64.4K	0.01%	669
2023 Q3	$854K	Buy	4,543 +2,454	+117%	+$474K	0.01%	659
2023 Q2	$380K	Buy	+2,089	New	+$370K	﹤0.01%	1077

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New York Life Investment Management's WEX Position: Q2 2025 in Review

New York Life Investment Management sold out of WEX (WEX) in Q2 2025, closing a stake of 4,024 shares — an estimated $632K sold.

New York Life Investment Management first reported a position in WEX in Q2 2023 and held it in 8 quarters. The position peaked at $1.13M in Q1 2024. 385 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

New York Life Investment Management reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
New York Life Investment Management sold 4,024 WEX shares in Q2 2025, an estimated $632K.
New York Life Investment Management first reported a position in WEX in Q2 2023 and held it in 8 quarters.
New York Life Investment Management's WEX position peaked at $1.13M in Q1 2024.
385 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.