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NewEdge Advisors’s WEX WEX Stock Holding History

NewEdge 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
Q1 		$242K Buy
1,583
+1,380
+680% +$216K ﹤0.01% 2500
2025
Q4 		$30.2K Hold
203
– – ﹤0.01% 3122
2025
Q3 		$32K Hold
203
– – ﹤0.01% 2976
2025
Q2 		$29.8K Hold
203
– – ﹤0.01% 2825
2025
Q1 		$31.9K Sell
203
-164
-45% -$27K ﹤0.01% 2700
2024
Q4 		$64.3K Buy
367
+29
+9% +$5.44K ﹤0.01% 2427
2024
Q3 		$70.9K Hold
338
– – ﹤0.01% 2319
2024
Q2 		$59.9K Buy
338
+114
+51% +$23.3K ﹤0.01% 2291
2024
Q1 		$53.2K Sell
224
-36
-14% -$7.75K ﹤0.01% 2291
2023
Q4 		$50.6K Sell
260
-1,281
-83% -$232K ﹤0.01% 2229
2023
Q3 		$290K Buy
1,541
+1,291
+516% +$249K ﹤0.01% 1449
2023
Q2 		$45.5K Hold
250
– – ﹤0.01% 2111
2023
Q1 		$46K Sell
250
-15
-6% -$2.73K ﹤0.01% 2039
2022
Q4 		$2K Buy
+265
New +$41.3K ﹤0.01% 2844

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Advisors's WEX Position: Q1 2026 in Review

NewEdge Advisors increased its WEX (WEX) stake by 680% in Q1 2026, buying an estimated $216K and bringing the position to 1,583 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

NewEdge Advisors first reported a position in WEX in Q4 2022 and has held it in 14 quarters since. The position peaked at $290K in Q3 2023. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • NewEdge Advisors held 1,583 shares of WEX worth $242K as of Q1 2026.
  • NewEdge Advisors bought 1,380 WEX shares in Q1 2026, an estimated $216K.
  • WEX made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2500 holding.
  • NewEdge Advisors first reported a position in WEX in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's WEX position peaked at $290K in Q3 2023.
  • 429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.