Nisa Investment Advisors
WEX icon

Nisa Investment Advisors’s WEX WEX Stock Holding History

Nisa Investment 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 		$1.66M Sell
11,741
-91
-0.8% -$13.5K 0.01% 666
2026
Q1 		$1.81M Sell
11,832
-397
-3% -$62.1K 0.01% 625
2025
Q4 		$1.82M Hold
12,229
– – 0.01% 660
2025
Q3 		$1.93M Sell
12,229
-6,100
-33% -$1.01M 0.01% 654
2025
Q2 		$2.69M Sell
18,329
-4
-0% -$537 0.01% 557
2025
Q1 		$2.88M Hold
18,333
– – 0.01% 541
2024
Q4 		$3.21M Hold
18,333
– – 0.01% 553
2024
Q3 		$3.84M Hold
18,333
– – 0.02% 492
2024
Q2 		$3.25M Sell
18,333
-1,100
-6% -$224K 0.02% 543
2024
Q1 		$4.62M Sell
19,433
-3,925
-17% -$845K 0.03% 463
2023
Q4 		$4.54M Buy
23,358
+200
+0.9% +$36.3K 0.03% 431
2023
Q3 		$4.36M Sell
23,158
-5
-0% -$965 0.03% 449
2023
Q2 		$4.22M Hold
23,163
– – 0.03% 474
2023
Q1 		$4.26M Hold
23,163
– – 0.03% 457
2022
Q4 		$3.79M Hold
23,163
– – 0.03% 530
2022
Q3 		$2.94M Buy
23,163
+63
+0.3% +$9.9K 0.03% 525
2022
Q2 		$3.59M Hold
23,100
– – 0.03% 474
2022
Q1 		$4.12M Hold
23,100
– – 0.03% 465
2021
Q4 		$3.72M Sell
23,100
-650
-3% -$99.4K 0.03% 477
2021
Q3 		$4.18M Sell
23,750
-100
-0.4% -$18.2K 0.03% 493
2021
Q2 		$4.63M Sell
23,850
-1,600
-6% -$328K 0.03% 466
2021
Q1 		$5.33M Sell
25,450
-400
-2% -$84.4K 0.03% 430
2020
Q4 		$5.26M Buy
25,850
+50
+0.2% +$8.41K 0.03% 434
2020
Q3 		$3.58M Buy
25,800
+600
+2% +$94K 0.03% 450
2020
Q2 		$4.16M Hold
25,200
– – 0.04% 389
2020
Q1 		$2.63M Buy
25,200
+200
+0.8% +$37.3K 0.03% 455
2019
Q4 		$5.24M Hold
25,000
– – 0.04% 371
2019
Q3 		$5.05M Hold
25,000
– – 0.04% 376
2019
Q2 		$5.2M Hold
25,000
– – 0.05% 356
2019
Q1 		$4.8M Hold
25,000
– – 0.05% 365
2018
Q4 		$3.5M Hold
25,000
– – 0.04% 406
2018
Q3 		$5.02M Hold
25,000
– – 0.05% 372
2018
Q2 		$4.76M Hold
25,000
– – 0.05% 366
2018
Q1 		$3.9M Hold
25,000
– – 0.04% 405
2017
Q4 		$3.53M Buy
25,000
+300
+1% +$37.5K 0.04% 441
2017
Q3 		$2.77M Hold
24,700
– – 0.03% 493
2017
Q2 		$2.57M Sell
24,700
-1,500
-6% -$154K 0.03% 515
2017
Q1 		$2.71M Buy
26,200
+1,500
+6% +$167K 0.03% 509
2016
Q4 		$2.76M Hold
24,700
– – 0.03% 486
2016
Q3 		$2.67M Sell
24,700
-200
-0.8% -$19.6K 0.03% 475
2016
Q2 		$2.21M Sell
24,900
-200
-0.8% -$17.8K 0.03% 528
2016
Q1 		$2.09M Sell
25,100
-1,000
-4% -$72.3K 0.03% 527
2015
Q4 		$2.31M Hold
26,100
– – 0.03% 486
2015
Q3 		$2.28M Hold
26,100
– – 0.03% 492
2015
Q2 		$2.98M Hold
26,100
– – 0.04% 430
2015
Q1 		$2.8M Sell
26,100
-1,700
-6% -$171K 0.04% 464
2014
Q4 		$2.75M Hold
27,800
– – 0.04% 469
2014
Q3 		$3.07M Hold
27,800
– – 0.04% 413
2014
Q2 		$2.92M Hold
27,800
– – 0.04% 442
2014
Q1 		$2.64M Hold
27,800
– – 0.04% 467
2013
Q4 		$2.75M Hold
27,800
– – 0.04% 437
2013
Q3 		$2.44M Hold
27,800
– – 0.04% 456
2013
Q2 		$2.13M Buy
+27,800
New +$2.06M 0.03% 493

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 $3.38T AUM 44.17% 1-Year Est. Return

Nisa Investment Advisors's WEX Position: Q2 2026 in Review

Nisa Investment Advisors reduced its WEX (WEX) stake by 0.77% in Q2 2026, selling an estimated $13.5K and leaving 11,741 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #666.

Nisa Investment Advisors first reported a position in WEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.33M in Q1 2021. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Nisa Investment Advisors held 11,741 shares of WEX worth $1.66M as of Q2 2026.
  • Nisa Investment Advisors sold 91 WEX shares in Q2 2026, an estimated $13.5K.
  • WEX made up 0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #666 holding.
  • Nisa Investment Advisors first reported a position in WEX in Q2 2013 and has held it in 53 quarters since.
  • Nisa Investment Advisors's WEX position peaked at $5.33M in Q1 2021.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.