PCM
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Palisade Capital Management’s WEX WEX Stock Holding History

Palisade Capital 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
2026
Q2 		$1.78M Buy
12,616
+1,163
+10% +$172K 0.08% 223
2026
Q1 		$1.75M Sell
11,453
-1,424
-11% -$223K 0.06% 220
2025
Q4 		$1.92M Sell
12,877
-2,154
-14% -$325K 0.06% 243
2025
Q3 		$2.37M Buy
15,031
+550
+4% +$91K 0.06% 242
2025
Q2 		$2.13M Buy
14,481
+6,276
+76% +$843K 0.06% 238
2025
Q1 		$1.29M Buy
8,205
+2,888
+54% +$476K 0.04% 271
2024
Q4 		$932K Buy
+5,317
New +$997K 0.02% 307

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

Palisade Capital Management's WEX Position: Q2 2026 in Review

Palisade Capital Management increased its WEX (WEX) stake by 10% in Q2 2026, buying an estimated $172K and bringing the position to 12,616 shares worth $1.78M. The position accounts for 0.08% of the portfolio, ranked #223.

Palisade Capital Management first reported a position in WEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q3 2025. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Palisade Capital Management held 12,616 shares of WEX worth $1.78M as of Q2 2026.
  • Palisade Capital Management bought 1,163 WEX shares in Q2 2026, an estimated $172K.
  • WEX made up 0.08% of Palisade Capital Management's portfolio in Q2 2026, its #223 holding.
  • Palisade Capital Management first reported a position in WEX in Q4 2024 and has held it in 7 quarters since.
  • Palisade Capital Management's WEX position peaked at $2.37M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.