Pallas Capital Advisors’s WEX WEX Stock Holding History

Pallas Capital 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	–	Sell	-3,597	Closed	-$550K	–	1102
2026 Q1	$550K	Buy	3,597 +73	+2%	+$11.4K	0.02%	484
2025 Q4	$525K	Buy	+3,524	New	+$531K	0.02%	517

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Pallas Capital Advisors's WEX Position: Q2 2026 in Review

Pallas Capital Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 3,597 shares — an estimated $550K sold.

Pallas Capital Advisors first reported a position in WEX in Q4 2025 and held it in 2 quarters. The position peaked at $550K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Pallas Capital Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Pallas Capital Advisors sold 3,597 WEX shares in Q2 2026, an estimated $550K.
Pallas Capital Advisors first reported a position in WEX in Q4 2025 and held it in 2 quarters.
Pallas Capital Advisors's WEX position peaked at $550K in Q1 2026.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.