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WEX icon

&Partners’s WEX WEX Stock Holding History

&Partners’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 		$489K Sell
3,464
-259
-7% -$38.4K ﹤0.01% 1839
2026
Q1 		$570K Buy
3,723
+796
+27% +$124K ﹤0.01% 1623
2025
Q4 		$436K Buy
+2,927
New +$441K ﹤0.01% 1703
2024
Q4 		– Sell
-1,156
Closed -$242K – 1680
2024
Q3 		$242K Buy
+1,156
New +$215K ﹤0.01% 1210

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

&Partners's WEX Position: Q2 2026 in Review

&Partners reduced its WEX (WEX) stake by 7% in Q2 2026, selling an estimated $38.4K and leaving 3,464 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

&Partners first reported a position in WEX in Q3 2024 and has held it in 4 quarters since. The position peaked at $570K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • &Partners held 3,464 shares of WEX worth $489K as of Q2 2026.
  • &Partners sold 259 WEX shares in Q2 2026, an estimated $38.4K.
  • WEX made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1839 holding.
  • &Partners first reported a position in WEX in Q3 2024 and has held it in 4 quarters since.
  • &Partners's WEX position peaked at $570K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.