PCM
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Prana Capital Management’s WEX WEX Stock Holding History

Prana 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
Q1 		– Sell
-5,415
Closed -$807K – 165
2025
Q4 		$807K Buy
+5,415
New +$816K 0.03% 93
2025
Q2 		– Sell
-5,918
Closed -$929K – 134
2025
Q1 		$929K Buy
+5,918
New +$974K 0.04% 93
2024
Q3 		– Sell
-34,837
Closed -$6.17M – 111
2024
Q2 		$6.17M Buy
+34,837
New +$7.11M 0.29% 64
2024
Q1 		– Sell
-23,153
Closed -$4.5M – 105
2023
Q4 		$4.5M Buy
23,153
+17,766
+330% +$3.22M 0.27% 66
2023
Q3 		$1.01M Buy
+5,387
New +$1.04M 0.06% 82
2023
Q2 		– Sell
-5,297
Closed -$974K – 108
2023
Q1 		$974K Buy
+5,297
New +$965K 0.08% 72
2022
Q4 		– Sell
-2,396
Closed -$304K – 117
2022
Q3 		$304K Sell
2,396
-4,693
-66% -$738K 0.02% 82
2022
Q2 		$1.1M Sell
7,089
-239
-3% -$39.1K 0.08% 74
2022
Q1 		$1.31M Sell
7,328
-16,694
-69% -$2.72M 0.1% 63
2021
Q4 		$3.37M Buy
+24,022
New +$3.67M 0.27% 60
2021
Q3 		– Sell
-17,187
Closed -$3.33M – 88
2021
Q2 		$3.33M Sell
17,187
-27,003
-61% -$5.54M 0.23% 64
2021
Q1 		$9.24M Buy
+44,190
New +$9.33M 0.76% 40
2019
Q4 		– Sell
-74,048
Closed -$15M – 64
2019
Q3 		$15M Buy
74,048
+9,612
+15% +$1.99M 2.69% 13
2019
Q2 		$13.4M Buy
64,436
+23,286
+57% +$4.69M 2.41% 13
2019
Q1 		$7.9M Buy
+41,150
New +$6.95M 1.22% 29
2018
Q4 		– Sell
-63,938
Closed -$12.8M – 56
2018
Q3 		$12.8M Buy
+63,938
New +$12.3M 2.78% 16

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prana Capital Management's WEX Position: Q1 2026 in Review

Prana Capital Management sold out of WEX (WEX) in Q1 2026, closing a stake of 5,415 shares — an estimated $807K sold.

Prana Capital Management first reported a position in WEX in Q3 2018 and held it in 16 quarters. The position peaked at $15M in Q3 2019. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Prana Capital Management reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Prana Capital Management sold 5,415 WEX shares in Q1 2026, an estimated $807K.
  • Prana Capital Management first reported a position in WEX in Q3 2018 and held it in 16 quarters.
  • Prana Capital Management's WEX position peaked at $15M in Q3 2019.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Prana Capital Management's 13F filing for Q1 2026, filed 15 May 2026.