PCM
WEX icon

Prelude Capital Management’s WEX WEX Stock Holding History

Prelude 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 		$879K Buy
6,233
+1,233
+25% +$183K 0.06% 344
2026
Q1 		$765K Hold
5,000
– – 0.06% 361
2025
Q4 		$745K Sell
5,000
-149
-3% -$22.5K 0.05% 396
2025
Q3 		$811K Buy
5,149
+143
+3% +$23.7K 0.06% 362
2025
Q2 		$735K Sell
5,006
-823
-14% -$111K 0.07% 341
2025
Q1 		$915K Buy
+5,829
New +$960K 0.07% 331
2021
Q1 		– Sell
-2,097
Closed -$427K – 1849
2020
Q4 		$427K Buy
+2,097
New +$353K 0.01% 775
2020
Q3 		– Sell
-655
Closed -$108K – 2406
2020
Q2 		$108K Sell
655
-251
-28% -$34.4K 0.01% 930
2020
Q1 		$95K Buy
906
+815
+896% +$152K 0.01% 604
2019
Q4 		$19K Sell
91
-234
-72% -$46.9K ﹤0.01% 1606
2019
Q3 		$66K Buy
325
+279
+607% +$57.8K ﹤0.01% 1086
2019
Q2 		$10K Buy
+46
New +$9.26K ﹤0.01% 1403
2018
Q3 		– Sell
-2,801
Closed -$534K – 2067
2018
Q2 		$534K Buy
2,801
+301
+12% +$52.5K 0.03% 517
2018
Q1 		$392K Buy
+2,500
New +$376K 0.03% 503
2015
Q2 		– Sell
-400
Closed -$43K – 2070
2015
Q1 		$43K Sell
400
-109
-21% -$11K 0.01% 1387
2014
Q4 		$50K Buy
+509
New +$54.2K 0.01% 1235

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

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

Prelude Capital Management increased its WEX (WEX) stake by 25% in Q2 2026, buying an estimated $183K and bringing the position to 6,233 shares worth $879K. The position accounts for 0.06% of the portfolio, ranked #344.

Prelude Capital Management first reported a position in WEX in Q4 2014 and has held it in 16 quarters since. The position peaked at $915K in Q1 2025. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Prelude Capital Management held 6,233 shares of WEX worth $879K as of Q2 2026.
  • Prelude Capital Management bought 1,233 WEX shares in Q2 2026, an estimated $183K.
  • WEX made up 0.06% of Prelude Capital Management's portfolio in Q2 2026, its #344 holding.
  • Prelude Capital Management first reported a position in WEX in Q4 2014 and has held it in 16 quarters since.
  • Prelude Capital Management's WEX position peaked at $915K in Q1 2025.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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