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 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	0.09%	331
2021 Q1	–	Sell	-2,097	Closed	-$427K	–	2014
2020 Q4	$427K	Buy	+2,097	New	+$353K	0.03%	775
2020 Q3	–	Sell	-655	Closed	-$108K	–	2621
2020 Q2	$108K	Sell	655 -251	-28%	-$34.4K	0.02%	930
2020 Q1	$95K	Buy	906 +815	+896%	+$152K	0.02%	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	–	2151
2018 Q2	$534K	Buy	2,801 +301	+12%	+$52.5K	0.04%	517
2018 Q1	$392K	Buy	+2,500	New	+$376K	0.03%	503
2015 Q2	–	Sell	-400	Closed	-$43K	–	2102
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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return