PWA
WEX icon

Principia Wealth Advisory’s WEX WEX Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$298 Buy
+2
New +$301 ﹤0.01% 891

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Principia Wealth Advisory's WEX Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in WEX (WEX) in Q4 2025: 2 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings.

427 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Principia Wealth Advisory held 2 shares of WEX worth $298 as of Q4 2025.
  • WEX was a new Principia Wealth Advisory position in Q4 2025.
  • WEX made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #891 holding.
  • 427 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.