Ray Dalio
WEX icon

Ray Dalio’s WEX WEX Stock Holding History

Ray Dalio’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
-57,869
Closed -$8.62M – 1239
2025
Q4 		$8.62M Buy
57,869
+38,715
+202% +$5.83M 0.03% 394
2025
Q3 		$3.02M Buy
+19,154
New +$3.17M 0.01% 620
2024
Q4 		– Sell
-9,152
Closed -$1.92M – 840
2024
Q3 		$1.92M Sell
9,152
-77,226
-89% -$14.4M 0.01% 511
2024
Q2 		$15.3M Buy
86,378
+46,243
+115% +$9.43M 0.08% 190
2024
Q1 		$9.53M Buy
40,135
+37,970
+1,754% +$8.17M 0.05% 263
2023
Q4 		$421K Buy
+2,165
New +$393K ﹤0.01% 715
2023
Q3 		– Sell
-32,343
Closed -$5.89M – 814
2023
Q2 		$5.89M Buy
32,343
+435
+1% +$77K 0.04% 280
2023
Q1 		$5.87M Buy
31,908
+12,717
+66% +$2.32M 0.04% 286
2022
Q4 		$3.14M Sell
19,191
-43,706
-69% -$6.8M 0.02% 451
2022
Q3 		$7.98M Sell
62,897
-12,048
-16% -$1.89M 0.04% 293
2022
Q2 		$11.7M Buy
74,945
+72,438
+2,889% +$11.9M 0.05% 300
2022
Q1 		$447K Buy
2,507
+182
+8% +$29.7K ﹤0.01% 903
2021
Q4 		$326K Buy
+2,325
New +$355K ﹤0.01% 686

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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

Ray Dalio's WEX Position: Q1 2026 in Review

Ray Dalio sold out of WEX (WEX) in Q1 2026, closing a stake of 57,869 shares — an estimated $8.62M sold.

Ray Dalio first reported a position in WEX in Q4 2021 and held it in 13 quarters. The position peaked at $15.3M in Q2 2024. 431 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Ray Dalio reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 57,869 WEX shares in Q1 2026, an estimated $8.62M.
  • Ray Dalio first reported a position in WEX in Q4 2021 and held it in 13 quarters.
  • Ray Dalio's WEX position peaked at $15.3M in Q2 2024.
  • 431 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.