RCAG
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Rehmann Capital Advisory Group’s WEX WEX Stock Holding History

Rehmann Capital Advisory Group’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 		$201K Buy
+1,314
New +$205K 0.01% 651
2025
Q1 		– Sell
-1,235
Closed -$217K – 627
2024
Q4 		$217K Buy
1,235
+39
+3% +$7.31K 0.01% 563
2024
Q3 		$251K Buy
+1,196
New +$223K 0.02% 516
2019
Q3 		$74.2K Sell
367
-16
-4% -$3.31K 0.01% 518
2019
Q2 		$79.7K Hold
383
– – 0.01% 684
2019
Q1 		$73.5K Sell
383
-26
-6% -$4.39K 0.01% 685
2018
Q4 		$57.3K Sell
409
-25
-6% -$4.12K 0.01% 552
2018
Q3 		$87.1K Sell
434
-8
-2% -$1.53K 0.01% 616
2018
Q2 		$84.2K Sell
442
-2
-0.5% -$349 0.01% 602
2018
Q1 		$70K Buy
+444
New +$66.7K 0.01% 655

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 $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B 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 $95.5B AUM 28.4% 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