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Rise Advisors’s WEX WEX Stock Holding History

Rise Advisors’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 		– Sell
-108
Closed -$17K – 1426
2025
Q3 		$17K Sell
108
-2
-2% -$331 0.01% 677
2025
Q2 		$16.2K Buy
110
+2
+2% +$269 0.01% 667
2025
Q1 		$17K Sell
108
-13
-11% -$2.14K 0.01% 608
2024
Q4 		$21.2K Hold
121
– – 0.01% 618
2024
Q3 		$25.4K Hold
121
– – 0.01% 513
2024
Q2 		$21.4K Hold
121
– – 0.01% 596
2024
Q1 		$28.7K Buy
+121
New +$26K 0.02% 400

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