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	–	1425
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 London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rise Advisors's WEX Position: Q4 2025 in Review

Rise Advisors sold out of WEX (WEX) in Q4 2025, closing a stake of 108 shares — an estimated $17K sold.

Rise Advisors first reported a position in WEX in Q1 2024 and held it in 7 quarters. The position peaked at $28.7K in Q1 2024. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

Rise Advisors reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 108 WEX shares in Q4 2025, an estimated $17K.
Rise Advisors first reported a position in WEX in Q1 2024 and held it in 7 quarters.
Rise Advisors's WEX position peaked at $28.7K in Q1 2024.
428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.