River Road Asset Management’s WEX WEX Stock Holding History

River Road Asset Management’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	$72.9M	Sell	476,077 -299,931	-39%	-$46.9M	0.83%	46
2025 Q4	$116M	Sell	776,008 -12,033	-2%	-$1.81M	1.27%	22
2025 Q3	$124M	Sell	788,041 -9,830	-1%	-$1.63M	1.39%	19
2025 Q2	$135M	Buy	797,871 +137,673	+21%	+$18.5M	1.72%	11
2025 Q1	$104M	Sell	660,198 -65,644	-9%	-$10.8M	1.41%	13
2024 Q4	$127M	Buy	725,842 +5,377	+0.7%	+$1.01M	1.69%	10
2024 Q3	$151M	Buy	720,465 +34,264	+5%	+$6.39M	1.98%	6
2024 Q2	$122M	Buy	686,201 +28,201	+4%	+$5.75M	1.74%	9
2024 Q1	$156M	Sell	658,000 -69,456	-10%	-$14.9M	2.11%	5
2023 Q4	$142M	Sell	727,456 -28,638	-4%	-$5.19M	1.97%	8
2023 Q3	$142M	Sell	756,094 -2,996	-0.4%	-$578K	2.02%	9
2023 Q2	$138M	Buy	759,090 +133,922	+21%	+$23.7M	1.91%	9
2023 Q1	$115M	Buy	625,168 +65,959	+12%	+$12M	1.57%	13
2022 Q4	$91.5M	Buy	559,209 +360,299	+181%	+$56.1M	1.25%	21
2022 Q3	$25.3M	Buy	+198,910	New	+$31.3M	0.38%	84

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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