Root Financial Partners’s WEX WEX Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-355	Closed	-$54.3K	–	3160
2026 Q1	$54.3K	Buy	355 +255	+255%	+$39.9K	﹤0.01%	843
2025 Q4	$14.9K	Buy	100 +4	+4%	+$603	﹤0.01%	1320
2025 Q3	$15.1K	Buy	+96	New	+$15.9K	﹤0.01%	1260

Other funds holding WEX

Jupiter Topco New York $245B AUM

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Root Financial Partners's WEX Position: Q2 2026 in Review

Root Financial Partners sold out of WEX (WEX) in Q2 2026, closing a stake of 355 shares — an estimated $54.3K sold.

Root Financial Partners first reported a position in WEX in Q3 2025 and held it in 3 quarters. The position peaked at $54.3K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Root Financial Partners reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 355 WEX shares in Q2 2026, an estimated $54.3K.
Root Financial Partners first reported a position in WEX in Q3 2025 and held it in 3 quarters.
Root Financial Partners's WEX position peaked at $54.3K in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.