Rossby Financial’s WEX WEX Stock Holding History

Rossby Financial’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	$4.51K	Buy	32 +2	+7%	+$296	﹤0.01%	1483
2026 Q1	$4.51K	Buy	30 +20	+200%	+$3.13K	﹤0.01%	1534
2025 Q4	$1.49K	Buy	10 +2	+25%	+$301	﹤0.01%	1447
2025 Q3	$1.28K	Buy	+8	New	+$1.32K	﹤0.01%	1239

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

Rossby Financial's WEX Position: Q2 2026 in Review

Rossby Financial increased its WEX (WEX) stake by 6.7% in Q2 2026, buying an estimated $296 and bringing the position to 32 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Rossby Financial first reported a position in WEX in Q3 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Rossby Financial held 32 shares of WEX worth $4.51K as of Q2 2026.
Rossby Financial bought 2 WEX shares in Q2 2026, an estimated $296.
WEX made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1483 holding.
Rossby Financial first reported a position in WEX in Q3 2025 and has held it in 4 quarters since.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.