RIL
WEX icon

Rothschild Investment LLC’s WEX WEX Stock Holding History

Rothschild Investment LLC’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 		$81.4K Buy
532
+403
+312% +$63K ﹤0.01% 967
2025
Q4 		$19.2K Buy
+129
New +$19.4K ﹤0.01% 1335
2025
Q1 		– Sell
-10
Closed -$1.75K – 3101
2024
Q4 		$1.75K Sell
10
-5
-33% -$938 ﹤0.01% 1887
2024
Q3 		$3.15K Sell
15
-104
-87% -$19.4K ﹤0.01% 1483
2024
Q2 		$21.1K Buy
119
+1
+0.8% +$204 ﹤0.01% 959
2024
Q1 		$28K Hold
118
– – ﹤0.01% 847
2023
Q4 		$23K Buy
+118
New +$21.4K ﹤0.01% 821

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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