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 Q2	$564	Sell	4 -528	-99%	-$78.2K	﹤0.01%	3236
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	–	3098
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

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 $3.38T AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's WEX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its WEX (WEX) stake by 99% in Q2 2026, selling an estimated $78.2K and leaving 4 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Rothschild Investment LLC first reported a position in WEX in Q4 2023 and has held it in 8 quarters since. The position peaked at $81.4K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Rothschild Investment LLC held 4 shares of WEX worth $564 as of Q2 2026.
Rothschild Investment LLC sold 528 WEX shares in Q2 2026, an estimated $78.2K.
WEX made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3236 holding.
Rothschild Investment LLC first reported a position in WEX in Q4 2023 and has held it in 8 quarters since.
Rothschild Investment LLC's WEX position peaked at $81.4K in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.