SageView Advisory Group’s WEX WEX Stock Holding History

SageView Advisory Group’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
2025 Q4	$252K	Sell	1,690 -16	-0.9%	-$2.41K	0.01%	527
2025 Q3	$269K	Buy	1,706 +2	+0.1%	+$331	0.01%	548
2025 Q2	$300K	Buy	1,704 +24	+1%	+$3.22K	0.01%	489
2025 Q1	$264K	Buy	1,680 +71	+4%	+$11.7K	0.01%	504
2024 Q4	$282K	Sell	1,609 -10	-0.6%	-$1.88K	0.01%	479
2024 Q3	$340K	Buy	+1,619	New	+$302K	0.02%	360
2024 Q2	–	Sell	-15,603	Closed	-$904K	–	804
2024 Q1	$904K	Buy	15,603 +14,608	+1,468%	+$3.14M	0.05%	214
2023 Q4	$209K	Sell	995 -571	-36%	-$104K	0.01%	602
2023 Q3	$295K	Buy	1,566 +50	+3%	+$9.65K	0.02%	429
2023 Q2	$276K	Buy	1,516 +68	+5%	+$12K	0.02%	464
2023 Q1	$266K	Buy	1,448 +50	+4%	+$9.11K	0.02%	403
2022 Q4	$229K	Buy	+1,398	New	+$218K	0.02%	380

Other funds holding WEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SageView Advisory Group's WEX Position: Q4 2025 in Review

SageView Advisory Group reduced its WEX (WEX) stake by 0.94% in Q4 2025, selling an estimated $2.41K and leaving 1,690 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #527.

SageView Advisory Group first reported a position in WEX in Q4 2022 and has held it in 12 quarters since. The position peaked at $904K in Q1 2024. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

SageView Advisory Group held 1,690 shares of WEX worth $252K as of Q4 2025.
SageView Advisory Group sold 16 WEX shares in Q4 2025, an estimated $2.41K.
WEX made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #527 holding.
SageView Advisory Group first reported a position in WEX in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's WEX position peaked at $904K in Q1 2024.
428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.