Savant Capital’s WEX WEX Stock Holding History

Savant Capital’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 Q1	–	Sell	-6,654	Closed	-$1.17M	–	1441
2024 Q4	$1.17M	Buy	+6,654	New	+$1.25M	0.01%	597
2024 Q2	–	Sell	-1,034	Closed	-$246K	–	1346
2024 Q1	$246K	Buy	+1,034	New	+$223K	﹤0.01%	966

Other funds holding WEX

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

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

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

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

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

PCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Savant Capital's WEX Position: Q1 2025 in Review

Savant Capital sold out of WEX (WEX) in Q1 2025, closing a stake of 6,654 shares — an estimated $1.17M sold.

Savant Capital first reported a position in WEX in Q1 2024 and held it in 2 quarters. The position peaked at $1.17M in Q4 2024. 421 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

Savant Capital reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 6,654 WEX shares in Q1 2025, an estimated $1.17M.
Savant Capital first reported a position in WEX in Q1 2024 and held it in 2 quarters.
Savant Capital's WEX position peaked at $1.17M in Q4 2024.
421 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.