Schroder Investment Management Group’s WEX WEX Stock Holding History

Schroder Investment Management 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	–	Sell	-16,642	Closed	-$2.67M	–	1220
2025 Q3	$2.67M	Buy	+16,642	New	+$2.75M	﹤0.01%	875
2024 Q1	–	Sell	-7,015	Closed	-$1.36M	–	1252
2023 Q4	$1.36M	Sell	7,015 -213	-3%	-$38.6K	﹤0.01%	971
2023 Q3	$1.36M	Sell	7,228 -5,473	-43%	-$1.06M	﹤0.01%	969
2023 Q2	$2.31M	Sell	12,701 -463	-4%	-$82K	﹤0.01%	921
2023 Q1	$2.42M	Buy	+13,164	New	+$2.4M	﹤0.01%	919
2022 Q1	–	Sell	-754	Closed	-$106K	–	1599
2021 Q4	$106K	Hold	754	–	–	﹤0.01%	1297
2021 Q3	$133K	Hold	754	–	–	﹤0.01%	1374
2021 Q2	$146K	Sell	754 -4,397	-85%	-$902K	﹤0.01%	1376
2021 Q1	$1.08M	Sell	5,151 -910	-15%	-$192K	﹤0.01%	1143
2020 Q4	$1.23M	Buy	+6,061	New	+$1.02M	﹤0.01%	1087

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 $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Schroder Investment Management Group's WEX Position: Q4 2025 in Review

Schroder Investment Management Group sold out of WEX (WEX) in Q4 2025, closing a stake of 16,642 shares — an estimated $2.67M sold.

Schroder Investment Management Group first reported a position in WEX in Q4 2020 and held it in 10 quarters. The position peaked at $2.67M in Q3 2025. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

Schroder Investment Management Group reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
Schroder Investment Management Group sold 16,642 WEX shares in Q4 2025, an estimated $2.67M.
Schroder Investment Management Group first reported a position in WEX in Q4 2020 and held it in 10 quarters.
Schroder Investment Management Group's WEX position peaked at $2.67M in Q3 2025.
428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Schroder Investment Management Group's 13F filing for Q4 2025, filed 13 Feb 2026.