SJS Investment Consulting’s WEX WEX Stock Holding History

SJS Investment Consulting’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	$16.6K	Sell	118 -64	-35%	-$9.48K	﹤0.01%	862
2026 Q1	$27.9K	Buy	182 +53	+41%	+$8.28K	﹤0.01%	577
2025 Q4	$19.2K	Buy	129 +126	+4,200%	+$19K	﹤0.01%	638
2025 Q3	$473	Hold	3	–	–	﹤0.01%	1245
2025 Q2	$441	Buy	3 +1	+50%	+$134	﹤0.01%	1152
2025 Q1	$315	Sell	2 -5	-71%	-$823	﹤0.01%	1370
2024 Q4	$1.23K	Hold	7	–	–	﹤0.01%	924
2024 Q3	$1.47K	Hold	7	–	–	﹤0.01%	931
2024 Q2	$1.24K	Sell	7 -85	-92%	-$17.3K	﹤0.01%	947
2024 Q1	$21.9K	Buy	92 +86	+1,433%	+$18.5K	﹤0.01%	269
2023 Q4	$1.17K	Hold	6	–	–	﹤0.01%	886
2023 Q3	$1.13K	Buy	6 +1	+20%	+$193	﹤0.01%	882
2023 Q2	$911	Sell	5 -2	-29%	-$354	﹤0.01%	938
2023 Q1	$1.29K	Buy	7 +1	+17%	+$182	﹤0.01%	776
2022 Q4	$982	Buy	6 +3	+100%	+$467	﹤0.01%	941
2022 Q3	$0	Buy	+3	New	+$472	﹤0.01%	1593

Other funds holding WEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SJS Investment Consulting's WEX Position: Q2 2026 in Review

SJS Investment Consulting reduced its WEX (WEX) stake by 35% in Q2 2026, selling an estimated $9.48K and leaving 118 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

SJS Investment Consulting first reported a position in WEX in Q3 2022 and has held it in 16 quarters since. The position peaked at $27.9K in Q1 2026. 192 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

SJS Investment Consulting held 118 shares of WEX worth $16.6K as of Q2 2026.
SJS Investment Consulting sold 64 WEX shares in Q2 2026, an estimated $9.48K.
WEX made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #862 holding.
SJS Investment Consulting first reported a position in WEX in Q3 2022 and has held it in 16 quarters since.
SJS Investment Consulting's WEX position peaked at $27.9K in Q1 2026.
192 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.