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Smartleaf Asset Management’s WEX WEX Stock Holding History

Smartleaf Asset Management’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 		$66.6K Hold
487
– – ﹤0.01% 1369
2026
Q1 		$74.7K Buy
487
+62
+15% +$9.69K ﹤0.01% 1256
2025
Q4 		$64.3K Buy
425
+55
+15% +$8.29K ﹤0.01% 1426
2025
Q3 		$59.4K Buy
370
+275
+289% +$45.5K ﹤0.01% 1311
2025
Q2 		$14K Sell
95
-204
-68% -$27.4K ﹤0.01% 1703
2025
Q1 		$46.2K Sell
299
-28
-9% -$4.61K ﹤0.01% 1189
2024
Q4 		$55.8K Buy
327
+66
+25% +$12.4K 0.01% 1129
2024
Q3 		$54.6K Buy
261
+97
+59% +$18.1K 0.01% 887
2024
Q2 		$28.6K Buy
164
+129
+369% +$26.3K ﹤0.01% 897
2024
Q1 		$8.19K Buy
35
+8
+30% +$1.72K ﹤0.01% 1064
2023
Q4 		$4.91K Buy
+27
New +$4.9K ﹤0.01% 870

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Smartleaf Asset Management's WEX Position: Q2 2026 in Review

Smartleaf Asset Management held its WEX (WEX) position steady in Q2 2026 at 487 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Smartleaf Asset Management first reported a position in WEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $74.7K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Smartleaf Asset Management held 487 shares of WEX worth $66.6K as of Q2 2026.
  • Smartleaf Asset Management left its WEX share count unchanged in Q2 2026.
  • WEX made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1369 holding.
  • Smartleaf Asset Management first reported a position in WEX in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's WEX position peaked at $74.7K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.