SAM
WEX icon

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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return