Storgate’s WEX WEX Stock Holding History

Storgate’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	$673K	Buy	4,770 +2,657	+126%	+$394K	0.14%	171
2026 Q1	$323K	Buy	2,113 +162	+8%	+$25.3K	0.25%	117
2025 Q4	$291K	Buy	+1,951	New	+$294K	0.24%	126

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Storgate's WEX Position: Q2 2026 in Review

Storgate increased its WEX (WEX) stake by 126% in Q2 2026, buying an estimated $394K and bringing the position to 4,770 shares worth $673K. The position accounts for 0.14% of the portfolio, ranked #171.

Storgate first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Storgate held 4,770 shares of WEX worth $673K as of Q2 2026.
Storgate bought 2,657 WEX shares in Q2 2026, an estimated $394K.
WEX made up 0.14% of Storgate's portfolio in Q2 2026, its #171 holding.
Storgate first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.