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Summit Trail Advisors’s WEX WEX Stock Holding History

Summit Trail Advisors’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 		$1.37M Buy
8,938
+4,344
+95% +$679K 0.02% 773
2025
Q4 		$684K Sell
4,594
-355
-7% -$53.5K 0.01% 987
2025
Q3 		$780K Buy
4,949
+454
+10% +$75.1K 0.01% 946
2025
Q2 		$660K Buy
+4,495
New +$604K 0.01% 629
2024
Q4 		– Sell
-1,176
Closed -$247K – 785
2024
Q3 		$247K Buy
+1,176
New +$219K 0.01% 607
2018
Q1 		– Sell
-70
Closed -$11K – 1653
2017
Q4 		$11K Buy
+70
New +$8.76K ﹤0.01% 1204

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