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Swiss Life Asset Management’s WEX WEX Stock Holding History

Swiss Life 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 		$550K Buy
3,896
+1,705
+78% +$253K ﹤0.01% 910
2026
Q1 		$335K Sell
2,191
-611
-22% -$95.5K ﹤0.01% 1072
2025
Q4 		$417K Buy
2,802
+1,305
+87% +$197K ﹤0.01% 868
2025
Q3 		$236K Buy
+1,497
New +$248K ﹤0.01% 1032

Other funds holding WEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swiss Life Asset Management's WEX Position: Q2 2026 in Review

Swiss Life Asset Management increased its WEX (WEX) stake by 78% in Q2 2026, buying an estimated $253K and bringing the position to 3,896 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Swiss Life Asset Management first reported a position in WEX in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Swiss Life Asset Management held 3,896 shares of WEX worth $550K as of Q2 2026.
  • Swiss Life Asset Management bought 1,705 WEX shares in Q2 2026, an estimated $253K.
  • WEX made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #910 holding.
  • Swiss Life Asset Management first reported a position in WEX in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.