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Syon Capital’s WEX WEX Stock Holding History

Syon Capital’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 		$352K Sell
2,497
-2,702
-52% -$400K 0.02% 747
2026
Q1 		$796K Buy
5,199
+2,065
+66% +$323K 0.04% 382
2025
Q4 		$467K Buy
3,134
+751
+32% +$113K 0.02% 589
2025
Q3 		$375K Buy
2,383
+187
+9% +$30.9K 0.02% 585
2025
Q2 		$323K Buy
+2,196
New +$295K 0.02% 518

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

Syon Capital's WEX Position: Q2 2026 in Review

Syon Capital reduced its WEX (WEX) stake by 52% in Q2 2026, selling an estimated $400K and leaving 2,497 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #747.

Syon Capital first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $796K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Syon Capital held 2,497 shares of WEX worth $352K as of Q2 2026.
  • Syon Capital sold 2,702 WEX shares in Q2 2026, an estimated $400K.
  • WEX made up 0.02% of Syon Capital's portfolio in Q2 2026, its #747 holding.
  • Syon Capital first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's WEX position peaked at $796K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.