TD Private Client Wealth’s WEX WEX Stock Holding History

TD Private Client Wealth’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	$423	Hold	3	–	–	﹤0.01%	1583
2026 Q1	$459	Hold	3	–	–	﹤0.01%	1500
2025 Q4	$447	Hold	3	–	–	﹤0.01%	1493
2025 Q3	$473	Hold	3	–	–	﹤0.01%	1476
2025 Q2	$441	Buy	+3	New	+$403	﹤0.01%	1351
2022 Q2	–	Sell	-5	Closed	-$892	–	1297
2022 Q1	$892	Hold	5	–	–	﹤0.01%	1218
2021 Q4	$702	Sell	5 -12	-71%	-$1.83K	﹤0.01%	1095
2021 Q3	$2.99K	Buy	17 +5	+42%	+$911	﹤0.01%	997
2021 Q2	$2.33K	Hold	12	–	–	﹤0.01%	1027
2021 Q1	$2.51K	Hold	12	–	–	﹤0.01%	985
2020 Q4	$2.44K	Hold	12	–	–	﹤0.01%	944
2020 Q3	$1.67K	Hold	12	–	–	﹤0.01%	928
2020 Q2	$1.98K	Buy	+12	New	+$1.65K	﹤0.01%	913
2020 Q1	–	Sell	-18	Closed	-$3.77K	–	1136
2019 Q4	$3.77K	Buy	+18	New	+$3.61K	﹤0.01%	844

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

TD Private Client Wealth's WEX Position: Q2 2026 in Review

TD Private Client Wealth held its WEX (WEX) position steady in Q2 2026 at 3 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

TD Private Client Wealth first reported a position in WEX in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.77K in Q4 2019. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

TD Private Client Wealth held 3 shares of WEX worth $423 as of Q2 2026.
TD Private Client Wealth left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1583 holding.
TD Private Client Wealth first reported a position in WEX in Q4 2019 and has held it in 14 quarters since.
TD Private Client Wealth's WEX position peaked at $3.77K in Q4 2019.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.