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 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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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