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Tidal Investments’s WEX WEX Stock Holding History

Tidal Investments’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 		$969K Buy
6,868
+2,642
+63% +$391K ﹤0.01% 1765
2026
Q1 		$647K Sell
4,226
-1,138
-21% -$178K ﹤0.01% 1715
2025
Q4 		$799K Buy
5,364
+487
+10% +$73.4K ﹤0.01% 1392
2025
Q3 		$768K Sell
4,877
-52
-1% -$8.6K ﹤0.01% 1342
2025
Q2 		$724K Buy
4,929
+686
+16% +$92.1K ﹤0.01% 1182
2025
Q1 		$666K Sell
4,243
-886
-17% -$146K 0.01% 1168
2024
Q4 		$899K Buy
5,129
+1,529
+42% +$287K 0.01% 1059
2024
Q3 		$755K Sell
3,600
-1,726
-32% -$322K 0.01% 1152
2024
Q2 		$943K Buy
5,326
+858
+19% +$175K 0.01% 934
2024
Q1 		$1.06M Sell
4,468
-270
-6% -$58.1K 0.02% 847
2023
Q4 		$922K Buy
4,738
+1,842
+64% +$334K 0.02% 668
2023
Q3 		$545K Buy
2,896
+314
+12% +$60.6K 0.02% 802
2023
Q2 		$470K Buy
2,582
+426
+20% +$75.4K 0.01% 848
2023
Q1 		$396K Buy
2,156
+76
+4% +$13.8K 0.01% 885
2022
Q4 		$340K Buy
2,080
+120
+6% +$18.7K 0.01% 787
2022
Q3 		$249K Buy
1,960
+669
+52% +$105K 0.01% 847
2022
Q2 		$201K Buy
+1,291
New +$211K 0.01% 992

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

Tidal Investments's WEX Position: Q2 2026 in Review

Tidal Investments increased its WEX (WEX) stake by 63% in Q2 2026, buying an estimated $391K and bringing the position to 6,868 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Tidal Investments first reported a position in WEX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Tidal Investments held 6,868 shares of WEX worth $969K as of Q2 2026.
  • Tidal Investments bought 2,642 WEX shares in Q2 2026, an estimated $391K.
  • WEX made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1765 holding.
  • Tidal Investments first reported a position in WEX in Q2 2022 and has held it in 17 quarters since.
  • Tidal Investments's WEX position peaked at $1.06M in Q1 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.