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Tortoise Investment Management’s WEX WEX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-4
Closed -$630 – 1447
2025
Q3 		$630 Sell
4
-3
-43% -$496 ﹤0.01% 1135
2025
Q2 		$1.03K Buy
7
+1
+17% +$134 ﹤0.01% 962
2025
Q1 		$942 Hold
6
– – ﹤0.01% 757
2024
Q4 		$1.05K Hold
6
– – ﹤0.01% 797
2024
Q3 		$1.26K Sell
6
-4
-40% -$746 ﹤0.01% 802
2024
Q2 		$1.77K Hold
10
– – ﹤0.01% 790
2024
Q1 		$2.38K Buy
+10
New +$2.15K ﹤0.01% 755
2020
Q2 		– Sell
-4
Closed – – 563
2020
Q1 		$0 Hold
4
– – ﹤0.01% 614
2019
Q4 		$1K Hold
4
– – ﹤0.01% 584
2019
Q3 		$1K Hold
4
– – ﹤0.01% 585
2019
Q2 		$1K Hold
4
– – ﹤0.01% 618
2019
Q1 		$1K Buy
+4
New +$676 ﹤0.01% 614

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tortoise Investment Management's WEX Position: Q4 2025 in Review

Tortoise Investment Management sold out of WEX (WEX) in Q4 2025, closing a stake of 4 shares — an estimated $630 sold.

Tortoise Investment Management first reported a position in WEX in Q1 2019 and held it in 12 quarters. The position peaked at $2.38K in Q1 2024. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Tortoise Investment Management reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 WEX shares in Q4 2025, an estimated $630.
  • Tortoise Investment Management first reported a position in WEX in Q1 2019 and held it in 12 quarters.
  • Tortoise Investment Management's WEX position peaked at $2.38K in Q1 2024.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.