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Trust Company of Vermont’s WEX WEX Stock Holding History

Trust Company of Vermont’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
Q3 		– Sell
-14
Closed -$2.06K – 1188
2025
Q2 		$2.06K Hold
14
– – ﹤0.01% 1002
2025
Q1 		$2.2K Sell
14
-1,410
-99% -$232K ﹤0.01% 933
2024
Q4 		$250K Buy
1,424
+1,005
+240% +$188K 0.01% 316
2024
Q3 		$87.9K Sell
419
-111
-21% -$20.7K ﹤0.01% 428
2024
Q2 		$93.9K Buy
+530
New +$108K 0.01% 411
2017
Q3 		– Sell
-27
Closed -$3K – 988
2017
Q2 		$3K Buy
+27
New +$2.78K ﹤0.01% 895

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Trust Company of Vermont's WEX Position: Q3 2025 in Review

Trust Company of Vermont sold out of WEX (WEX) in Q3 2025, closing a stake of 14 shares — an estimated $2.06K sold.

Trust Company of Vermont first reported a position in WEX in Q2 2017 and held it in 6 quarters. The position peaked at $250K in Q4 2024. 392 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Trust Company of Vermont reported no remaining WEX position as of Q3 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 14 WEX shares in Q3 2025, an estimated $2.06K.
  • Trust Company of Vermont first reported a position in WEX in Q2 2017 and held it in 6 quarters.
  • Trust Company of Vermont's WEX position peaked at $250K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Trust Company of Vermont's 13F filing for Q3 2025, filed 14 Oct 2025.