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Truvestments Capital’s WEX WEX Stock Holding History

Truvestments Capital’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 		$12K Sell
85
-12
-12% -$1.78K ﹤0.01% 765
2026
Q1 		$14.8K Sell
97
-111
-53% -$17.4K ﹤0.01% 691
2025
Q4 		$31K Sell
208
-47
-18% -$7.08K 0.01% 517
2025
Q3 		$40.2K Sell
255
-131
-34% -$21.7K 0.01% 477
2025
Q2 		$56.7K Sell
386
-67
-15% -$9K 0.01% 381
2025
Q1 		$71.1K Sell
453
-1,233
-73% -$203K 0.02% 337
2024
Q4 		$296K Buy
1,686
+78
+5% +$14.6K 0.08% 178
2024
Q3 		$337K Sell
1,608
-314
-16% -$58.5K 0.09% 164
2024
Q2 		$340K Buy
1,922
+103
+6% +$21K 0.14% 154
2024
Q1 		$432K Buy
1,819
+271
+18% +$58.3K 0.17% 129
2023
Q4 		$301K Buy
1,548
+47
+3% +$8.52K 0.14% 166
2023
Q3 		$282K Buy
1,501
+16
+1% +$3.09K 0.15% 134
2023
Q2 		$270K Sell
1,485
-1
-0.1% -$177 0.13% 141
2023
Q1 		$273K Buy
1,486
+443
+42% +$80.7K 0.15% 125
2022
Q4 		$171K Buy
+1,043
New +$162K 0.1% 173
2020
Q3 		– Sell
-9
Closed -$1K – 557
2020
Q2 		$1K Buy
+9
New +$1.24K ﹤0.01% 556

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 $3.38T AUM 44.17% 1-Year Est. Return

Truvestments Capital's WEX Position: Q2 2026 in Review

Truvestments Capital reduced its WEX (WEX) stake by 12% in Q2 2026, selling an estimated $1.78K and leaving 85 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Truvestments Capital first reported a position in WEX in Q2 2020 and has held it in 16 quarters since. The position peaked at $432K in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Truvestments Capital held 85 shares of WEX worth $12K as of Q2 2026.
  • Truvestments Capital sold 12 WEX shares in Q2 2026, an estimated $1.78K.
  • WEX made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #765 holding.
  • Truvestments Capital first reported a position in WEX in Q2 2020 and has held it in 16 quarters since.
  • Truvestments Capital's WEX position peaked at $432K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.