Turtle Creek Asset Management’s WEX WEX Stock Holding History

Turtle Creek Asset 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
2026 Q2	$103M	Buy	728,088 +58,753	+9%	+$8.7M	4.01%	12
2026 Q1	$102M	Buy	669,335 +246,923	+58%	+$38.6M	3.83%	14
2025 Q4	$62.9M	Sell	422,412 -169,788	-29%	-$25.6M	2.77%	18
2025 Q3	$93.3M	Buy	+592,200	New	+$98M	2.82%	17

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Turtle Creek Asset Management's WEX Position: Q2 2026 in Review

Turtle Creek Asset Management increased its WEX (WEX) stake by 8.8% in Q2 2026, buying an estimated $8.7M and bringing the position to 728,088 shares worth $103M. The position accounts for 4.01% of the portfolio, ranked #12.

Turtle Creek Asset Management first reported a position in WEX in Q3 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Turtle Creek Asset Management held 728,088 shares of WEX worth $103M as of Q2 2026.
Turtle Creek Asset Management bought 58,753 WEX shares in Q2 2026, an estimated $8.7M.
WEX made up 4.01% of Turtle Creek Asset Management's portfolio in Q2 2026, its #12 holding.
Turtle Creek Asset Management first reported a position in WEX in Q3 2025 and has held it in 4 quarters since.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Turtle Creek Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.