TC
WEX icon

TwinBeech Capital’s WEX WEX Stock Holding History

TwinBeech 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
2025
Q1 		– Sell
-11,690
Closed -$2.05M – 997
2024
Q4 		$2.05M Buy
+11,690
New +$2.19M 0.04% 327
2024
Q3 		– Sell
-29,187
Closed -$5.17M – 921
2024
Q2 		$5.17M Buy
+29,187
New +$5.95M 0.1% 225
2022
Q4 		– Sell
-73,165
Closed -$9.29M – 964
2022
Q3 		$9.29M Buy
+73,165
New +$11.5M 0.25% 118
2022
Q1 		– Sell
-10,503
Closed -$1.48M – 763
2021
Q4 		$1.48M Buy
10,503
+8,216
+359% +$1.26M 0.08% 274
2021
Q3 		$403K Sell
2,287
-8,180
-78% -$1.49M 0.03% 462
2021
Q2 		$2.03M Buy
+10,467
New +$2.15M 0.25% 127
2020
Q4 		– Sell
-15,154
Closed -$2.11M – 637
2020
Q3 		$2.11M Buy
+15,154
New +$2.37M 0.46% 66

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

TwinBeech Capital's WEX Position: Q1 2025 in Review

TwinBeech Capital sold out of WEX (WEX) in Q1 2025, closing a stake of 11,690 shares — an estimated $2.05M sold.

TwinBeech Capital first reported a position in WEX in Q3 2020 and held it in 7 quarters. The position peaked at $9.29M in Q3 2022. 423 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • TwinBeech Capital reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • TwinBeech Capital sold 11,690 WEX shares in Q1 2025, an estimated $2.05M.
  • TwinBeech Capital first reported a position in WEX in Q3 2020 and held it in 7 quarters.
  • TwinBeech Capital's WEX position peaked at $9.29M in Q3 2022.
  • 423 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.