VAS
WEX icon

Vestmark Advisory Solutions’s WEX WEX Stock Holding History

Vestmark Advisory Solutions’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
-1,525
Closed -$240K – 1289
2025
Q3 		$240K Buy
+1,525
New +$252K ﹤0.01% 836
2023
Q2 		– Sell
-1,193
Closed -$219K – 927
2023
Q1 		$219K Buy
+1,193
New +$217K 0.01% 795
2020
Q3 		– Sell
-2,451
Closed -$404K – 583
2020
Q2 		$404K Buy
2,451
+166
+7% +$22.8K 0.06% 345
2020
Q1 		$239K Buy
+2,285
New +$427K 0.05% 419
2019
Q4 		– Sell
-2,434
Closed -$492K – 522
2019
Q3 		$492K Sell
2,434
-37
-1% -$7.66K 0.08% 302
2019
Q2 		$514K Sell
2,471
-92
-4% -$18.5K 0.09% 277
2019
Q1 		$492K Buy
+2,563
New +$433K 0.09% 285

Other funds holding WEX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return