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

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vestmark Advisory Solutions's WEX Position: Q4 2025 in Review

Vestmark Advisory Solutions sold out of WEX (WEX) in Q4 2025, closing a stake of 1,525 shares — an estimated $240K sold.

Vestmark Advisory Solutions first reported a position in WEX in Q1 2019 and held it in 7 quarters. The position peaked at $514K in Q2 2019. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Vestmark Advisory Solutions reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 1,525 WEX shares in Q4 2025, an estimated $240K.
  • Vestmark Advisory Solutions first reported a position in WEX in Q1 2019 and held it in 7 quarters.
  • Vestmark Advisory Solutions's WEX position peaked at $514K in Q2 2019.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.