VIA
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Vident Investment Advisory’s WEX WEX Stock Holding History

Vident Investment Advisory’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
2023
Q2 		– Sell
-1,275
Closed -$234K – 1344
2023
Q1 		$234K Buy
+1,275
New +$232K 0.01% 1041
2022
Q3 		– Sell
-1,947
Closed -$298K – 1344
2022
Q2 		$298K Buy
1,947
+181
+10% +$29.6K 0.01% 1018
2022
Q1 		$315K Buy
1,766
+223
+14% +$36.4K 0.01% 1061
2021
Q4 		$216K Buy
1,543
+87
+6% +$13.3K 0.01% 1113
2021
Q3 		$256K Sell
1,456
-160
-10% -$29.2K 0.01% 1034
2021
Q2 		$313K Sell
1,616
-69
-4% -$14.1K 0.01% 930
2021
Q1 		$353K Buy
1,685
+557
+49% +$118K 0.01% 886
2020
Q4 		$230K Buy
+1,128
New +$190K 0.01% 856

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return