Washington Trust’s WEX WEX Stock Holding History

Washington Trust’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 Q2	–	Sell	-26	Closed	-$4.08K	–	731
2025 Q1	$4.08K	Hold	26	–	–	﹤0.01%	673
2024 Q4	$4.56K	Buy	26 +20	+333%	+$3.75K	﹤0.01%	746
2024 Q3	$1.26K	Buy	+6	New	+$1.12K	﹤0.01%	822

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Washington Trust's WEX Position: Q2 2025 in Review

Washington Trust sold out of WEX (WEX) in Q2 2025, closing a stake of 26 shares — an estimated $4.08K sold.

Washington Trust first reported a position in WEX in Q3 2024 and held it in 3 quarters. The position peaked at $4.56K in Q4 2024. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

Washington Trust reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 26 WEX shares in Q2 2025, an estimated $4.08K.
Washington Trust first reported a position in WEX in Q3 2024 and held it in 3 quarters.
Washington Trust's WEX position peaked at $4.56K in Q4 2024.
384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.