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Waverly Advisors’s WEX WEX Stock Holding History

Waverly Advisors’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
2026
Q2 		– Sell
-1,948
Closed -$298K – 1839
2026
Q1 		$298K Buy
+1,948
New +$304K ﹤0.01% 1302

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waverly Advisors's WEX Position: Q2 2026 in Review

Waverly Advisors sold out of WEX (WEX) in Q2 2026, closing a stake of 1,948 shares — an estimated $298K sold.

Waverly Advisors first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $298K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Waverly Advisors reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,948 WEX shares in Q2 2026, an estimated $298K.
  • Waverly Advisors first reported a position in WEX in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's WEX position peaked at $298K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.