WCM Investment Management
WEX icon

WCM Investment Management’s WEX WEX Stock Holding History

WCM Investment Management’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
Q1 		– Sell
-111,128
Closed -$19M – 304
2024
Q4 		$19M Sell
111,128
-2,095
-2% -$393K 0.04% 95
2024
Q3 		$23.7M Sell
113,223
-1,175
-1% -$219K 0.05% 81
2024
Q2 		$20M Buy
114,398
+5,829
+5% +$1.19M 0.05% 95
2024
Q1 		$25.8M Buy
108,569
+446
+0.4% +$96K 0.06% 76
2023
Q4 		$21.2M Buy
108,123
+6,992
+7% +$1.27M 0.06% 88
2023
Q3 		$18.9M Buy
101,131
+1,513
+2% +$292K 0.06% 79
2023
Q2 		$18.2M Buy
99,618
+3,434
+4% +$608K 0.05% 84
2023
Q1 		$17.7M Buy
96,184
+377
+0.4% +$68.7K 0.06% 83
2022
Q4 		$15.7M Sell
95,807
-2,375
-2% -$370K 0.05% 86
2022
Q3 		$12.8M Buy
98,182
+2,591
+3% +$407K 0.05% 98
2022
Q2 		$15.1M Buy
95,591
+96
+0.1% +$15.7K 0.05% 83
2022
Q1 		$17M Buy
95,495
+11,357
+13% +$1.85M 0.05% 85
2021
Q4 		$11.8M Buy
84,138
+5,302
+7% +$810K 0.03% 121
2021
Q3 		$13.9M Buy
78,836
+24,781
+46% +$4.52M 0.03% 92
2021
Q2 		$10.5M Buy
54,055
+2,173
+4% +$446K 0.03% 120
2021
Q1 		$10.9M Buy
51,882
+6,735
+15% +$1.42M 0.03% 104
2020
Q4 		$9.19M Buy
45,147
+76
+0.2% +$12.8K 0.03% 117
2020
Q3 		$6.26M Buy
45,071
+1,205
+3% +$189K 0.02% 124
2020
Q2 		$7.24M Buy
+43,866
New +$6.02M 0.03% 99

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Morgan Stanley
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IC
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PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return