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

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WCM Investment Management's WEX Position: Q1 2025 in Review

WCM Investment Management sold out of WEX (WEX) in Q1 2025, closing a stake of 111,128 shares — an estimated $19M sold.

WCM Investment Management first reported a position in WEX in Q2 2020 and held it in 19 quarters. The position peaked at $25.8M in Q1 2024. 423 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • WCM Investment Management reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • WCM Investment Management sold 111,128 WEX shares in Q1 2025, an estimated $19M.
  • WCM Investment Management first reported a position in WEX in Q2 2020 and held it in 19 quarters.
  • WCM Investment Management's WEX position peaked at $25.8M in Q1 2024.
  • 423 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.