West Paces Advisors’s WEX WEX Stock Holding History

West Paces 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	$5.22K	Buy	+37	New	+$5.48K	﹤0.01%	448
2025 Q2	–	Sell	-17	Closed	-$2.67K	–	564
2025 Q1	$2.67K	Hold	17	–	–	﹤0.01%	417
2024 Q4	$2.98K	Hold	17	–	–	﹤0.01%	418
2024 Q3	$3.56K	Hold	17	–	–	﹤0.01%	398
2024 Q2	$3.01K	Hold	17	–	–	﹤0.01%	412
2024 Q1	$4.04K	Buy	+17	New	+$3.66K	﹤0.01%	404
2021 Q3	–	Sell	-9	Closed	-$1.75K	–	641
2021 Q2	$1.75K	Buy	+9	New	+$1.84K	﹤0.01%	558

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

West Paces Advisors's WEX Position: Q2 2026 in Review

West Paces Advisors opened a new position in WEX (WEX) in Q2 2026: 37 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in WEX as recently as Q1 2025.

West Paces Advisors first reported a position in WEX in Q2 2021 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

West Paces Advisors held 37 shares of WEX worth $5.22K as of Q2 2026.
WEX was a new West Paces Advisors position in Q2 2026.
WEX made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #448 holding.
West Paces Advisors first reported a position in WEX in Q2 2021 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.