WGAM
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Wilkinson Global Asset Management’s WEX WEX Stock Holding History

Wilkinson Global Asset 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
2026
Q1 		$375K Hold
2,450
– – 0.03% 47
2025
Q4 		$365K Hold
2,450
– – 0.02% 53
2025
Q3 		$386K Hold
2,450
– – 0.02% 51
2025
Q2 		$360K Hold
2,450
– – 0.02% 55
2025
Q1 		$385K Hold
2,450
– – 0.02% 57
2024
Q4 		$430K Hold
2,450
– – 0.03% 58
2024
Q3 		$514K Hold
2,450
– – 0.03% 54
2024
Q2 		$434K Hold
2,450
– – 0.03% 62
2024
Q1 		$582K Hold
2,450
– – 0.04% 55
2023
Q4 		$477K Hold
2,450
– – 0.03% 60
2023
Q3 		$461K Hold
2,450
– – 0.04% 61
2023
Q2 		$446K Hold
2,450
– – 0.03% 61
2023
Q1 		$451K Hold
2,450
– – 0.04% 60
2022
Q4 		$401K Hold
2,450
– – 0.03% 65
2022
Q3 		$311K Hold
2,450
– – 0.03% 71
2022
Q2 		$381K Hold
2,450
– – 0.03% 64
2022
Q1 		$437K Hold
2,450
– – 0.03% 64
2021
Q4 		$344K Hold
2,450
– – 0.02% 72
2021
Q3 		$432K Hold
2,450
– – 0.03% 70
2021
Q2 		$475K Hold
2,450
– – 0.03% 66
2021
Q1 		$513K Buy
+2,450
New +$517K 0.03% 65

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PCM
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Morgan Stanley
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IC
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return