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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
Q2 		$346K Hold
2,450
– – 0.03% 54
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

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

Wilkinson Global Asset Management's WEX Position: Q2 2026 in Review

Wilkinson Global Asset Management held its WEX (WEX) position steady in Q2 2026 at 2,450 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #54.

Wilkinson Global Asset Management first reported a position in WEX in Q1 2021 and has held it in 22 quarters since. The position peaked at $582K in Q1 2024. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Wilkinson Global Asset Management held 2,450 shares of WEX worth $346K as of Q2 2026.
  • Wilkinson Global Asset Management left its WEX share count unchanged in Q2 2026.
  • WEX made up 0.03% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #54 holding.
  • Wilkinson Global Asset Management first reported a position in WEX in Q1 2021 and has held it in 22 quarters since.
  • Wilkinson Global Asset Management's WEX position peaked at $582K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.