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Wilmington Savings Fund Society’s WEX WEX Stock Holding History

Wilmington Savings Fund Society’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 		$22K Sell
156
-5
-3% -$741 ﹤0.01% 1064
2026
Q1 		$24.6K Sell
161
-6
-4% -$938 ﹤0.01% 1021
2025
Q4 		$24.9K Sell
167
-8
-5% -$1.21K ﹤0.01% 1026
2025
Q3 		$27.6K Buy
175
+11
+7% +$1.82K ﹤0.01% 1010
2025
Q2 		$24.1K Sell
164
-5
-3% -$672 ﹤0.01% 1415
2025
Q1 		$26.5K Hold
169
– – ﹤0.01% 1393
2024
Q4 		$29.6K Hold
169
– – ﹤0.01% 1391
2024
Q3 		$35.4K Buy
+169
New +$31.5K ﹤0.01% 1307

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

Wilmington Savings Fund Society's WEX Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its WEX (WEX) stake by 3.1% in Q2 2026, selling an estimated $741 and leaving 156 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Wilmington Savings Fund Society first reported a position in WEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.4K in Q3 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Wilmington Savings Fund Society held 156 shares of WEX worth $22K as of Q2 2026.
  • Wilmington Savings Fund Society sold 5 WEX shares in Q2 2026, an estimated $741.
  • WEX made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1064 holding.
  • Wilmington Savings Fund Society first reported a position in WEX in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's WEX position peaked at $35.4K in Q3 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.