Winton Group’s WEX WEX Stock Holding History

Winton Group’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	-13,376	Closed	-$2.35M	–	804
2024 Q4	$2.35M	Sell	13,376 -15,297	-53%	-$2.87M	0.16%	147
2024 Q3	$6.01M	Buy	+28,673	New	+$5.34M	0.42%	52
2023 Q2	–	Sell	-3,248	Closed	-$597K	–	1144
2023 Q1	$597K	Buy	+3,248	New	+$592K	0.04%	628
2019 Q1	–	Sell	-2,705	Closed	-$379K	–	1195
2018 Q4	$379K	Sell	2,705 -61	-2%	-$10K	0.01%	575
2018 Q3	$555K	Buy	+2,766	New	+$530K	0.01%	584
2018 Q2	–	Sell	-39,707	Closed	-$6.22M	–	1172
2018 Q1	$6.22M	Buy	+39,707	New	+$5.97M	0.18%	171
2015 Q1	–	Sell	-7,501	Closed	-$742K	–	550
2014 Q4	$742K	Buy	7,501 +1,276	+20%	+$136K	0.01%	496
2014 Q3	$687K	Sell	6,225 -2,468	-28%	-$271K	﹤0.01%	562
2014 Q2	$913K	Buy	+8,693	New	+$830K	0.01%	540

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return