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
2026 Q2	$4.98M	Buy	+35,308	New	+$5.23M	0.16%	159
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

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

Winton Group's WEX Position: Q2 2026 in Review

Winton Group opened a new position in WEX (WEX) in Q2 2026: 35,308 shares worth $4.98M. The stake represents 0.16% of the portfolio and ranks #159 among its holdings. This is a return to the name: Winton Group previously reported a position in WEX as recently as Q4 2024.

Winton Group first reported a position in WEX in Q2 2014 and has held it in 10 quarters since. The position peaked at $6.22M in Q1 2018. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Winton Group held 35,308 shares of WEX worth $4.98M as of Q2 2026.
WEX was a new Winton Group position in Q2 2026.
WEX made up 0.16% of Winton Group's portfolio in Q2 2026, its #159 holding.
Winton Group first reported a position in WEX in Q2 2014 and has held it in 10 quarters since.
Winton Group's WEX position peaked at $6.22M in Q1 2018.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.