WPG Advisers’s IDEX IEX Stock Holding History

WPG Advisers’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.7K	Buy	87 +9	+12%	+$1.9K	0.01%	558
2026 Q1	$14.8K	Buy	78 +1	+1%	+$197	0.01%	563
2025 Q4	$13.7K	Buy	77 +3	+4%	+$513	0.01%	608
2025 Q3	$12K	Sell	74 -20	-21%	-$3.38K	0.01%	645
2025 Q2	$16.5K	Buy	94 +16	+21%	+$2.84K	0.01%	527
2025 Q1	$14.1K	Sell	78 -41	-34%	-$8.16K	0.01%	556
2024 Q4	$24.9K	Buy	+119	New	+$26K	0.02%	421

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

WPG Advisers's IEX Position: Q2 2026 in Review

WPG Advisers increased its IDEX (IEX) stake by 12% in Q2 2026, buying an estimated $1.9K and bringing the position to 87 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #558.

WPG Advisers first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.9K in Q4 2024. 320 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

WPG Advisers held 87 shares of IDEX worth $19.7K as of Q2 2026.
WPG Advisers bought 9 IDEX shares in Q2 2026, an estimated $1.9K.
IDEX made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #558 holding.
WPG Advisers first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's IDEX position peaked at $24.9K in Q4 2024.
320 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.