YDMI
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Y.D. More Investments’s WEX WEX Stock Holding History

Y.D. More Investments’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
Q1 		– Sell
-62
Closed -$9.24K – 520
2025
Q4 		$9.24K Sell
62
-62
-50% -$9.34K ﹤0.01% 368
2025
Q3 		$19.9K Sell
124
-42
-25% -$6.95K ﹤0.01% 342
2025
Q2 		$24.4K Sell
166
-47
-22% -$6.31K ﹤0.01% 340
2025
Q1 		$33.6K Sell
213
-1
-0.5% -$165 ﹤0.01% 330
2024
Q4 		$37.5K Sell
214
-16
-7% -$3K ﹤0.01% 310
2024
Q3 		$41.2K Sell
230
-57
-20% -$10.6K ﹤0.01% 293
2024
Q2 		$50.8K Buy
287
+6
+2% +$1.22K 0.01% 296
2024
Q1 		$66.7K Sell
281
-157
-36% -$33.8K 0.01% 224
2023
Q4 		$79K Sell
438
-8
-2% -$1.45K 0.02% 215
2023
Q3 		$89.9K Sell
446
-126
-22% -$24.3K 0.02% 204
2023
Q2 		$104K Sell
572
-65
-10% -$11.5K 0.02% 173
2023
Q1 		$32.4K Sell
637
-258
-29% -$47K 0.01% 243
2022
Q4 		$41.4K Buy
+895
New +$139K 0.01% 262

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Y.D. More Investments's WEX Position: Q1 2026 in Review

Y.D. More Investments sold out of WEX (WEX) in Q1 2026, closing a stake of 62 shares — an estimated $9.24K sold.

Y.D. More Investments first reported a position in WEX in Q4 2022 and held it in 13 quarters. The position peaked at $104K in Q2 2023. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Y.D. More Investments reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Y.D. More Investments sold 62 WEX shares in Q1 2026, an estimated $9.24K.
  • Y.D. More Investments first reported a position in WEX in Q4 2022 and held it in 13 quarters.
  • Y.D. More Investments's WEX position peaked at $104K in Q2 2023.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.