Y-Intercept (HK)’s WEX WEX Stock Holding History

Y-Intercept (HK)’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	$2.12M	Buy	+15,000	New	+$2.22M	0.04%	670
2024 Q3	–	Sell	-23,425	Closed	-$4.15M	–	1861
2024 Q2	$4.15M	Buy	+23,425	New	+$4.78M	0.23%	86
2024 Q1	–	Sell	-1,509	Closed	-$294K	–	1805
2023 Q4	$294K	Buy	+1,509	New	+$274K	0.03%	832
2023 Q3	–	Sell	-2,719	Closed	-$495K	–	1672
2023 Q2	$495K	Buy	+2,719	New	+$482K	0.05%	567

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 $3.37T AUM 44.26% 1-Year Est. Return

Y-Intercept (HK)'s WEX Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in WEX (WEX) in Q2 2026: 15,000 shares worth $2.12M. The stake represents 0.04% of the portfolio and ranks #670 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in WEX as recently as Q2 2024.

Y-Intercept (HK) first reported a position in WEX in Q2 2023 and has held it in 4 quarters since. The position peaked at $4.15M in Q2 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Y-Intercept (HK) held 15,000 shares of WEX worth $2.12M as of Q2 2026.
WEX was a new Y-Intercept (HK) position in Q2 2026.
WEX made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #670 holding.
Y-Intercept (HK) first reported a position in WEX in Q2 2023 and has held it in 4 quarters since.
Y-Intercept (HK)'s WEX position peaked at $4.15M in Q2 2024.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.