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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM