YCM
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Yousif Capital Management’s WEX WEX Stock Holding History

Yousif Capital Management’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 		$1.53M Sell
10,012
-572
-5% -$89.4K 0.02% 817
2025
Q4 		$1.61M Sell
10,584
-204
-2% -$30.7K 0.02% 830
2025
Q3 		$1.7M Sell
10,788
-745
-6% -$123K 0.02% 808
2025
Q2 		$1.69M Sell
11,533
-2,082
-15% -$280K 0.02% 828
2025
Q1 		$2.14M Sell
13,615
-398
-3% -$65.5K 0.02% 679
2024
Q4 		$2.46M Sell
14,013
-1,080
-7% -$203K 0.03% 629
2024
Q3 		$3.17M Sell
15,093
-2,478
-14% -$462K 0.03% 511
2024
Q2 		$3.11M Sell
17,571
-1,901
-10% -$388K 0.04% 523
2024
Q1 		$4.63M Sell
19,472
-391
-2% -$84.1K 0.05% 373
2023
Q4 		$3.86M Sell
19,863
-299
-1% -$54.2K 0.05% 425
2023
Q3 		$3.79M Sell
20,162
-1,045
-5% -$202K 0.05% 402
2023
Q2 		$3.86M Sell
21,207
-1,175
-5% -$208K 0.05% 414
2023
Q1 		$4.12M Sell
22,382
-175
-0.8% -$31.9K 0.05% 382
2022
Q4 		$3.69M Buy
22,557
+16
+0.1% +$2.49K 0.05% 430
2022
Q3 		$2.86M Sell
22,541
-2,581
-10% -$406K 0.04% 508
2022
Q2 		$3.91M Buy
25,122
+1,150
+5% +$188K 0.05% 394
2022
Q1 		$4.28M Buy
23,972
+310
+1% +$50.6K 0.05% 430
2021
Q4 		$3.32M Buy
+23,662
New +$3.62M 0.03% 612

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IC
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VCM
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VPM
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AQR Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return