YCM
WEX icon

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
Q2 		$1.34M Sell
9,473
-539
-5% -$79.9K 0.02% 883
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

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Yousif Capital Management's WEX Position: Q2 2026 in Review

Yousif Capital Management reduced its WEX (WEX) stake by 5.4% in Q2 2026, selling an estimated $79.9K and leaving 9,473 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #883.

Yousif Capital Management first reported a position in WEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.63M in Q1 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Yousif Capital Management held 9,473 shares of WEX worth $1.34M as of Q2 2026.
  • Yousif Capital Management sold 539 WEX shares in Q2 2026, an estimated $79.9K.
  • WEX made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #883 holding.
  • Yousif Capital Management first reported a position in WEX in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's WEX position peaked at $4.63M in Q1 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.