Ray Dalio's WEX Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 57,869 shares of WEX Inc. (WEX) worth $8.62 M, representing 0.03% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in WEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 72,438 shares. Largest reduction occurred in Q3 2024, reducing 77,226 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's WEX (WEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEX (WEX) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +38,715 | Add 202.12% | 57,869 | $148.98 |
| Q3 2025 | +19,154 | New Buy | 19,154 | $157.53 |
| Q4 2024 | -9,152 | Sold Out | 0 | $0.00 |
| Q3 2024 | -77,226 | Reduce 89.40% | 9,152 | $209.73 |
| Q2 2024 | +46,243 | Add 115.22% | 86,378 | $177.14 |
| Q1 2024 | +37,970 | Add 1753.81% | 40,135 | $237.53 |
| Q4 2023 | +2,165 | New Buy | 2,165 | $194.55 |
| Q3 2023 | -32,343 | Sold Out | 0 | $0.00 |
| Q2 2023 | +435 | Add 1.36% | 32,343 | $182.07 |
| Q1 2023 | +12,717 | Add 66.27% | 31,908 | $183.89 |
| Q4 2022 | -43,706 | Reduce 69.49% | 19,191 | $163.65 |
| Q3 2022 | -12,048 | Reduce 16.08% | 62,897 | $126.94 |
| Q2 2022 | +72,438 | Add 2889.43% | 74,945 | $155.55 |
| Q1 2022 | +182 | Add 7.83% | 2,507 | $178.30 |
| Q4 2021 | +2,325 | New Buy | 2,325 | $140.22 |
Ray Dalio's WEX Investment FAQs
Ray Dalio first purchased WEX Inc. (WEX) in Q4 2021, acquiring 2,325 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held WEX Inc. (WEX) for 15 quarters since Q4 2021.
Ray Dalio's largest addition to WEX Inc. (WEX) was in Q2 2022, adding 74,945 shares worth $11.66 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 57,869 shares of WEX Inc. (WEX), valued at approximately $8.62 M.
As of the Q4 2025 filing, WEX Inc. (WEX) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in WEX Inc. (WEX) was 86,378 shares, as reported at the end of Q2 2024.