Superior Planning, LLC’s WEX WEX Stock Holding History

Superior Planning, LLC’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 Q3	$3.37K	Buy	+20	New	+$3.63K	﹤0.01%	1357

Other funds holding WEX

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's WEX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WEX (WEX) in Q3 2026: 20 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings.

288 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

Superior Planning, LLC held 20 shares of WEX worth $3.37K as of Q3 2026.
WEX was a new Superior Planning, LLC position in Q3 2026.
WEX made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1357 holding.
288 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.