Rothwell Investment Advisors, LLC’s WEX WEX Stock Holding History

Rothwell Investment Advisors, 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	$74.9K	Buy	+444	New	+$80.5K	0.04%	335

Other funds holding WEX

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

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WEX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in WEX (WEX) in Q3 2026: 444 shares worth $74.9K. The stake represents 0.04% of the portfolio and ranks #335 among its holdings.

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

Rothwell Investment Advisors, LLC held 444 shares of WEX worth $74.9K as of Q3 2026.
WEX was a new Rothwell Investment Advisors, LLC position in Q3 2026.
WEX made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #335 holding.
190 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.