AlphaCore Capital
WEX icon

AlphaCore Capital’s WEX WEX Stock Holding History

AlphaCore Capital’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 		$335K Buy
+1,985
New +$360K 0.01% 1042

Other funds holding WEX

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AlphaCore Capital's WEX Position: Q3 2026 in Review

AlphaCore Capital opened a new position in WEX (WEX) in Q3 2026: 1,985 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #1042 among its holdings.

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

  • AlphaCore Capital held 1,985 shares of WEX worth $335K as of Q3 2026.
  • WEX was a new AlphaCore Capital position in Q3 2026.
  • WEX made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1042 holding.
  • 235 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.