Clark Asset Management
WEX icon

Clark Asset Management’s WEX WEX Stock Holding History

Clark Asset 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
Q3 		$551K Hold
3,265
– – 0.04% 145
2026
Q2 		$461K Hold
3,265
– – 0.04% 166
2026
Q1 		$500K Hold
3,265
– – 0.05% 132
2025
Q4 		$486K Hold
3,265
– – 0.05% 126
2025
Q3 		$514K Hold
3,265
– – 0.06% 119
2025
Q2 		$480K Buy
+3,265
New +$439K 0.07% 109

Other funds holding WEX

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Clark Asset Management's WEX Position: Q3 2026 in Review

Clark Asset Management held its WEX (WEX) position steady in Q3 2026 at 3,265 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #145.

Clark Asset Management first reported a position in WEX in Q2 2025 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Clark Asset Management held 3,265 shares of WEX worth $551K as of Q3 2026.
  • Clark Asset Management left its WEX share count unchanged in Q3 2026.
  • WEX made up 0.04% of Clark Asset Management's portfolio in Q3 2026, its #145 holding.
  • Clark Asset Management first reported a position in WEX in Q2 2025 and has held it in 6 quarters since.
  • 190 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.