Creative Financial Designs’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $847 | Hold |
6
| – | – | ﹤0.01% | 2062 |
|
|
2026
Q1 | $918 | Hold |
6
| – | – | ﹤0.01% | 1913 |
|
|
2025
Q4 | $894 | Hold |
6
| – | – | ﹤0.01% | 1809 |
|
|
2025
Q3 | $945 | Hold |
6
| – | – | ﹤0.01% | 1815 |
|
|
2025
Q2 | $881 | Sell |
6
-7
| -54% | -$940 | ﹤0.01% | 1802 |
|
|
2025
Q1 | $2.04K | Hold |
13
| – | – | ﹤0.01% | 1662 |
|
|
2024
Q4 | $2.28K | Hold |
13
| – | – | ﹤0.01% | 1566 |
|
|
2024
Q3 | $2.73K | Hold |
13
| – | – | ﹤0.01% | 1492 |
|
|
2024
Q2 | $2.3K | Hold |
13
| – | – | ﹤0.01% | 1465 |
|
|
2024
Q1 | $3.09K | Hold |
13
| – | – | ﹤0.01% | 1414 |
|
|
2023
Q4 | $2.53K | Hold |
13
| – | – | ﹤0.01% | 1390 |
|
|
2023
Q3 | $2.44K | Hold |
13
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q2 | $2.37K | Hold |
13
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q1 | $2.39K | Sell |
13
-250
| -95% | -$45.5K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $43K | Hold |
263
| – | – | 0.01% | 598 |
|
|
2022
Q3 | $33K | Hold |
263
| – | – | 0.01% | 628 |
|
|
2022
Q2 | $41K | Hold |
263
| – | – | 0.01% | 587 |
|
|
2022
Q1 | $47K | Hold |
263
| – | – | 0.01% | 575 |
|
|
2021
Q4 | $37K | Hold |
263
| – | – | 0.01% | 629 |
|
|
2021
Q3 | $46K | Hold |
263
| – | – | 0.01% | 639 |
|
|
2021
Q2 | $51K | Hold |
263
| – | – | 0.01% | 601 |
|
|
2021
Q1 | $55K | Hold |
263
| – | – | 0.01% | 541 |
|
|
2020
Q4 | $54K | Hold |
263
| – | – | 0.01% | 497 |
|
|
2020
Q3 | $37K | Hold |
263
| – | – | 0.01% | 528 |
|
|
2020
Q2 | $43K | Buy |
+263
| New | +$36.1K | 0.01% | 446 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$3K | – | 764 |
|
|
2018
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 624 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 674 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 628 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 624 |
|
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 710 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 727 |
|
|
2017
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 683 |
|
|
2016
Q4 | $1K | Buy |
+13
| New | +$1.41K | ﹤0.01% | 694 |
|
Other funds holding WEX
JT
PCM
IC
Creative Financial Designs's WEX Position: Q2 2026 in Review
Creative Financial Designs held its WEX (WEX) position steady in Q2 2026 at 6 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #2062.
Creative Financial Designs first reported a position in WEX in Q4 2016 and has held it in 33 quarters since. The position peaked at $55K in Q1 2021. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.
- Creative Financial Designs held 6 shares of WEX worth $847 as of Q2 2026.
- Creative Financial Designs left its WEX share count unchanged in Q2 2026.
- WEX made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2062 holding.
- Creative Financial Designs first reported a position in WEX in Q4 2016 and has held it in 33 quarters since.
- Creative Financial Designs's WEX position peaked at $55K in Q1 2021.
- 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.