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Cromwell Holdings’s WEX WEX Stock Holding History

Cromwell Holdings’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
Q2 		$847 Hold
6
– – ﹤0.01% 999
2026
Q1 		$918 Hold
6
– – ﹤0.01% 878
2025
Q4 		$894 Hold
6
– – ﹤0.01% 847
2025
Q3 		$946 Hold
6
– – ﹤0.01% 840
2025
Q2 		$881 Buy
6
+4
+200% +$537 ﹤0.01% 838
2025
Q1 		$314 Buy
+2
New +$329 ﹤0.01% 794

Other funds holding WEX

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cromwell Holdings's WEX Position: Q2 2026 in Review

Cromwell Holdings held its WEX (WEX) position steady in Q2 2026 at 6 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Cromwell Holdings first reported a position in WEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $946 in Q3 2025. 49 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Cromwell Holdings held 6 shares of WEX worth $847 as of Q2 2026.
  • Cromwell Holdings left its WEX share count unchanged in Q2 2026.
  • WEX made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #999 holding.
  • Cromwell Holdings first reported a position in WEX in Q1 2025 and has held it in 6 quarters since.
  • Cromwell Holdings's WEX position peaked at $946 in Q3 2025.
  • 49 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.