DiNuzzo Private Wealth’s WEX WEX Stock Holding History

DiNuzzo Private Wealth’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	$1.01K	Hold	6	–	–	﹤0.01%	877
2026 Q2	$847	Hold	6	–	–	﹤0.01%	952
2026 Q1	$919	Hold	6	–	–	﹤0.01%	892
2025 Q4	$894	Sell	6 -1	-14%	-$151	﹤0.01%	910
2025 Q3	$1.2K	Sell	7 -1	-13%	-$165	﹤0.01%	810
2025 Q2	$1.18K	Buy	8 +2	+33%	+$269	﹤0.01%	802
2025 Q1	$943	Hold	6	–	–	﹤0.01%	846
2024 Q4	$1.05K	Hold	6	–	–	﹤0.01%	830
2024 Q3	$1.26K	Hold	6	–	–	﹤0.01%	777
2024 Q2	$1.06K	Buy	6 +1	+20%	+$204	﹤0.01%	774
2024 Q1	$1.19K	Hold	5	–	–	﹤0.01%	670
2023 Q4	$973	Buy	+5	New	+$907	﹤0.01%	712

Other funds holding WEX

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

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

DiNuzzo Private Wealth's WEX Position: Q3 2026 in Review

DiNuzzo Private Wealth held its WEX (WEX) position steady in Q3 2026 at 6 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

DiNuzzo Private Wealth first reported a position in WEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.26K in Q3 2024. 93 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of WEX worth $1.01K as of Q3 2026.
DiNuzzo Private Wealth left its WEX share count unchanged in Q3 2026.
WEX made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #877 holding.
DiNuzzo Private Wealth first reported a position in WEX in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's WEX position peaked at $1.26K in Q3 2024.
93 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.