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 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

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

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return