EWP
WEX icon

Elevation Wealth Partners’s WEX WEX Stock Holding History

Elevation Wealth Partners’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 		$7.25K Buy
43
+32
+291% +$5.8K ﹤0.01% 1008
2026
Q2 		$1.55K Sell
11
-34
-76% -$5.04K ﹤0.01% 1225
2026
Q1 		$6.89K Buy
+45
New +$7.03K ﹤0.01% 607

Other funds holding WEX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's WEX Position: Q3 2026 in Review

Elevation Wealth Partners increased its WEX (WEX) stake by 291% in Q3 2026, buying an estimated $5.8K and bringing the position to 43 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Elevation Wealth Partners first reported a position in WEX in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Elevation Wealth Partners held 43 shares of WEX worth $7.25K as of Q3 2026.
  • Elevation Wealth Partners bought 32 WEX shares in Q3 2026, an estimated $5.8K.
  • WEX made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1008 holding.
  • Elevation Wealth Partners first reported a position in WEX in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.