Empirical Wealth Management
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Empirical Wealth Management’s WEX WEX Stock Holding History

Empirical Wealth Management’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 		$287K Buy
+1,700
New +$308K ﹤0.01% 977
2026
Q2 		– Sell
-1,465
Closed -$224K – 1111
2026
Q1 		$224K Buy
+1,465
New +$229K ﹤0.01% 906

Other funds holding WEX

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Empirical Wealth Management's WEX Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in WEX (WEX) in Q3 2026: 1,700 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in WEX as recently as Q1 2026.

Empirical Wealth Management first reported a position in WEX in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Empirical Wealth Management held 1,700 shares of WEX worth $287K as of Q3 2026.
  • WEX was a new Empirical Wealth Management position in Q3 2026.
  • WEX made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #977 holding.
  • Empirical Wealth Management first reported a position in WEX in Q1 2026 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.