ET
WEX icon

Equitable Trust’s WEX WEX Stock Holding History

Equitable Trust’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 		$403K Hold
2,387
– – 0.02% 345
2026
Q2 		$337K Buy
2,387
+542
+29% +$80.3K 0.01% 375
2026
Q1 		$282K Sell
1,845
-137
-7% -$21.4K 0.01% 415
2025
Q4 		$295K Buy
+1,982
New +$299K 0.01% 393

Other funds holding WEX

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Equitable Trust's WEX Position: Q3 2026 in Review

Equitable Trust held its WEX (WEX) position steady in Q3 2026 at 2,387 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #345.

Equitable Trust first reported a position in WEX in Q4 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Equitable Trust held 2,387 shares of WEX worth $403K as of Q3 2026.
  • Equitable Trust left its WEX share count unchanged in Q3 2026.
  • WEX made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #345 holding.
  • Equitable Trust first reported a position in WEX in Q4 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.