Essential Partners
WEX icon

Essential Partners’s WEX WEX Stock Holding History

Essential 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 		$8.77K Sell
52
-234
-82% -$42.4K ﹤0.01% 1260
2026
Q2 		$40.4K Sell
286
-1,165
-80% -$173K 0.02% 666
2026
Q1 		$222K Buy
1,451
+247
+21% +$38.6K 0.07% 272
2025
Q4 		$179K Buy
1,204
+1,017
+544% +$153K 0.06% 337
2025
Q3 		$29.5K Buy
187
+3
+2% +$496 0.01% 760
2025
Q2 		$27K Buy
+184
New +$24.7K 0.01% 592

Other funds holding WEX

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 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

Essential Partners's WEX Position: Q3 2026 in Review

Essential Partners reduced its WEX (WEX) stake by 82% in Q3 2026, selling an estimated $42.4K and leaving 52 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Essential Partners first reported a position in WEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $222K in Q1 2026. 43 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Essential Partners held 52 shares of WEX worth $8.77K as of Q3 2026.
  • Essential Partners sold 234 WEX shares in Q3 2026, an estimated $42.4K.
  • WEX made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1260 holding.
  • Essential Partners first reported a position in WEX in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's WEX position peaked at $222K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.