FFA
WEX icon

Farther Finance Advisors’s WEX WEX Stock Holding History

Farther Finance Advisors’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 		$87.6K Buy
519
+205
+65% +$37.2K ﹤0.01% 2972
2026
Q2 		$44.2K Sell
314
-417
-57% -$61.8K ﹤0.01% 3339
2026
Q1 		$110K Buy
731
+42
+6% +$6.57K ﹤0.01% 2443
2025
Q4 		$103K Buy
689
+563
+447% +$84.8K ﹤0.01% 2331
2025
Q3 		$19.8K Buy
126
+33
+35% +$5.46K ﹤0.01% 3047
2025
Q2 		$13.7K Sell
93
-179
-66% -$24K ﹤0.01% 2908
2025
Q1 		$43.8K Buy
272
+168
+162% +$27.7K ﹤0.01% 1967
2024
Q4 		$18.2K Sell
104
-4
-4% -$750 ﹤0.01% 2124
2024
Q3 		$22.6K Buy
108
+5
+5% +$932 ﹤0.01% 2033
2024
Q2 		$18.1K Buy
103
+23
+29% +$4.69K ﹤0.01% 1813
2024
Q1 		$19K Buy
80
+5
+7% +$1.08K ﹤0.01% 1510
2023
Q4 		$14.6K Buy
75
+59
+369% +$10.7K ﹤0.01% 1448
2023
Q3 		$3.01K Hold
16
– – ﹤0.01% 1698
2023
Q2 		$2.91K Sell
16
-166
-91% -$29.4K ﹤0.01% 1623
2023
Q1 		$33.5K Buy
182
+2
+1% +$364 0.01% 731
2022
Q4 		$29.5K Buy
+180
New +$28K 0.01% 616

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 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

Farther Finance Advisors's WEX Position: Q3 2026 in Review

Farther Finance Advisors increased its WEX (WEX) stake by 65% in Q3 2026, buying an estimated $37.2K and bringing the position to 519 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Farther Finance Advisors first reported a position in WEX in Q4 2022 and has held it in 16 quarters since. The position peaked at $110K in Q1 2026. 10 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Farther Finance Advisors held 519 shares of WEX worth $87.6K as of Q3 2026.
  • Farther Finance Advisors bought 205 WEX shares in Q3 2026, an estimated $37.2K.
  • WEX made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2972 holding.
  • Farther Finance Advisors first reported a position in WEX in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's WEX position peaked at $110K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.