Fifth Third Wealth Advisors’s WEX WEX Stock Holding History

Fifth Third Wealth 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 Q2	$875K	Sell	6,202 -78	-1%	-$11.6K	0.02%	328
2026 Q1	$961K	Buy	6,280 +124	+2%	+$19.4K	0.03%	280
2025 Q4	$917K	Buy	6,156 +1,003	+19%	+$151K	0.03%	273
2025 Q3	$812K	Hold	5,153	–	–	0.03%	271
2025 Q2	$757K	Sell	5,153 -46	-0.9%	-$6.18K	0.03%	283
2025 Q1	$816K	Sell	5,199 -81	-2%	-$13.3K	0.04%	248
2024 Q4	$926K	Buy	5,280 +3,834	+265%	+$719K	0.05%	213
2024 Q3	$303K	Buy	1,446 +32	+2%	+$5.96K	0.02%	464
2024 Q2	$250K	Buy	+1,414	New	+$288K	0.02%	499

Other funds holding WEX

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Fifth Third Wealth Advisors's WEX Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its WEX (WEX) stake by 1.2% in Q2 2026, selling an estimated $11.6K and leaving 6,202 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #328.

Fifth Third Wealth Advisors first reported a position in WEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $961K in Q1 2026. 50 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Fifth Third Wealth Advisors held 6,202 shares of WEX worth $875K as of Q2 2026.
Fifth Third Wealth Advisors sold 78 WEX shares in Q2 2026, an estimated $11.6K.
WEX made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #328 holding.
Fifth Third Wealth Advisors first reported a position in WEX in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's WEX position peaked at $961K in Q1 2026.
50 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.