Financial Consulate’s WEX WEX Stock Holding History

Financial Consulate’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	$6.24K	Buy	+37	New	+$6.71K	﹤0.01%	840

Other funds holding WEX

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Financial Consulate's WEX Position: Q3 2026 in Review

Financial Consulate opened a new position in WEX (WEX) in Q3 2026: 37 shares worth $6.24K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings.

73 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

Financial Consulate held 37 shares of WEX worth $6.24K as of Q3 2026.
WEX was a new Financial Consulate position in Q3 2026.
WEX made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #840 holding.
73 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.