Financial Management Professionals’s WEX WEX Stock Holding History

Financial Management Professionals’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	$1.86K	Hold	11	–	–	﹤0.01%	788
2026 Q2	$1.55K	Hold	11	–	–	﹤0.01%	820
2026 Q1	$1.68K	Hold	11	–	–	﹤0.01%	752
2025 Q4	$1.64K	Hold	11	–	–	﹤0.01%	748
2025 Q3	$1.73K	Hold	11	–	–	﹤0.01%	729
2025 Q2	$1.62K	Hold	11	–	–	﹤0.01%	771
2025 Q1	$1.73K	Hold	11	–	–	﹤0.01%	759
2024 Q4	$1.93K	Hold	11	–	–	﹤0.01%	736
2024 Q3	$2K	Hold	11	–	–	﹤0.01%	776
2024 Q2	$2K	Hold	11	–	–	﹤0.01%	733
2024 Q1	$3K	Hold	11	–	–	﹤0.01%	722
2023 Q4	$2K	Hold	11	–	–	﹤0.01%	791
2023 Q3	$2K	Hold	11	–	–	﹤0.01%	742
2023 Q2	$2K	Hold	11	–	–	﹤0.01%	777
2023 Q1	$2K	Hold	11	–	–	﹤0.01%	833
2022 Q4	$2K	Hold	11	–	–	﹤0.01%	781
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	884
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	792
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	824
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	763
2021 Q3	$2K	Sell	11 -2	-15%	-$365	﹤0.01%	754
2021 Q2	$3K	Buy	+13	New	+$2.66K	﹤0.01%	635

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 Management Professionals's WEX Position: Q3 2026 in Review

Financial Management Professionals held its WEX (WEX) position steady in Q3 2026 at 11 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Financial Management Professionals first reported a position in WEX in Q2 2021 and has held it in 22 quarters since. The position peaked at $3K in Q1 2024. 73 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

Financial Management Professionals held 11 shares of WEX worth $1.86K as of Q3 2026.
Financial Management Professionals left its WEX share count unchanged in Q3 2026.
WEX made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #788 holding.
Financial Management Professionals first reported a position in WEX in Q2 2021 and has held it in 22 quarters since.
Financial Management Professionals's WEX position peaked at $3K in Q1 2024.
73 funds tracked by Wall St. Rank held WEX as of Q3 2026.

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