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GAMMA Investing’s WEX WEX Stock Holding History

GAMMA Investing’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 		$153K Buy
906
+101
+13% +$18.3K 0.01% 1542
2026
Q2 		$114K Sell
805
-394
-33% -$58.4K ﹤0.01% 1717
2026
Q1 		$183K Buy
1,199
+184
+18% +$28.8K 0.01% 1183
2025
Q4 		$151K Sell
1,015
-26
-2% -$3.92K 0.01% 1246
2025
Q3 		$164K Buy
1,041
+121
+13% +$20K 0.01% 1124
2025
Q2 		$135K Buy
920
+480
+109% +$64.5K 0.01% 1202
2025
Q1 		$69.1K Buy
440
+193
+78% +$31.8K 0.01% 1544
2024
Q4 		$43.3K Sell
247
-54
-18% -$10.1K ﹤0.01% 1775
2024
Q3 		$63.1K Buy
301
+87
+41% +$16.2K 0.01% 1321
2024
Q2 		$37.9K Buy
214
+47
+28% +$9.59K 0.01% 1390
2024
Q1 		$39.7K Buy
167
+34
+26% +$7.32K 0.01% 1190
2023
Q4 		$27.2K Buy
+133
New +$24.1K 0.01% 1290

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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's WEX Position: Q3 2026 in Review

GAMMA Investing increased its WEX (WEX) stake by 13% in Q3 2026, buying an estimated $18.3K and bringing the position to 906 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #1542.

GAMMA Investing first reported a position in WEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $183K in Q1 2026. 10 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • GAMMA Investing held 906 shares of WEX worth $153K as of Q3 2026.
  • GAMMA Investing bought 101 WEX shares in Q3 2026, an estimated $18.3K.
  • WEX made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1542 holding.
  • GAMMA Investing first reported a position in WEX in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's WEX position peaked at $183K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.