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Hemington Wealth Management’s WEX WEX Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$7K Buy
49
+6
+14% +$992 ﹤0.01% 1039
2025
Q2 		$6K Buy
43
+18
+72% +$2.42K ﹤0.01% 1064
2025
Q1 		$3K Buy
25
+5
+25% +$823 ﹤0.01% 1242
2024
Q4 		$3K Buy
20
+2
+11% +$375 ﹤0.01% 1216
2024
Q3 		$3K Buy
+18
New +$3.35K ﹤0.01% 1123

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Hemington Wealth Management's WEX Position: Q3 2025 in Review

Hemington Wealth Management increased its WEX (WEX) stake by 14% in Q3 2025, buying an estimated $992 and bringing the position to 49 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Hemington Wealth Management first reported a position in WEX in Q3 2024 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Hemington Wealth Management held 49 shares of WEX worth $7K as of Q3 2025.
  • Hemington Wealth Management bought 6 WEX shares in Q3 2025, an estimated $992.
  • WEX made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1039 holding.
  • Hemington Wealth Management first reported a position in WEX in Q3 2024 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.