HWAM
WEX icon

Hennion & Walsh Asset Management’s WEX WEX Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		– Sell
-2,101
Closed -$322K – 1015
2026
Q1 		$322K Sell
2,101
-54
-3% -$8.44K 0.01% 817
2025
Q4 		$321K Buy
2,155
+20
+0.9% +$3.01K 0.01% 820
2025
Q3 		$336K Sell
2,135
-6
-0.3% -$992 0.01% 810
2025
Q2 		$314K Sell
2,141
-1,067
-33% -$143K 0.01% 798
2025
Q1 		$504K Sell
3,208
-84
-3% -$13.8K 0.02% 628
2024
Q4 		$577K Buy
3,292
+455
+16% +$85.3K 0.03% 588
2024
Q3 		$595K Buy
2,837
+348
+14% +$64.9K 0.03% 574
2024
Q2 		$441K Buy
2,489
+1,336
+116% +$272K 0.02% 625
2024
Q1 		$274K Sell
1,153
-32
-3% -$6.89K 0.01% 715
2023
Q4 		$231K Buy
1,185
+5
+0.4% +$907 0.01% 748
2023
Q3 		$222K Buy
+1,180
New +$228K 0.01% 727

Other funds holding WEX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return