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Laird Norton Wetherby Trust Company’s WEX WEX Stock Holding History

Laird Norton Wetherby Trust Company’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 		$294K Buy
2,082
+63
+3% +$9.33K 0.01% 878
2026
Q1 		$309K Sell
2,019
-36
-2% -$5.63K 0.01% 859
2025
Q4 		$306K Buy
+2,055
New +$310K 0.01% 884

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Laird Norton Wetherby Trust Company's WEX Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its WEX (WEX) stake by 3.1% in Q2 2026, buying an estimated $9.33K and bringing the position to 2,082 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #878.

Laird Norton Wetherby Trust Company first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 2,082 shares of WEX worth $294K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 63 WEX shares in Q2 2026, an estimated $9.33K.
  • WEX made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #878 holding.
  • Laird Norton Wetherby Trust Company first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's WEX position peaked at $309K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.