LNWWM
WEX icon

Laird Norton Wetherby Wealth Management’s WEX WEX Stock Holding History

Laird Norton Wetherby 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 		$232K Buy
+1,474
New +$244K 0.01% 838
2024
Q4 		$205K Buy
1,168
+174
+18% +$32.6K 0.01% 830
2024
Q3 		$208K Buy
+994
New +$185K 0.01% 859
2021
Q1 		– Sell
-1,101
Closed -$224K – 909
2020
Q4 		$224K Buy
+1,101
New +$185K 0.02% 778

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WEX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in WEX (WEX) in Q3 2025: 1,474 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in WEX as recently as Q4 2024.

Laird Norton Wetherby Wealth Management first reported a position in WEX in Q4 2020 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold WEX as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,474 shares of WEX worth $232K as of Q3 2025.
  • WEX was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
  • WEX made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #838 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in WEX in Q4 2020 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held WEX as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.