Level Wealth Management
WEX icon

Level Wealth Management’s WEX WEX Stock Holding History

Level 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
2026
Q3 		$211K Buy
+1,250
New +$227K 0.08% 84
2025
Q1 		– Sell
-1,250
Closed -$219K – 55
2024
Q4 		$219K Buy
+1,250
New +$234K 0.15% 49

Other funds holding WEX

Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Level Wealth Management's WEX Position: Q3 2026 in Review

Level Wealth Management opened a new position in WEX (WEX) in Q3 2026: 1,250 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #84 among its holdings. This is a return to the name: Level Wealth Management previously reported a position in WEX as recently as Q4 2024.

Level Wealth Management first reported a position in WEX in Q4 2024 and has held it in 2 quarters since. The position peaked at $219K in Q4 2024. 73 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Level Wealth Management held 1,250 shares of WEX worth $211K as of Q3 2026.
  • WEX was a new Level Wealth Management position in Q3 2026.
  • WEX made up 0.08% of Level Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Level Wealth Management first reported a position in WEX in Q4 2024 and has held it in 2 quarters since.
  • Level Wealth Management's WEX position peaked at $219K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.