NWAG
WEX icon

Net Worth Advisory Group’s WEX WEX Stock Holding History

Net Worth Advisory Group’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 		$202K Sell
1,428
-92
-6% -$13.6K 0.05% 395
2026
Q1 		$233K Sell
1,520
-204
-12% -$31.9K 0.05% 376
2025
Q4 		$257K Sell
1,724
-25
-1% -$3.77K 0.05% 377
2025
Q3 		$276K Sell
1,749
-374
-18% -$61.9K 0.08% 310
2025
Q2 		$312K Buy
2,123
+70
+3% +$9.4K 0.07% 295
2025
Q1 		$322K Buy
2,053
+723
+54% +$119K 0.1% 230
2024
Q4 		$233K Sell
1,330
-18
-1% -$3.38K 0.07% 320
2024
Q3 		$283K Buy
+1,348
New +$251K 0.08% 291

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
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return