Net Worth Advisory Group
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
Q3 		$262K Buy
1,551
+123
+9% +$22.3K 0.07% 328
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

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Net Worth Advisory Group's WEX Position: Q3 2026 in Review

Net Worth Advisory Group increased its WEX (WEX) stake by 8.6% in Q3 2026, buying an estimated $22.3K and bringing the position to 1,551 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #328.

Net Worth Advisory Group first reported a position in WEX in Q3 2024 and has held it in 9 quarters since. The position peaked at $322K in Q1 2025. 50 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Net Worth Advisory Group held 1,551 shares of WEX worth $262K as of Q3 2026.
  • Net Worth Advisory Group bought 123 WEX shares in Q3 2026, an estimated $22.3K.
  • WEX made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #328 holding.
  • Net Worth Advisory Group first reported a position in WEX in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's WEX position peaked at $322K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.