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Oak Thistle LLC’s WEX WEX Stock Holding History

Oak Thistle LLC’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 		$2.25M Buy
13,349
+9,772
+273% +$1.77M 0.21% 192
2026
Q2 		$505K Buy
+3,577
New +$530K 0.05% 428
2025
Q2 		– Sell
-2,495
Closed -$392K – 616
2025
Q1 		$392K Buy
+2,495
New +$411K 0.08% 328
2023
Q4 		– Sell
-7,924
Closed -$1.49M – 660
2023
Q3 		$1.49M Buy
+7,924
New +$1.53M 0.44% 40
2023
Q2 		– Sell
-1,618
Closed -$298K – 556
2023
Q1 		$298K Buy
+1,618
New +$295K 0.18% 264

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
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Oak Thistle LLC's WEX Position: Q3 2026 in Review

Oak Thistle LLC increased its WEX (WEX) stake by 273% in Q3 2026, buying an estimated $1.77M and bringing the position to 13,349 shares worth $2.25M. The position accounts for 0.21% of the portfolio, ranked #192.

Oak Thistle LLC first reported a position in WEX in Q1 2023 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Oak Thistle LLC held 13,349 shares of WEX worth $2.25M as of Q3 2026.
  • Oak Thistle LLC bought 9,772 WEX shares in Q3 2026, an estimated $1.77M.
  • WEX made up 0.21% of Oak Thistle LLC's portfolio in Q3 2026, its #192 holding.
  • Oak Thistle LLC first reported a position in WEX in Q1 2023 and has held it in 5 quarters since.
  • 49 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.