PWG
WEX icon

Portside Wealth Group’s WEX WEX Stock Holding History

Portside Wealth 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 		$276K Buy
1,959
+6
+0.3% +$889 0.03% 418
2026
Q1 		$299K Sell
1,953
-5
-0.3% -$782 0.04% 368
2025
Q4 		$292K Sell
1,958
-960
-33% -$145K 0.04% 371
2025
Q3 		$460K Sell
2,918
-17
-0.6% -$2.81K 0.06% 272
2025
Q2 		$431K Buy
2,935
+8
+0.3% +$1.07K 0.06% 271
2025
Q1 		$460K Sell
2,927
-11
-0.4% -$1.81K 0.08% 239
2024
Q4 		$515K Sell
2,938
-10
-0.3% -$1.88K 0.09% 223
2024
Q3 		$618K Buy
2,948
+12
+0.4% +$2.24K 0.11% 198
2024
Q2 		$520K Buy
2,936
+19
+0.7% +$3.88K 0.1% 205
2024
Q1 		$693K Sell
2,917
-1
-0% -$215 0.13% 172
2023
Q4 		$568K Sell
2,918
-11
-0.4% -$2K 0.11% 192
2023
Q3 		$551K Buy
2,929
+32
+1% +$6.18K 0.1% 183
2023
Q2 		$527K Buy
+2,897
New +$513K 0.1% 193

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 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