Retirement Planning Company of New England’s WEX WEX Stock Holding History

Retirement Planning Company of New England’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	$512K	Buy	3,627 +2	+0.1%	+$296	0.18%	136
2026 Q1	$555K	Buy	3,625 +30	+0.8%	+$4.69K	0.23%	120
2025 Q4	$536K	Sell	3,595 -170	-5%	-$25.6K	0.21%	120
2025 Q3	$593K	Buy	3,765 +111	+3%	+$18.4K	0.24%	116
2025 Q2	$537K	Buy	3,654 +997	+38%	+$134K	0.24%	123
2025 Q1	$417K	Buy	2,657 +655	+33%	+$108K	0.21%	138
2024 Q4	$351K	Buy	2,002 +157	+9%	+$29.4K	0.17%	153
2024 Q3	$387K	Buy	1,845 +174	+10%	+$32.4K	0.19%	142
2024 Q2	$296K	Buy	1,671 +136	+9%	+$27.7K	0.16%	158
2024 Q1	$365K	Sell	1,535 -20	-1%	-$4.3K	0.2%	142
2023 Q4	$303K	Buy	1,555 +386	+33%	+$70K	0.14%	171
2023 Q3	$220K	Sell	1,169 -15	-1%	-$2.9K	0.12%	178
2023 Q2	$216K	Buy	+1,184	New	+$210K	0.12%	201

Other funds holding WEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Planning Company of New England's WEX Position: Q2 2026 in Review

Retirement Planning Company of New England increased its WEX (WEX) stake by 0.06% in Q2 2026, buying an estimated $296 and bringing the position to 3,627 shares worth $512K. The position accounts for 0.18% of the portfolio, ranked #136.

Retirement Planning Company of New England first reported a position in WEX in Q2 2023 and has held it in 13 quarters since. The position peaked at $593K in Q3 2025. 197 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Retirement Planning Company of New England held 3,627 shares of WEX worth $512K as of Q2 2026.
Retirement Planning Company of New England bought 2 WEX shares in Q2 2026, an estimated $296.
WEX made up 0.18% of Retirement Planning Company of New England's portfolio in Q2 2026, its #136 holding.
Retirement Planning Company of New England first reported a position in WEX in Q2 2023 and has held it in 13 quarters since.
Retirement Planning Company of New England's WEX position peaked at $593K in Q3 2025.
197 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.