Retirement Wealth Solutions
WEX icon

Retirement Wealth Solutions’s WEX WEX Stock Holding History

Retirement Wealth Solutions’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 		$1.01K Buy
+6
New +$1.09K ﹤0.01% 735
2026
Q2 		– Sell
-7
Closed -$1.07K – 849
2026
Q1 		$1.07K Buy
+7
New +$1.09K ﹤0.01% 627
2025
Q4 		– Sell
-2
Closed -$316 – 849
2025
Q3 		$316 Buy
+2
New +$331 ﹤0.01% 741

Other funds holding WEX

Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 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

Retirement Wealth Solutions's WEX Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in WEX (WEX) in Q3 2026: 6 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in WEX as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in WEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07K in Q1 2026. 92 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Retirement Wealth Solutions held 6 shares of WEX worth $1.01K as of Q3 2026.
  • WEX was a new Retirement Wealth Solutions position in Q3 2026.
  • WEX made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #735 holding.
  • Retirement Wealth Solutions first reported a position in WEX in Q3 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's WEX position peaked at $1.07K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.