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Rialto Wealth Management’s WEX WEX Stock Holding History

Rialto Wealth Management’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 		$565 Sell
4
-7
-64% -$1.04K ﹤0.01% 1632
2026
Q1 		$1.68K Buy
11
+7
+175% +$1.09K ﹤0.01% 924
2025
Q4 		$596 Buy
4
+2
+100% +$301 ﹤0.01% 1188
2025
Q3 		$316 Hold
2
– – ﹤0.01% 1383
2025
Q2 		$294 Buy
+2
New +$269 ﹤0.01% 1289

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rialto Wealth Management's WEX Position: Q2 2026 in Review

Rialto Wealth Management reduced its WEX (WEX) stake by 64% in Q2 2026, selling an estimated $1.04K and leaving 4 shares worth $565. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Rialto Wealth Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.68K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Rialto Wealth Management held 4 shares of WEX worth $565 as of Q2 2026.
  • Rialto Wealth Management sold 7 WEX shares in Q2 2026, an estimated $1.04K.
  • WEX made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1632 holding.
  • Rialto Wealth Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's WEX position peaked at $1.68K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.