Root Financial Partners
WEX icon

Root Financial Partners’s WEX WEX Stock Holding History

Root Financial Partners’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 		$25.5K Buy
+151
New +$27.4K ﹤0.01% 1422
2026
Q2 		– Sell
-355
Closed -$54.3K – 3160
2026
Q1 		$54.3K Buy
355
+255
+255% +$39.9K ﹤0.01% 843
2025
Q4 		$14.9K Buy
100
+4
+4% +$603 ﹤0.01% 1320
2025
Q3 		$15.1K Buy
+96
New +$15.9K ﹤0.01% 1260

Other funds holding WEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return

Root Financial Partners's WEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in WEX (WEX) in Q3 2026: 151 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WEX as recently as Q1 2026.

Root Financial Partners first reported a position in WEX in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.3K in Q1 2026. 347 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Root Financial Partners held 151 shares of WEX worth $25.5K as of Q3 2026.
  • WEX was a new Root Financial Partners position in Q3 2026.
  • WEX made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1422 holding.
  • Root Financial Partners first reported a position in WEX in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's WEX position peaked at $54.3K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.