True Wealth Design
WEX icon

True Wealth Design’s WEX WEX Stock Holding History

True Wealth Design’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 		$11.5K Buy
68
+36
+113% +$6.53K ﹤0.01% 1014
2026
Q2 		$4.52K Sell
32
-167
-84% -$24.7K ﹤0.01% 1374
2026
Q1 		$30.5K Buy
199
+92
+86% +$14.4K 0.01% 555
2025
Q4 		$15.9K Buy
107
+93
+664% +$14K ﹤0.01% 680
2025
Q3 		$2.21K Hold
14
– – ﹤0.01% 1417
2025
Q2 		$2.06K Buy
14
+11
+367% +$1.48K ﹤0.01% 1173
2025
Q1 		$472 Sell
3
-30
-91% -$4.94K ﹤0.01% 1560
2024
Q4 		$5.79K Buy
+33
New +$6.19K ﹤0.01% 509

Other funds holding WEX

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

True Wealth Design's WEX Position: Q3 2026 in Review

True Wealth Design increased its WEX (WEX) stake by 113% in Q3 2026, buying an estimated $6.53K and bringing the position to 68 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

True Wealth Design first reported a position in WEX in Q4 2024 and has held it in 8 quarters since. The position peaked at $30.5K in Q1 2026. 49 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • True Wealth Design held 68 shares of WEX worth $11.5K as of Q3 2026.
  • True Wealth Design bought 36 WEX shares in Q3 2026, an estimated $6.53K.
  • WEX made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1014 holding.
  • True Wealth Design first reported a position in WEX in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's WEX position peaked at $30.5K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.