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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
Q2 		$4.51K 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

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

True Wealth Design's WEX Position: Q2 2026 in Review

True Wealth Design reduced its WEX (WEX) stake by 84% in Q2 2026, selling an estimated $24.7K and leaving 32 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

True Wealth Design first reported a position in WEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.5K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • True Wealth Design held 32 shares of WEX worth $4.51K as of Q2 2026.
  • True Wealth Design sold 167 WEX shares in Q2 2026, an estimated $24.7K.
  • WEX made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1374 holding.
  • True Wealth Design first reported a position in WEX in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's WEX position peaked at $30.5K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.