Wealth Enhancement Advisory Services’s WEX WEX Stock Holding History

Wealth Enhancement Advisory Services’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	$1.35M	Sell	8,568 -16,725	-66%	-$2.48M	﹤0.01%	1863
2026 Q1	$3.62M	Buy	25,293 +5,701	+29%	+$891K	0.01%	1065
2025 Q4	$2.97M	Buy	19,592 +14,607	+293%	+$2.2M	﹤0.01%	1300
2025 Q3	$785K	Buy	4,985 +94	+2%	+$15.5K	﹤0.01%	2018
2025 Q2	$740K	Sell	4,891 -3,090	-39%	-$415K	﹤0.01%	1929
2025 Q1	$1.25M	Sell	7,981 -4,788	-37%	-$788K	﹤0.01%	1496
2024 Q4	$2.24M	Buy	12,769 +9,561	+298%	+$1.79M	﹤0.01%	1123
2024 Q3	$673K	Sell	3,208 -669	-17%	-$125K	﹤0.01%	1625
2024 Q2	$687K	Sell	3,877 -3,719	-49%	-$759K	﹤0.01%	1459
2024 Q1	$1.8M	Buy	7,596 +3,722	+96%	+$801K	﹤0.01%	985
2023 Q4	$754K	Sell	3,874 -627	-14%	-$114K	﹤0.01%	1282
2023 Q3	$847K	Buy	+4,501	New	+$869K	﹤0.01%	1171

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's WEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WEX (WEX) stake by 66% in Q2 2026, selling an estimated $2.48M and leaving 8,568 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Wealth Enhancement Advisory Services first reported a position in WEX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.62M in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Wealth Enhancement Advisory Services held 8,568 shares of WEX worth $1.35M as of Q2 2026.
Wealth Enhancement Advisory Services sold 16,725 WEX shares in Q2 2026, an estimated $2.48M.
WEX made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1863 holding.
Wealth Enhancement Advisory Services first reported a position in WEX in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's WEX position peaked at $3.62M in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.