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Wealth Enhancement Trust Services’s WEX WEX Stock Holding History

Wealth Enhancement Trust 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
Q1 		– Sell
-12
Closed -$1.79K – 822
2025
Q4 		$1.79K Buy
+12
New +$1.81K ﹤0.01% 656

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Morgan Stanley
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IC
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Boston Partners
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Vanguard Capital Management
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Vanguard Portfolio Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Trust Services's WEX Position: Q1 2026 in Review

Wealth Enhancement Trust Services sold out of WEX (WEX) in Q1 2026, closing a stake of 12 shares — an estimated $1.79K sold.

Wealth Enhancement Trust Services first reported a position in WEX in Q4 2025 and held it in 1 quarter. The position peaked at $1.79K in Q4 2025. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Wealth Enhancement Trust Services reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 12 WEX shares in Q1 2026, an estimated $1.79K.
  • Wealth Enhancement Trust Services first reported a position in WEX in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's WEX position peaked at $1.79K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q1 2026, filed 8 Apr 2026.