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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

WEX holding history

WEX Inc. in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEX overviewAll 13F holders of WEXFull Q2 2026 holdings

Shares (Q2 2026)
2,859
Value
$403.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WEX by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,859$403.4K<0.1%00.0%UnchangedHolders
Q1 20262,859$437.5K<0.1%−400−12.3%ReducedHolders
Q4 20253,259$485.5K<0.1%00.0%UnchangedHolders
Q3 20253,259$513.4K<0.1%−6,763−67.5%ReducedHolders
Q2 202510,022$1.47M<0.1%−1,092−9.8%ReducedHolders
Q1 202511,114$1.75M<0.1%−904−7.5%ReducedHolders
Q4 202412,018$2.11M<0.1%−240−2.0%ReducedHolders
Q3 202412,258$2.57M<0.1%−100−0.8%ReducedHolders
Q2 202412,358$2.19M<0.1%−1,107−8.2%ReducedHolders
Q1 202413,465$3.20M<0.1%−747−5.3%ReducedHolders
Q4 202314,212$2.76M<0.1%−821−5.5%ReducedHolders
Q3 202315,033$2.83M0.1%−1,550−9.3%ReducedHolders
Q2 202316,583$3.02M0.1%−833−4.8%ReducedHolders
Q1 202317,416$3.20M0.1%−27,801−61.5%ReducedHolders
Q4 202245,217$7.40M0.2%+50.0%AddedHolders
Q3 202245,212$5.74M0.1%+1,011+2.3%AddedHolders
Q2 202244,201$6.88M0.1%+270+0.6%AddedHolders
Q1 202243,931$7.84M0.1%+7,068+19.2%AddedHolders
Q4 202136,863$5.17M0.1%−8,478−18.7%ReducedHolders
Q3 202145,341$7.99M0.1%+5,175+12.9%AddedHolders
Q2 202140,166$7.79M0.1%+16,177+67.4%AddedHolders
Q1 202123,989$5.02M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.