Position in WEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$345,670
-$29,278 QoQ
Shares Held
2,450
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#261
of 410 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wilkinson Global Asset Management LLC holds $63,070,101 across 2 Software - Infrastructure names. WEX ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
168,153 | $62,724,431 | |
| 2 | WEX |
WEX Inc.
This page
|
2,450 | $345,670 |
All Filings in WEX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,670 | 2,450 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $374,948 | 2,450 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $365,001 | 2,450 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $385,948 | 2,450 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $359,880 | 2,450 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $384,699 | 2,450 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $429,534 | 2,450 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $513,838 | 2,450 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $433,993 | 2,450 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $581,948 | 2,450 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $476,647 | 2,450 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $460,820 | 2,450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $446,071 | 2,450 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $450,530 | 2,450 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $400,942 | 2,450 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $311,003 | 2,450 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $381,122 | 2,450 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $437,202 | 2,450 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $343,955 | 2,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $431,543 | 2,450 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $475,055 | 2,450 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $512,589 | 2,450 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||