Position in WEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$564
-$1,119 QoQ
Shares Held
4
-63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 410 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Rialto Wealth Management, LLC holds $4,479,127 across 50 Software - Infrastructure names. WEX ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,935 | $4,078,973 | |
| 2 | ORCL |
Oracle Corp
|
569 | $83,386 | |
| 3 | PAYO |
Payoneer Global Inc.
|
11,411 | $81,246 | |
| 4 | PANW |
Palo Alto Networks Inc
|
147 | $50,129 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
132 | $25,183 | |
| 6 | CRWV |
CoreWeave, Inc.
|
250 | $24,885 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
205 | $23,917 | |
| 8 | FTNT |
Fortinet, Inc.
|
74 | $11,367 |
All Filings in WEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564 | 4 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,683 | 11 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $595 | 4 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $315 | 2 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $293 | 2 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||