Wright Express shares owned by Creative Planning
Quarter-by-quarter ownership of Wright Express (WEX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wright Express
Tip: Access up to 7 years of quarterly data
All positions including Wright Express held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wright Express by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 2.7k | 157.53 |
| 2025-06-30 | $455k | 3.1k | 146.89 |
| 2025-03-31 | $14M | 87k | 157.02 |
| 2024-12-31 | $15M | 85k | 175.32 |
| 2024-09-30 | $17M | 79k | 209.73 |
| 2024-06-30 | $14M | 77k | 177.14 |
| 2024-03-31 | $18M | 76k | 237.53 |
| 2023-12-31 | $15M | 77k | 194.55 |
| 2023-09-30 | $27M | 144k | 188.09 |
| 2023-06-30 | $12M | 68k | 182.07 |
| 2023-03-31 | $12M | 67k | 183.89 |
| 2022-12-31 | $2.9M | 18k | 163.65 |
| 2022-03-31 | $17k | 94 | 180.85 |
| 2021-12-31 | $380k | 2.7k | 140.22 |
| 2021-09-30 | $202k | 1.1k | 175.81 |
| 2021-06-30 | $235k | 1.2k | 193.73 |
| 2020-06-30 | $233k | 1.4k | 164.66 |
| 2017-06-30 | $23k | 223 | 103.14 |
| 2017-03-31 | $15k | 148 | 101.35 |
| 2016-12-31 | $11k | 100 | 110.00 |
| 2016-09-30 | $4.0k | 40 | 100.00 |
| 2016-06-30 | $2.0k | 21 | 95.24 |
| 2016-03-31 | $2.0k | 21 | 95.24 |
| 2015-12-31 | $2.0k | 21 | 95.24 |
| 2015-09-30 | $2.0k | 21 | 95.24 |
| 2014-12-31 | $2.0k | 20 | 100.00 |
| 2014-09-30 | $3.0k | 27 | 111.11 |
| 2014-06-30 | $3.0k | 30 | 100.00 |