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WEX NYSE

WEX Inc.
1W: +4.8% 1M: +7.7% 3M: +5.0% YTD: +29.4% 1Y: +20.0% 3Y: +0.6% 5Y: +0.6%
$186.38
-5.71 (-2.97%)
After Hours: $186.12 (-0.26, -0.14%)
Weekly Expected Move ±4.3%
$180 $189 $197 $206 $215
NYSE · Technology · Software - Infrastructure · Tech Score Buy · Power 63 · $6.5B mcap · 30M float · 2.12% daily turnover · Short 71% of daily vol
Credit Risk of going bust: higher than 65% of companies Debt: 45.0% of company value Bonds: $54.7M held by 111 funds, 204 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $13.44 (down 93%), WEX Inc. would be worth roughly what it owes.
Total debt $5.36B against a stock market value of $6.55B.
Distance to default 3.81 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $3.60B (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 1.09. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest Supply Chain

ETF Exposure

207
ETFs Holding
Total ETF Value
4.89%
Max Weight
0.259%
Avg Weight

ETF Holdings by Value

ETFs Holding WEX

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 IJH
iShares Core S&P Mid-Cap ETF
 0.1900% 400 7.0% 29.5 0.01%
2 VTSAX
0.0074% 3,485 34.6% 62.4 0.01%
3 VITSX
0.0074% 3,485 34.6% 62.4 0.01%
4 VSMPX
0.0074% 3,485 34.6% 62.4 0.01%
5 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0074% 3,485 34.6% 62.4 0.01%
6 NJH
0.1400% 400 8.5% 31.4 0.01%
7 NAESX
0.0691% 1,302 4.3% 23.6 0.01%
8 VB
Vanguard Morningstar Small-Cap ETF
 0.0691% 1,298 5.0% 22.8 0.01%
9 VSMAX
0.0691% 1,298 5.0% 22.8 0.01%
10 VSCIX
0.0691% 1,298 5.0% 22.8 0.01%
11 VBR
Vanguard Morningstar Small-Cap Value ETF
 0.1240% 818 5.7% 19.9 0.02%
12 VSIAX
0.1240% 818 5.7% 19.9 0.02%
13 VXF
Vanguard Extended Market ETF
 0.0652% 3,322 9.5% 3.8 0.01%
14 VEXAX
0.0652% 3,322 9.5% 3.8 0.01%
15 VEMPX
0.0652% 3,322 9.5% 3.8 0.01%
16 VIEIX
0.0652% 3,322 9.5% 3.8 0.01%
17 DFAS
Dimensional - US Small Cap ETF
 0.1447% 2,090 2.6% 15.2 0.01%
18 FDVLX
0.4610% 184 11.2% 27.4 0.01%
19 MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
 0.1853% 401 7.3% 29.5 0.01%
20 FDSCX
0.5430% 231 11.5% 11.6 0.01%
21 SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
 0.1870% 401 7.0% 29.5 0.01%
22 SCHA
Schwab U.S. Small-Cap ETF
 0.1546% 1,743 2.8% 15.7 0.02%
23 FSMAX
0.0800% 3,181 8.8% 12.6 0.01%
24 FNDA
Schwab Fundamental U.S. Small Company Index ETF
 0.3189% 907 3.7% 38.3 0.02%
25 IWR
iShares Russell Mid-Cap ETF
 0.0466% 820 6.7% 20.4 0.02%
26 FSMDX
0.0470% 821 5.9% 27.0 0.02%
27 FSCRX
1.1060% 163 25.8% 15.1 0.01%
28 DFAC
Dimensional - US Core Equity 2 ETF
 0.0285% 2,537 26.7% 27.5 0.01%
29 CGMM
Capital Group U.S. Small and Mid Cap ETF
 0.6600% 116 19.6% 18.9 0.01%
30 IJK
iShares S&P Mid-Cap 400 Growth ETF
 0.2200% 247 13.6% 36.7 0.01%
31 NIZ
0.0356% 801 9.4% 26.0 0.01%
32 SCHM
Schwab U.S. Mid-Cap ETF
 0.1309% 499 5.0% 21.9 0.01%
33 NNK
0.1600% 242 16.4% 39.5 0.01%
34 IJJ
iShares S&P Mid-Cap 400 Value ETF
 0.1500% 296 11.1% 22.2 0.02%
35 IWD
iShares Russell 1000 Value ETF
 0.0155% 868 29.5% 23.8 0.02%
36 FSKAX
0.0090% 3,600 34.8% 51.6 0.01%
37 JAVA
JPMorgan Active Value ETF
 0.1600% 152 30.6% 19.1 0.02%
38 FSLSX
0.4200% 180 10.6% 29.1 0.01%
39 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0229% 2,518 27.9% 32.6 0.01%
40 NJJ
0.1200% 302 10.1% 22.6 0.02%
41 DFMC
U.S. Micro Cap Portfolio ETF
 0.1302% 1,732 3.7% 24.8 0.02%
42 VFH
Vanguard Financials ETF
 0.0658% 423 48.2% 18.3 0.02%
43 VFAIX
0.0658% 410 44.5% 17.3 0.02%
44 FSMO
Fidelity Fundamental Small-Mid Cap ETF
 0.5760% 224 13.8% 22.2 0.01%
45 FFSM
Fidelity Fundamental Small-Mid Cap ETF
 0.5760% 224 13.8% 22.2 0.01%
46 IVOO
Vanguard S&P Mid-Cap 400 ETF
 0.1584% 400 7.8% 30.6 0.01%
47 IWS
iShares Russell Mid-Cap Value ETF
 0.0566% 716 6.7% 26.0 0.02%
48 FSMVX
0.3460% 183 12.4% 22.1 0.01%
49 FMPOX
0.3460% 184 12.1% 21.9 0.01%
50 SILX LEV
ETFMG Prime 2x Daily Junior Silver Miners ETF
 1.8800% 900 193.3% 20.4 0.02%
51 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0086% 2,420 33.8% 62.4 0.01%
52 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
 0.4243% 573 7.2% 17.2 0.01%
53 VALT LEV INV
ETFMG Sit Ultra Short ETF
 1.9900% 819 194.0% 23.8 0.02%
54 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.2600% 671 5.8% 26.3 0.01%
55 VEVFX
0.5057% 172 13.8% 29.0 0.02%
56 BAMBX
0.0849% 510 7.5% 32.4 0.02%
57 BIMBX
0.0849% 510 7.5% 32.4 0.02%
58 FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
 0.9500% 159 12.1% 23.0 0.01%
59 NIV
0.0420% 709 11.0% 27.0 0.02%
60 MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
 0.2193% 247 13.6% 36.7 0.01%
61 NUSC
Nuveen ESG Small-Cap ETF
 0.4279% 392 10.1% 13.9 0.02%
62 IPAY
Amplify Digital Payments ETF
 3.4200% 42 53.3% 22.5 0.01%
63 VTWIX
0.0047% 9,661 22.3% 7515009019972.8 0.02%
64 VTWAX
0.0047% 9,661 22.3% 7515009019972.8 0.02%
65 VT
Vanguard Total World Stock ETF
 0.0047% 9,661 22.3% 7515009019972.8 0.02%
66 IWB
iShares Russell 1000 ETF
 0.0096% 1,021 35.1% 64.5 0.01%
67 MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
 0.1552% 296 11.1% 22.2 0.02%
68 ESML
iShares ESG Aware MSCI USA Small-Cap ETF
 0.1554% 897 5.1% 20.0 0.01%
69 SMLF
iShares U.S. Small-Cap Equity Factor ETF
 0.0900% 932 6.2% 18.8 0.13%
70 SCHB
Schwab U.S. Broad Market ETF
 0.0085% 2,380 33.9% 62.5 0.01%
71 FDIG
Fidelity Crypto Industry and Digital Payments ETF
 1.8400% 57 37.3% -3.0 0.01%
72 NJB
0.0076% 1,002 36.0% 56.6 0.01%
73 SMMD
iShares Russell 2500 ETF
 0.0892% 2,474 3.1% 19.4 0.02%
74 FZROX
0.0090% 2,631 33.4% 51.3 0.01%
75 IUSG
iShares Core S&P U.S. Growth ETF
 0.0100% 399 57.1% 92.8 0.01%
76 IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
 0.1781% 247 14.7% 38.4 0.01%
77 VPCCX
0.0178% 181 40.1% 20.8 0.01%
78 VONV
Vanguard Russell 1000 Value ETF
 0.0137% 870 29.8% 23.5 0.02%
79 NIW
0.0145% 276 26.5% 22.3 0.01%
80 VBAIX
0.0045% 3,170 21.6% 62.4 0.01%
81 VBINX
0.0045% 3,219 19.6% 52.8 0.01%
82 VBIAX
0.0045% 3,170 21.6% 62.4 0.01%
83 VHCAX
0.0083% 195 38.6% 31.9 0.01%
84 VHCOX
0.0083% 193 39.0% 30.3 0.01%
85 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0431% 2,258 23.9% 22.8 0.01%
86 VITNX
0.0074% 3,134 32.0% 52.7 0.01%
87 VITPX
0.0074% 3,015 34.6% 62.4 0.01%
88 FZIPX
0.0930% 2,126 3.3% 18.3 0.02%
89 IWP
iShares Russell Mid-Cap Growth ETF
 0.0132% 270 22.3% 3.3 0.01%
90 FLCOX
0.0160% 869 28.7% 24.1 0.02%
91 EZM
WisdomTree U.S. MidCap Fund
 0.2498% 503 9.0% 19.0 0.02%
92 IUSV
iShares Core S&P U.S. Value ETF
 0.0081% 730 23.3% 32.5 0.02%
93 HELO
JPMorgan Hedged Equity Laddered Overlay ETF
 0.0400% 143 39.0% 58.1 0.01%
94 DFAU
Dimensional - US Core Equity Market ETF
 0.0156% 2,154 34.0% 42.9 0.01%
95 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
 0.2700% 835 4.0% 15.6 0.01%
96 DFUS
Dimensional U.S. Equity ETF
 0.0091% 2,210 34.6% 64.3 0.01%
97 JHSC
John Hancock Investments - Multifactor Small Cap ETF
 0.2700% 491 4.6% 24.2 0.02%
98 IWV
iShares Russell 3000 ETF
 0.0091% 2,579 33.7% 62.4 0.01%
99 IVOV
Vanguard S&P Mid-Cap 400 Value ETF
 0.1370% 296 10.7% 21.6 0.02%
100 VTCIX
0.0061% 863 36.2% 64.7 0.01%
101 VTCLX
0.0061% 884 33.4% 54.4 0.01%
102 NNW
0.0070% 740 23.0% 31.6 0.02%
103 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0124% 1,509 35.1% 66.6 0.01%
104 PRF
Invesco RAFI US 1000 ETF
 0.0170% 992 23.4% 25.7 0.02%
105 FNCL
Fidelity MSCI Financials Index ETF
 0.0700% 381 48.4% 17.8 0.02%
106 IWF
iShares Russell 1000 Growth ETF
 0.0014% 371 57.6% 111.6 0.00%
107 NBF
0.0012% 386 60.9% 92.3 0.01%
108 RWK
Invesco S&P MidCap 400 Revenue ETF
 0.1201% 399 20.8% -6.6 0.02%
109 ISCV
iShares Morningstar Small Cap Value ETF
 0.2100% 1,036 5.5% 18.8 0.02%
110 IYJ
iShares U.S. Industrials ETF
 0.0787% 214 36.6% 29.2 0.01%
111 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0634% 1,894 26.0% 49.9 0.01%
112 NMV
0.0068% 2,552 34.3% 54.6 0.01%
113 VTMFX
0.0101% 840 15.9% 53.7 0.01%
114 ESGV
Vanguard ESG U.S. Stock ETF
 0.0090% 1,207 42.6% 70.4 0.01%
115 FNX
First Trust Mid Cap Core AlphaDEX Fund
 0.0800% 450 4.3% 3.9 0.02%
116 LST
Leuthold Select Industries ETF
 0.5300% 118 18.1% 24.4 0.01%
117 AFTY
Pacer CSOP FTSE China A50 ETF
 0.2400% 2,175 297.2% 42.9 0.02%
118 EBI
Longview Advantage ETF
 0.1500% 1,731 27.1% 21.1 0.01%
119 DSMC
Distillate Small/Mid Cash Flow ETF
 0.6700% 149 12.3% 17.1 0.02%
120 FLAPX
0.1520% 502 5.5% 23.0 0.02%
121 HKK
0.1482% 1,062 5.9% 15.0 0.02%
122 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0411% 1,967 30.7% 39.3 0.01%
123 QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
 0.2305% 359 7.9% 23.9 0.01%
124 FIMVX
0.0580% 718 5.9% 23.9 0.02%
125 VONE
Vanguard Russell 1000 ETF
 0.0076% 1,023 36.0% 65.3 0.01%
126 AVUS
Avantis U.S. Equity ETF
 0.0100% 1,919 29.9% 39.4 0.01%
127 XJH
iShares ESG Select Screened S&P Mid-Cap ETF
 0.2100% 359 7.9% 28.4 0.01%
128 ISMD
Inspire Small/Mid Cap ETF
 0.2344% 499 2.7% 13.9 0.02%
129 TPSC
Timothy Plan US Small Cap Core ETF
 0.2100% 447 4.5% 38.8 0.02%
130 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 0.1900% 2,456 393.3% 67.7 0.02%
131 VIRS
Pacer BioThreat Strategy ETF
 0.1900% 2,456 393.3% 67.7 0.02%
132 OPTZ
Optimize Strategy Index ETF
 0.2500% 393 12.7% 38.7 0.01%
133 PTMC
Pacer Trendpilot US Mid Cap ETF
 0.1700% 400 7.1% 29.5 0.01%
134 VONG
Vanguard Russell 1000 Growth ETF
 0.0011% 371 57.6% 109.9 0.00%
135 FSPGX
0.0010% 367 56.5% 87.5 0.01%
136 VETS
Pacer Military Times Best Employers ETF
 0.1500% 2,366 424.1% 56.1 0.02%
137 VFVA
Vanguard U.S. Value Factor ETF
 0.0641% 666 7.9% 15.4 0.02%
138 SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
 0.2158% 393 5.9% 36.3 0.03%
139 SCHK
Schwab 1000 Index ETF
 0.0090% 996 35.0% 63.8 0.01%
140 SMCP
SMART Mid Cap ETF
 4.8900% 33 53.1% 32.5 0.01%
141 GVLU
Gotham 1000 Value ETF
 0.1900% 472 5.0% 20.5 0.02%
142 VTHR
Vanguard Russell 3000 ETF
 0.0073% 2,980 34.7% 63.1 0.01%
143 FMDGX
0.0130% 267 19.6% 40.2 0.01%
144 BDHIX
0.0269% 946 14.5% 49.8 0.02%
145 WSML
iShares MSCI World Small-Cap ETF
 0.0597% 3,661 2.5% 20.4 0.02%
146 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0564% 1,818 6.1% 16.1 0.01%
147 FNK
First Trust Mid Cap Value AlphaDEX Fund
 0.1600% 225 8.3% 16.3 0.02%
148 EQAL
Invesco Russell 1000 Equal Weight ETF
 0.0448% 1,011 4.4% 32.0 0.02%
149 SAEF
Schwab Ariel ESG ETF
 1.8291% 59 34.1% 16.9 0.01%
150 DMRM
DeltaShares S&P 400 Managed Risk ETF
 0.3500% 402 5.7% 20.0 0.02%
151 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0193% 1,613 20.8% 23.8 0.02%
152 ITAN
Sparkline Intangible Value ETF
 0.2300% 150 20.9% 7.0 0.02%
153 MSML
iShares MSCI USA Small-Cap ETF
 0.1000% 1,657 4.0% 21.1 0.02%
154 MSLC
Morgan Stanley Pathway Funds - Large Cap Equity ETF
 0.0064% 790 35.2% 52.4 0.01%
155 IYY
iShares Dow Jones U.S. ETF
 0.0086% 939 35.3% 64.7 0.01%
156 BKSE
BNY Mellon US Small Cap Core Equity ETF
 0.2900% 590 4.0% 17.2 0.02%
157 GINN
Goldman Sachs Innovate Equity ETF
 0.1400% 470 16.3% 84.8 0.01%
158 SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
 0.1831% 527 9.6% 20.6 0.01%
159 STXK
Strive Small-Cap ETF
 0.2900% 600 3.5% 11.7 0.02%
160 TECB
iShares U.S. Tech Breakthrough Multisector ETF
 0.0431% 170 41.9% 365.4 0.01%
161 GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
 0.0100% 1,004 35.2% 64.5 0.01%
162 OTAX
Optimal Tax Managed Equity ETF
 0.2900% 235 37.7% 119.3 0.01%
163 MVV LEV
ProShares - Ultra MidCap400
 0.1494% 400 8.6% 29.5 0.01%
164 NLAX
0.0071% 962 36.1% 56.7 0.01%
165 HKG
0.0732% 1,533 4.5% 18.8 0.02%
166 JLVP
JPMorgan U.S. Large Cap Value Plus ETF
 0.6500% 174 39.2% 6.1 0.01%
167 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0046% 6,484 18.1% 50.1 0.02%
168 BRSM
MFS Blended Research Small-Mid Cap ETF
 0.5400% 329 10.0% 4.1 0.01%
169 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
 0.0491% 448 10.0% 21.9 0.02%
170 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0035% 6,484 13.8% 50.1 0.02%
171 WCEO
Hypatia Women CEO ETF
 1.0570% 157 15.4% 19.5 0.02%
172 BPAY
iShares FinTech Active ETF
 1.4297% 41 40.0% -10.3 0.02%
173 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0154% 1,451 18.9% 32.9 0.02%
174 MKTN
Federated Hermes MDT Market Neutral ETF
 0.0757% 399 23.2% 1103.8 -0.01%
175 DEUS
Xtrackers Russell US Multifactor ETF
 0.0392% 860 6.6% 23.9 0.02%
176 BDMIX
0.0008% 3,803 14.6% -8368.4 3.97%
177 EPSB
Harbor SMID Cap Core ETF (EPSB)
 1.5169% 56 26.7% 18.1 0.01%
178 TMFX
Motley Fool Next Index ETF
 0.2800% 198 15.3% 33.2 0.01%
179 RNMC
First Trust Mid Cap US Equity Select ETF
 0.7200% 100 12.7% 23.0 0.02%
180 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.0300% 913 16.0% 54.4 0.02%
181 EQUL
IQ Engender Equality ETF
 1.1700% 75 17.0% 32.0 0.05%
182 JHMF
John Hancock Multifactor Financials ETF
 0.2700% 138 28.4% 15.0 0.02%
183 EPSV
Harbor SMID Cap Value ETF (EPSV)
 1.4261% 60 25.3% 42.4 0.02%
184 MIDU LEV
Direxion Daily Mid Cap Bull 3X ETF
 0.1341% 400 5.0% 29.5 0.01%
185 FAB
First Trust Multi Cap Value AlphaDEX Fund
 0.0500% 674 5.0% 17.1 0.03%
186 JSTC
Adasina Social Justice All Cap Global ETF
 0.0300% 607 10.9% 27.3 0.02%
187 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
 0.0200% 857 29.4% 23.4 0.02%
188 AVSU
Avantis Responsible U.S. Equity ETF
 0.0100% 1,353 32.6% 42.1 0.01%
189 AVTM
Avantis Total Equity Markets ETF 1
 0.0100% 1,702 40.6% 45.5 0.01%
190 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0024% 6,484 9.3% 50.1 0.02%
191 UMDD LEV
ProShares - UltraPro MidCap 400
 0.1237% 399 4.6% 29.5 0.01%
192 SCDS
JPMorgan Fundamental Data Science Small Core ETF
 0.3000% 271 9.2% 1.8 0.01%
193 SFYX
SoFi Next 500 ETF
 0.0900% 487 11.7% 21.9 0.01%
194 FNTC LEV
Direxion Daily Fintech Bull 2X Shares
 0.8515% 49 479783366.5% 20.1 0.01%
195 PJSM
PGIM Jennison Small-Mid Cap Core Equity ETF
 0.3506% 249 19.8% 13.8 0.01%
196 XHYF
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
 0.2700% 113 41.9% 63.1 0.06%
197 STXV
Strive 1000 Value ETF
 0.0200% 699 14.0% 19.2 0.02%
198 HWSM
Hotchkis & Wiley SMID Cap Diversified Value Fund
 0.5800% 171 15.0% 25.9 0.02%
199 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
 0.0510% 931 5.9% 31.4 0.02%
200 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0018% 6,484 7.0% 50.1 0.02%
201 STXG
Strive 1000 Growth ETF
 0.0100% 699 39.2% 86.4 0.01%
202 LPSV
Lone Peak SMID Value ETF
 3.1086% 25 49.9% 32.6 0.01%
203 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0096% 1,488 36.9% 92.1 0.01%
204 MIDE
Xtrackers S&P MidCap 400 Scored & Screened ETF
 0.2802% 264 10.1% 25.9 0.02%
205 GGUS
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
 —% 367 50.0% 126.5 0.00%
206 MFMO
Motley Fool Momentum Factor ETF
 0.0600% 100 47.6% 419.9 0.01%
207 HWMV
Hotchkis & Wiley Mid-Cap Value Fund
 1.2900% 68 34.2% 17.8 0.02%
208 KYC
Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF
 1.6200% 55 45.3% 8.0 0.01%
209 ITDD
iShares LifePath Target Date 2040 ETF
 0.0042% 7,963 15.8% 47.9 0.02%
210 ITDF
iShares LifePath Target Date 2050 ETF
 0.0052% 7,948 19.6% 47.8 0.02%
211 ITDE
iShares LifePath Target Date 2045 ETF
 0.0047% 7,963 17.8% 47.8 0.02%
212 ITDC
iShares LifePath Target Date 2035 ETF
 0.0037% 7,963 13.9% 48.2 0.02%
213 ITDG
iShares LifePath Target Date 2055 ETF
 0.0055% 7,948 20.8% 47.5 0.02%
214 ITDH
iShares LifePath Target Date 2060 ETF
 0.0056% 7,948 21.1% 47.4 0.02%
215 ITDB
iShares LifePath Target Date 2030 ETF
 0.0030% 7,963 11.3% 48.8 0.02%
216 ITDI
iShares LifePath Target Date 2065 ETF
 0.0056% 7,948 21.1% 47.4 0.02%
217 AVUC
Avantis U.S. Core Equity ETF
 —% 1,593 36.9% 55.3 0.01%
218 IRTR
iShares LifePath Retirement ETF
 0.0023% 7,963 8.6% 48.8 0.02%
219 JCTR
JPMorgan Carbon Transition U.S. Equity ETF
 0.0200% 395 37.6% 43.2 0.01%
220 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0056% 7,948 21.1% 47.4 0.02%
221 ISCB
iShares Morningstar Small-Cap ETF
 0.1000% 1,560 3.5% 14.8 0.01%
222 JKJ
iShares Morningstar Small-Cap ETF
 0.0900% 1,661 4.2% 20.8 0.01%
223 JKL
iShares Morningstar Small-Cap Value ETF
 0.2000% 1,037 5.4% 18.3 0.02%
224 ETPA
Ecofin Digital Payments Infrastructure Fund
 3.5900% 53 47.1% 9.6 0.02%
225 CHEP
AGFiQ U.S. Market Neutral Value Fund
 —% 401 —% — —%
226 NTRL
First Trust Merger Arbitrage ETF
 -0.6900% 423 14.5% 472.7 -0.01%
227 IALT
iShares Systematic Alternatives Active ETF
 -0.0910% 1,773 8.4% 9.9 0.03%
Tech Financial Healthcare Consumer Cycl. Industrials Energy

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