WEX Inc.
WEX- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001309108
近 90 天，WEX Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 416 家機構在 13F 申報持有，市值合計 $56.1 億；沒有大師持有。
2021 年第 3 季 13F 持有人
WEX Inc. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 337
- 較 2021 年第 2 季 −11 家
- 持有股數
- 4,503 萬
- 較 2021 年第 2 季 −25.0 萬 (−0.6%)
- 總市值
- $79.3 億
- 較 2021 年第 2 季 −$8.46 億 (−9.6%)
- 新進機構
- 31
- 另有 106 家加碼
- 清倉機構
- 42
- 另有 136 家減碼
另有 4 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WEX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 416 | $56.1 億 |
| 2026 年第 1 季 | 434 | $59.2 億 |
| 2025 年第 4 季 | 428 | $57.3 億 |
| 2025 年第 3 季 | 392 | $59.5 億 |
| 2025 年第 2 季 | 386 | $56.0 億 |
| 2025 年第 1 季 | 422 | $61.8 億 |
| 2024 年第 4 季 | 431 | $70.6 億 |
| 2024 年第 3 季 | 434 | $88.3 億 |
| 2024 年第 2 季 | 442 | $72.8 億 |
| 2024 年第 1 季 | 421 | $99.2 億 |
| 2023 年第 4 季 | 418 | $81.6 億 |
| 2023 年第 3 季 | 412 | $78.8 億 |
| 2023 年第 2 季 | 408 | $76.9 億 |
| 2023 年第 1 季 | 405 | $78.8 億 |
| 2022 年第 4 季 | 366 | $71.0 億 |
| 2022 年第 3 季 | 354 | $56.1 億 |
| 2022 年第 2 季 | 356 | $68.5 億 |
| 2022 年第 1 季 | 368 | $79.0 億 |
| 2021 年第 4 季 | 345 | $61.7 億 |
| 2021 年第 3 季 | 337 | $79.3 億 |
| 2021 年第 2 季 | 352 | $87.8 億 |
| 2021 年第 1 季 | 362 | $94.8 億 |
2021 年第 3 季持有機構
每家機構持有 WEX Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JustInvest LLC | 3,021 | $53.2 萬 | 0.05% | +1,445+91.7% | 加碼 |
| TownSquare Capital, LLC | 3,002 | $52.9 萬 | 0.02% | 00.0% | 不變 |
| Pictet Asset Management SA | 2,992 | $52.7 萬 | 0.00% | +2,992 | 新進 |
| Oppenheimer & Co Inc | 2,973 | $52.4 萬 | 0.01% | −398−11.8% | 減碼 |
| Russell Investments Group, Ltd. | 2,964 | $52.1 萬 | 0.00% | 00.0% | 不變 |
| Chilton Investment Co LLC | 2,888 | $50.9 萬 | 0.01% | +2,888 | 新進 |
| Franklin Resources Inc | 2,791 | $49.2 萬 | 0.00% | +276+11.0% | 加碼 |
| Raymond James & Associates | 2,780 | $49.0 萬 | 0.00% | +368+15.3% | 加碼 |
| Baird Financial Group, Inc. | 2,767 | $48.7 萬 | 0.00% | +2,767 | 新進 |
| Eukles Asset Management | 2,760 | $48.6 萬 | 0.27% | +374+15.7% | 加碼 |
| Ballentine Partners, LLC | 2,754 | $48.5 萬 | 0.02% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,756 | $48.5 萬 | 0.05% | +305+12.4% | 加碼 |
| Belpointe Asset Management LLC | 2,750 | $48.4 萬 | 0.03% | −50−1.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,620 | $46.1 萬 | 0.12% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 2,616 | $46.1 萬 | 0.00% | +93+3.7% | 加碼 |
| Commonwealth Equity Services, LLC | 2,580 | $45.4 萬 | 0.00% | −220−7.9% | 減碼 |
| Citadel Advisors LLC | 2,559 | $45.1 萬 | 0.00% | −4,390−63.2% | 減碼 |
| Welch & Forbes LLC | 2,525 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 2,501 | $44.0 萬 | 0.00% | −280−10.1% | 減碼 |
| Captrust Financial Advisors | 2,466 | $43.4 萬 | 0.00% | +162+7.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,239 | $43.4 萬 | 0.05% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 2,450 | $43.2 萬 | 0.03% | 00.0% | 不變 |
| Shelton Capital Management | 2,445 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| Janney Capital Management LLC | 2,415 | $42.5 萬 | 0.03% | −19−0.8% | 減碼 |
| Profund Advisors LLC | 2,397 | $42.2 萬 | 0.01% | −329−12.1% | 減碼 |
| Whittier Trust Co | 2,369 | $41.7 萬 | 0.01% | −55−2.3% | 減碼 |
| Twinbeech Capital LP | 2,287 | $40.3 萬 | 0.03% | −8,180−78.2% | 減碼 |
| FORA Capital, LLC | 2,280 | $40.2 萬 | 0.10% | +2,075+1,012.2% | 加碼 |
| HSBC Holdings PLC | 2,256 | $39.6 萬 | 0.00% | −3,166−58.4% | 減碼 |
| Raymond James Trust N.A. | 2,250 | $39.6 萬 | 0.01% | +50+2.3% | 加碼 |
| Snowden Capital Advisors LLC | 2,169 | $38.2 萬 | 0.02% | +20+0.9% | 加碼 |
| Keybank National Association | 2,115 | $37.3 萬 | 0.00% | −5−0.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,114 | $37.2 萬 | 0.01% | −3,161−59.9% | 減碼 |
| Seven Eight Capital, LP | 2,107 | $37.1 萬 | 0.04% | −300−12.5% | 減碼 |
| Woodmont Investment Counsel LLC | 2,048 | $36.1 萬 | 0.05% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 2,021 | $35.6 萬 | 0.26% | −740−26.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,967 | $34.6 萬 | 0.00% | −78−3.8% | 減碼 |
| Veritable, L.P. | 1,950 | $34.3 萬 | 0.01% | +1,950 | 新進 |
| Cadent Capital Advisors, LLC | 1,885 | $33.2 萬 | 0.15% | 00.0% | 不變 |
| Chicago Capital, LLC | 1,810 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Boit C F David | 1,740 | $31.7 萬 | 0.22% | +500+40.3% | 加碼 |
| CIBC Asset Management Inc | 1,737 | $30.6 萬 | 0.00% | +112+6.9% | 加碼 |
| Moody Aldrich Partners LLC | 1,635 | $28.8 萬 | 0.04% | −1−0.1% | 減碼 |
| Wendell David Associates Inc | 1,608 | $28.3 萬 | 0.03% | −16−1.0% | 減碼 |
| Panagora Asset Management Inc | 1,592 | $28.0 萬 | 0.00% | −541−25.4% | 減碼 |
| Evercore Wealth Management, LLC | 1,582 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Zeke Capital Advisors, LLC | 1,570 | $27.7 萬 | 0.02% | +5+0.3% | 加碼 |
| World Asset Management Inc | 1,498 | $26.4 萬 | 0.03% | −75−4.8% | 減碼 |
| Vident Investment Advisory, LLC | 1,456 | $25.6 萬 | 0.01% | −160−9.9% | 減碼 |
| Tortoise Index Solutions, LLC | 1,456 | $25.6 萬 | 0.06% | −160−9.9% | 減碼 |
| Chicago Trust Co NA | 1,455 | $25.6 萬 | 0.06% | +243+20.0% | 加碼 |
| Cigna Investments Inc | 1,431 | $25.3 萬 | 0.02% | −100−6.5% | 減碼 |
| M&T Bank Corp | 1,412 | $24.9 萬 | 0.00% | −14−1.0% | 減碼 |
| Kore Private Wealth LLC | 1,406 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 1,362 | $24.0 萬 | 0.00% | +13+1.0% | 加碼 |
| CWM Advisors, LLC | 1,365 | $24.0 萬 | 0.03% | +1,365 | 新進 |
| Engineers Gate Manager LP | 1,314 | $23.1 萬 | 0.01% | −7,837−85.6% | 減碼 |
| Kestra Advisory Services, LLC | 1,309 | $23.1 萬 | 0.00% | +43+3.4% | 加碼 |
| 55I, LLC | 1,296 | $22.8 萬 | 0.01% | +1,296 | 新進 |
| IBM Retirement Fund | 1,258 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Alta Capital Management LLC | 1,203 | $21.1 萬 | 0.01% | −1,203−50.0% | 減碼 |
| Mirabella Financial Services LLP | 1,175 | $20.7 萬 | 0.03% | +1,175 | 新進 |
| Creative Planning | 1,149 | $20.2 萬 | 0.00% | −64−5.3% | 減碼 |
| First Mercantile Trust Co | 1,111 | $19.6 萬 | 0.03% | +226+25.5% | 加碼 |
| First Horizon Advisors, Inc. | 912 | $16.1 萬 | 0.01% | +622+214.5% | 加碼 |
| Schroder Investment Management Group | 754 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 706 | $12.4 萬 | 0.03% | −32−4.3% | 減碼 |
| Clearstead Advisors, LLC | 700 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 700 | $12.3 萬 | 0.07% | +100+16.7% | 加碼 |
| Leonteq Securities AG | 558 | $9.83 萬 | 0.01% | +91+19.5% | 加碼 |
| Ellevest, Inc. | 532 | $9.40 萬 | 0.01% | −123−18.8% | 減碼 |
| Proequities, Inc. | 533 | $9.40 萬 | 0.01% | +71+15.4% | 加碼 |
| IFP Advisors, Inc | 409 | $9.00 萬 | 0.00% | +163+66.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 468 | $8.30 萬 | 0.00% | +78+20.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 450 | $7.90 萬 | 0.00% | −800−64.0% | 減碼 |
| First Bank & Trust | 441 | $7.80 萬 | 0.04% | −40−8.3% | 減碼 |
| Signaturefd, LLC | 411 | $7.20 萬 | 0.00% | −20−4.6% | 減碼 |
| Berman Capital Advisors, LLC | 414 | $7.20 萬 | 0.01% | +145+53.9% | 加碼 |
| American Portfolios Advisors | 390 | $6.87 萬 | 0.00% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | – | $6.80 萬 | 0.05% | – | 新進 |
| Spire Wealth Management | 364 | $6.40 萬 | 0.00% | +8+2.2% | 加碼 |
| FourThought Financial, LLC | 324 | $5.70 萬 | 0.01% | −3−0.9% | 減碼 |
| Cribstone Capital Management, LLC | 305 | $5.40 萬 | 0.03% | 00.0% | 不變 |
| Creative Financial Designs Inc | 263 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 255 | $4.50 萬 | 0.00% | −12−4.5% | 減碼 |
| Banque Cantonale Vaudoise | 252 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 220 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Dougherty Wealth Advisers LLC | 214 | $3.80 萬 | 0.06% | 00.0% | 不變 |
| Parallel Advisors, LLC | 218 | $3.80 萬 | 0.00% | +13+6.3% | 加碼 |
| Solstein Capital, LLC | 179 | $3.20 萬 | 0.02% | 00.0% | 不變 |
| Simplex Trading, LLC | 155 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 165 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 164 | $2.90 萬 | 0.00% | +52+46.4% | 加碼 |
| Vigilant Capital Management, LLC | 150 | $2.60 萬 | 0.00% | +50+50.0% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 128 | $2.30 萬 | 0.00% | +128 | 新進 |
| Quadrant Capital Group LLC | 127 | $2.20 萬 | 0.00% | −1−0.8% | 減碼 |
| AdvisorNet Financial, Inc | 125 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 124 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 122 | $2.10 萬 | 0.01% | −352−74.3% | 減碼 |
| Reilly Financial Advisors, LLC | 94 | $1.70 萬 | 0.00% | 00.0% | 不變 |