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 4 季 13F 持有人
WEX Inc. 在 2021/12/31 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
- 345
- 較 2021 年第 3 季 +14 家
- 持有股數
- 4,400 萬
- 較 2021 年第 3 季 −101.6 萬 (−2.3%)
- 總市值
- $61.7 億
- 較 2021 年第 3 季 −$17.6 億 (−22.2%)
- 新進機構
- 60
- 另有 115 家加碼
- 清倉機構
- 46
- 另有 111 家減碼
另有 6 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cna Financial Corp | 3,848 | $54.0 萬 | 0.14% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 3,794 | $53.3 萬 | 0.02% | +3,794 | 新進 |
| Crossmark Global Holdings, Inc. | 3,785 | $53.1 萬 | 0.01% | +500+15.2% | 加碼 |
| Man Group plc | 3,728 | $52.3 萬 | 0.00% | +89+2.4% | 加碼 |
| Montag & Caldwell, LLC | 3,716 | $52.2 萬 | 0.05% | −66,461−94.7% | 減碼 |
| Shell Asset Management Co | 3,568 | $50.1 萬 | 0.01% | +16+0.5% | 加碼 |
| Prudential Financial Inc | 3,517 | $49.4 萬 | 0.00% | −640−15.4% | 減碼 |
| First Manhattan Co | 3,478 | $48.8 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 3,367 | $47.3 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,305 | $46.5 萬 | 0.00% | −83−2.4% | 減碼 |
| Zions Bancorporation, N.A. | 3,290 | $46.2 萬 | 0.04% | +534+19.4% | 加碼 |
| First Republic Investment Management, Inc. | 3,036 | $42.6 萬 | 0.00% | −722−19.2% | 減碼 |
| Group One Trading, L.P. | 3,000 | $42.1 萬 | 0.01% | −2,003−40.0% | 減碼 |
| Pictet Asset Management SA | 2,992 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Westfield Capital Management Co LP | 2,980 | $41.8 萬 | 0.00% | −277,292−98.9% | 減碼 |
| Graham Capital Management, L.P. | 2,931 | $41.1 萬 | 0.02% | +2,931 | 新進 |
| TownSquare Capital, LLC | 2,896 | $40.7 萬 | 0.01% | −106−3.5% | 減碼 |
| Two Sigma Investments, LP | 2,805 | $39.4 萬 | 0.00% | −9,081−76.4% | 減碼 |
| Eukles Asset Management | 2,794 | $39.2 萬 | 0.19% | +34+1.2% | 加碼 |
| Baird Financial Group, Inc. | 2,767 | $38.8 萬 | 0.00% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,754 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 2,744 | $38.5 萬 | 0.00% | −47−1.7% | 減碼 |
| HSBC Holdings PLC | 2,710 | $38.3 萬 | 0.00% | +454+20.1% | 加碼 |
| Creative Planning | 2,710 | $38.0 萬 | 0.00% | +1,561+135.9% | 加碼 |
| Commonwealth Equity Services, LLC | 2,689 | $37.7 萬 | 0.00% | +109+4.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,620 | $36.8 萬 | 0.08% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 2,622 | $36.7 萬 | 0.00% | −342−11.5% | 減碼 |
| Welch & Forbes LLC | 2,525 | $35.4 萬 | 0.01% | 00.0% | 不變 |
| PEAK6 Investments LLC | 2,520 | $35.4 萬 | 0.01% | +2,520 | 新進 |
| HighTower Advisors, LLC | 2,449 | $34.5 萬 | 0.00% | −52−2.1% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,450 | $34.4 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 2,445 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 2,437 | $34.2 萬 | 0.00% | −179−6.8% | 減碼 |
| Apollon Wealth Management, LLC | 2,435 | $34.2 萬 | 0.03% | +2,435 | 新進 |
| Teza Capital Management LLC | 2,355 | $33.1 萬 | 0.09% | +2,355 | 新進 |
| Belpointe Asset Management LLC | 2,350 | $33.0 萬 | 0.02% | −400−14.5% | 減碼 |
| Bridgewater Associates, LP | 2,325 | $32.6 萬 | 0.00% | +2,325 | 新進 |
| Whittier Trust Co | 2,261 | $31.7 萬 | 0.01% | −108−4.6% | 減碼 |
| Profund Advisors LLC | 2,243 | $31.5 萬 | 0.01% | −154−6.4% | 減碼 |
| Quantamental Technologies LLC | 2,225 | $31.2 萬 | 0.16% | +2,225 | 新進 |
| Raymond James Trust N.A. | 2,198 | $30.8 萬 | 0.01% | −52−2.3% | 減碼 |
| Boit C F David | 1,940 | $27.2 萬 | 0.17% | +200+11.5% | 加碼 |
| Woodmont Investment Counsel LLC | 1,925 | $27.0 萬 | 0.03% | −123−6.0% | 減碼 |
| Fox Run Management, L.L.C. | 1,916 | $26.9 萬 | 0.16% | +1,916 | 新進 |
| Keybank National Association | 1,884 | $26.4 萬 | 0.00% | −231−10.9% | 減碼 |
| Cadent Capital Advisors, LLC | 1,819 | $25.5 萬 | 0.11% | −66−3.5% | 減碼 |
| Astrantus Ltd | 1,782 | $25.0 萬 | 0.19% | +1,782 | 新進 |
| CIBC Asset Management Inc | 1,776 | $24.9 萬 | 0.00% | +39+2.2% | 加碼 |
| CWM Advisors, LLC | 1,775 | $24.9 萬 | 0.03% | +410+30.0% | 加碼 |
| Chicago Capital, LLC | 1,768 | $24.8 萬 | 0.01% | −42−2.3% | 減碼 |
| Coury Firm Asset Management LLC | 1,755 | $24.6 萬 | 0.19% | +1,755 | 新進 |
| Coldstream Capital Management Inc | 1,742 | $24.5 萬 | 0.01% | +1,742 | 新進 |
| Wendell David Associates Inc | 1,683 | $23.6 萬 | 0.02% | +75+4.7% | 加碼 |
| Cerity Partners LLC | 1,667 | $23.5 萬 | 0.00% | +1,667 | 新進 |
| Oppenheimer Asset Management Inc. | 1,655 | $23.3 萬 | 0.00% | −11,534−87.5% | 減碼 |
| Moody Aldrich Partners LLC | 1,613 | $22.6 萬 | 0.03% | −22−1.3% | 減碼 |
| Captrust Financial Advisors | 1,600 | $22.5 萬 | 0.00% | −866−35.1% | 減碼 |
| Fractal Investments LLC | 1,585 | $22.2 萬 | 0.08% | +1,585 | 新進 |
| Seven Eight Capital, LP | 1,568 | $22.0 萬 | 0.04% | −539−25.6% | 減碼 |
| Evercore Wealth Management, LLC | 1,559 | $21.9 萬 | 0.00% | −23−1.5% | 減碼 |
| Vident Investment Advisory, LLC | 1,543 | $21.6 萬 | 0.01% | +87+6.0% | 加碼 |
| Panagora Asset Management Inc | 1,520 | $21.3 萬 | 0.00% | −72−4.5% | 減碼 |
| Oppenheimer & Co Inc | 1,506 | $21.1 萬 | 0.00% | −1,467−49.3% | 減碼 |
| Magnetar Financial LLC | 1,489 | $20.9 萬 | 0.00% | −2,943−66.4% | 減碼 |
| Tortoise Index Solutions, LLC | 1,486 | $20.9 萬 | 0.05% | +30+2.1% | 加碼 |
| Fenimore Asset Management Inc | 1,467 | $20.6 萬 | 0.00% | +1,467 | 新進 |
| JustInvest LLC | 1,462 | $20.5 萬 | 0.01% | −1,559−51.6% | 減碼 |
| Chicago Trust Co NA | 1,455 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 1,456 | $20.4 萬 | 0.01% | +1,456 | 新進 |
| Ethic Inc. | 1,453 | $20.4 萬 | 0.02% | +1,453 | 新進 |
| Snowden Capital Advisors LLC | 1,217 | $17.0 萬 | 0.01% | −952−43.9% | 減碼 |
| Quantbot Technologies LP | 1,100 | $15.4 萬 | 0.01% | +1,100 | 新進 |
| Signaturefd, LLC | 917 | $12.9 萬 | 0.00% | +506+123.1% | 加碼 |
| First Horizon Advisors, Inc. | 827 | $11.6 萬 | 0.00% | −85−9.3% | 減碼 |
| Schroder Investment Management Group | 754 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 706 | $9.90 萬 | 0.02% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 700 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 700 | $9.80 萬 | 0.05% | 00.0% | 不變 |
| IFP Advisors, Inc | 457 | $9.40 萬 | 0.00% | +48+11.7% | 加碼 |
| Proequities, Inc. | 520 | $7.30 萬 | 0.00% | −13−2.4% | 減碼 |
| Ellevest, Inc. | 481 | $6.80 萬 | 0.01% | −51−9.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 450 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 404 | $5.67 萬 | 0.00% | −154−27.6% | 減碼 |
| American Portfolios Advisors | 390 | $5.48 萬 | 0.00% | 00.0% | 不變 |
| Okabena Investment Services Inc | 388 | $5.40 萬 | 0.02% | +388 | 新進 |
| Spire Wealth Management | 364 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Carroll Investors, Inc | 362 | $5.00 萬 | 0.03% | +362 | 新進 |
| MUFG Americas Holdings Corp | 349 | $4.90 萬 | 0.00% | +349 | 新進 |
| Cribstone Capital Management, LLC | 305 | $4.30 萬 | 0.02% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 268 | $3.80 萬 | 0.00% | +200+294.1% | 加碼 |
| Creative Financial Designs Inc | 263 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 251 | $3.50 萬 | 0.00% | −4−1.6% | 減碼 |
| Banque Cantonale Vaudoise | 252 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 240 | $3.40 萬 | 0.01% | −201−45.6% | 減碼 |
| FourThought Financial, LLC | 232 | $3.30 萬 | 0.00% | −92−28.4% | 減碼 |
| Fifth Third Bancorp | 227 | $3.20 萬 | 0.00% | +63+38.4% | 加碼 |
| CVA Family Office, LLC | 225 | $3.20 萬 | 0.01% | +225 | 新進 |
| Dougherty Wealth Advisers LLC | 214 | $3.00 萬 | 0.04% | 00.0% | 不變 |
| Solstein Capital, LLC | 179 | $2.50 萬 | 0.02% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 163 | $2.30 萬 | 0.04% | +163 | 新進 |