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。
2023 年第 2 季 13F 持有人
WEX Inc. 在 2023/6/30 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
- 408
- 較 2023 年第 1 季 +5 家
- 持有股數
- 4,222 萬
- 較 2023 年第 1 季 −56.6 萬 (−1.3%)
- 總市值
- $76.9 億
- 較 2023 年第 1 季 −$1.79 億 (−2.3%)
- 新進機構
- 51
- 另有 120 家加碼
- 清倉機構
- 46
- 另有 160 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coury Firm Asset Management LLC | 1,375 | $25.0 萬 | 0.36% | −475−25.7% | 減碼 |
| Duality Advisers, LP | 1,405 | $25.6 萬 | 0.03% | +1,405 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 1,430 | $26.0 萬 | 0.00% | +1,430 | 新進 |
| Mercer Global Advisors Inc | 1,459 | $26.6 萬 | 0.00% | −342−19.0% | 減碼 |
| SG Americas Securities, LLC | 1,467 | $26.7 萬 | 0.00% | −8,007−84.5% | 減碼 |
| Truvestments Capital LLC | 1,485 | $27.0 萬 | 0.13% | −1−0.1% | 減碼 |
| Evercore Wealth Management, LLC | 1,503 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 1,515 | $27.6 萬 | 0.00% | +297+24.4% | 加碼 |
| SageView Advisory Group, LLC | 1,516 | $27.6 萬 | 0.02% | +68+4.7% | 加碼 |
| Boit C F David | 1,540 | $28.0 萬 | 0.19% | 00.0% | 不變 |
| Jump Financial, LLC | 1,542 | $28.1 萬 | 0.01% | +1,542 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,550 | $28.2 萬 | 0.00% | −41,680−96.4% | 減碼 |
| Bridgefront Capital, LLC | 1,638 | $29.8 萬 | 0.16% | +1,638 | 新進 |
| Coldstream Capital Management Inc | 1,676 | $30.5 萬 | 0.01% | +34+2.1% | 加碼 |
| Chicago Capital, LLC | 1,728 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,747 | $31.8 萬 | 0.00% | −1,106−38.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,759 | $32.0 萬 | 0.00% | +173+10.9% | 加碼 |
| Ethic Inc. | 1,778 | $32.4 萬 | 0.01% | +8+0.5% | 加碼 |
| Cadent Capital Advisors, LLC | 1,819 | $33.1 萬 | 0.21% | 00.0% | 不變 |
| National Bank of Canada | 1,867 | $34.2 萬 | 0.00% | +1,709+1,081.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,919 | $34.9 萬 | 0.00% | −126−6.2% | 減碼 |
| Centiva Capital, LP | 1,957 | $35.6 萬 | 0.02% | −968−33.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 1,962 | $35.7 萬 | 0.14% | −38−1.9% | 減碼 |
| CWM Advisors, LLC | 1,972 | $35.9 萬 | 0.04% | +221+12.6% | 加碼 |
| Apollon Wealth Management, LLC | 1,987 | $36.2 萬 | 0.02% | +45+2.3% | 加碼 |
| Moody Aldrich Partners LLC | 1,995 | $36.3 萬 | 0.07% | −98−4.7% | 減碼 |
| Globeflex Capital L P | 2,000 | $36.4 萬 | 0.04% | +1,600+400.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 2,025 | $36.9 萬 | 0.00% | +225+12.5% | 加碼 |
| Shelton Capital Management | 2,050 | $37.3 萬 | 0.01% | −139−6.3% | 減碼 |
| Los Angeles Capital Management LLC | 2,061 | $37.5 萬 | 0.00% | +616+42.6% | 加碼 |
| Two Sigma Securities, LLC | 2,065 | $37.6 萬 | 0.03% | +964+87.6% | 加碼 |
| New York Life Investment Management LLC | 2,089 | $38.0 萬 | 0.00% | +2,089 | 新進 |
| Nilsine Partners, LLC | 2,146 | $39.1 萬 | 0.06% | 00.0% | 不變 |
| AtonRa Partners | 2,175 | $39.6 萬 | 0.61% | −29−1.3% | 減碼 |
| Ballentine Partners, LLC | 2,189 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 2,197 | $40.0 萬 | 0.01% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 2,318 | $42.2 萬 | 0.02% | 00.0% | 不變 |
| CSS LLC | 2,353 | $42.8 萬 | 0.03% | −147−5.9% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,450 | $44.6 萬 | 0.03% | 00.0% | 不變 |
| Capula Management Ltd | 2,480 | $45.2 萬 | 0.05% | +2,480 | 新進 |
| Raymond James Trust N.A. | 2,502 | $45.5 萬 | 0.01% | +53+2.2% | 加碼 |
| ProShare Advisors LLC | 2,502 | $45.6 萬 | 0.00% | −91−3.5% | 減碼 |
| Commonwealth Equity Services, LLC | 2,511 | $45.7 萬 | 0.00% | −81−3.1% | 減碼 |
| Welch & Forbes LLC | 2,525 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 2,582 | $47.0 萬 | 0.01% | +426+19.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,719 | $49.5 萬 | 0.05% | +2,719 | 新進 |
| Eukles Asset Management | 2,720 | $49.5 萬 | 0.25% | +24+0.9% | 加碼 |
| Ontario Teachers Pension Plan Board | 2,734 | $49.8 萬 | 0.01% | +242+9.7% | 加碼 |
| Lazard Asset Management LLC | 2,756 | $50.1 萬 | 0.00% | +1,195+76.6% | 加碼 |
| Truist Financial Corp | 2,758 | $50.2 萬 | 0.00% | −124−4.3% | 減碼 |
| Point72 Asset Management, L.P. | 2,766 | $50.4 萬 | 0.00% | +2,506+963.8% | 加碼 |
| SYSTM Wealth Solutions LLC | 2,788 | $50.8 萬 | 0.07% | +266+10.5% | 加碼 |
| Waldron Private Wealth LLC | 2,841 | $51.7 萬 | 0.03% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,842 | $51.7 萬 | 0.04% | −2,804−49.7% | 減碼 |
| Portside Wealth Group, LLC | 2,897 | $52.7 萬 | 0.10% | +2,897 | 新進 |
| Fiduciary Trust Co | 2,905 | $52.9 萬 | 0.01% | +2,905 | 新進 |
| Vontobel Holding Ltd. | 2,910 | $53.0 萬 | 0.00% | +2,910 | 新進 |
| Mach-1 Financial Group, Inc. | 2,932 | $53.4 萬 | 0.21% | +2,932 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 2,937 | $53.5 萬 | 0.00% | +12+0.4% | 加碼 |
| Amundi | 2,961 | $54.2 萬 | 0.00% | +2,830+2,160.3% | 加碼 |
| TownSquare Capital, LLC | 2,988 | $54.4 萬 | 0.01% | −18−0.6% | 減碼 |
| Cornerstone Investment Partners, LLC | 2,992 | $54.5 萬 | 0.03% | +12+0.4% | 加碼 |
| Graham Capital Management, L.P. | 3,046 | $55.5 萬 | 0.02% | −4,500−59.6% | 減碼 |
| Trexquant Investment LP | 3,113 | $56.7 萬 | 0.01% | −906−22.5% | 減碼 |
| Hancock Whitney Corp | 3,124 | $56.9 萬 | 0.02% | +34+1.1% | 加碼 |
| Mariner, LLC | 3,147 | $57.3 萬 | 0.00% | −977−23.7% | 減碼 |
| AE Wealth Management LLC | 3,179 | $57.9 萬 | 0.00% | +3,179 | 新進 |
| Maryland State Retirement & Pension System | 3,367 | $61.3 萬 | 0.01% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 3,401 | $61.9 萬 | 0.08% | +435+14.7% | 加碼 |
| Perpetual Ltd | 3,405 | $62.0 萬 | 0.01% | −5,755−62.8% | 減碼 |
| Sciencast Management LP | 3,444 | $63.7 萬 | 0.52% | +3,444 | 新進 |
| Davy Global Fund Management Ltd | 3,521 | $64.1 萬 | 0.12% | −126−3.5% | 減碼 |
| Commerce Bank | 3,586 | $65.3 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 3,613 | $65.8 萬 | 0.03% | +1,573+77.1% | 加碼 |
| Securian Asset Management, Inc | 3,816 | $69.5 萬 | 0.02% | −166−4.2% | 減碼 |
| HighTower Advisors, LLC | 3,838 | $69.8 萬 | 0.00% | −2,297−37.4% | 減碼 |
| Advisor Group Holdings, Inc. | 3,863 | $70.3 萬 | 0.00% | +322+9.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,898 | $71.0 萬 | 0.02% | −879−18.4% | 減碼 |
| Cozad Asset Management Inc | 3,940 | $71.7 萬 | 0.09% | +3,940 | 新進 |
| JustInvest LLC | 4,241 | $77.2 萬 | 0.02% | −505−10.6% | 減碼 |
| Alpha DNA Investment Management LLC | 4,267 | $77.7 萬 | 0.44% | +4,267 | 新進 |
| Intech Investment Management LLC | 4,415 | $80.4 萬 | 0.01% | +4,415 | 新進 |
| Cresset Asset Management, LLC | 4,417 | $80.4 萬 | 0.01% | +4,417 | 新進 |
| Seelaus Asset Management LLC | 4,500 | $81.9 萬 | 0.64% | −450−9.1% | 減碼 |
| Empowered Funds, LLC | 4,722 | $86.0 萬 | 0.03% | +4,722 | 新進 |
| EA Series Trust | 4,722 | $86.0 萬 | 0.03% | +4,722 | 新進 |
| Mackenzie Financial Corp | 4,837 | $88.6 萬 | 0.00% | +892+22.6% | 加碼 |
| XTX Topco Ltd | 4,967 | $90.4 萬 | 0.16% | +4,967 | 新進 |
| Pictet Asset Management SA | 4,991 | $90.9 萬 | 0.00% | −221−4.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 4,998 | $91.0 萬 | 0.03% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 5,100 | $91.9 萬 | 0.46% | −200−3.8% | 減碼 |
| Montag & Caldwell, LLC | 5,060 | $92.1 萬 | 0.11% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 5,311 | $96.6 萬 | 0.01% | −698−11.6% | 減碼 |
| Fox Run Management, L.L.C. | 5,437 | $99.0 萬 | 0.28% | +5,437 | 新進 |
| Johnson Investment Counsel Inc | 5,442 | $99.1 萬 | 0.01% | −8−0.1% | 減碼 |
| Pathstone Family Office, LLC | 5,503 | $99.6 萬 | 0.01% | +221+4.2% | 加碼 |
| FORA Capital, LLC | 5,552 | $101.1 萬 | 0.14% | +2,398+76.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,835 | $106.2 萬 | 0.00% | −88−1.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,899 | $107.4 萬 | 0.01% | 00.0% | 不變 |
| J. Goldman & Co LP | 5,938 | $108.1 萬 | 0.06% | −26,053−81.4% | 減碼 |