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 4 季 13F 持有人
WEX Inc. 在 2023/12/31 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
- 418
- 較 2023 年第 3 季 +14 家
- 持有股數
- 4,191 萬
- 較 2023 年第 3 季 −2.53 萬 (−0.1%)
- 總市值
- $81.6 億
- 較 2023 年第 3 季 +$2.86 億 (+3.6%)
- 新進機構
- 58
- 另有 127 家加碼
- 清倉機構
- 44
- 另有 162 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 5,104 | $99.3 萬 | 0.02% | −458−8.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,052 | $98.3 萬 | 0.00% | −146−2.8% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 5,000 | $98.2 萬 | 0.44% | 00.0% | 不變 |
| New York Life Investment Management LLC | 4,898 | $95.3 萬 | 0.01% | +355+7.8% | 加碼 |
| Pictet Asset Management Holding SA | 4,896 | $95.3 萬 | 0.00% | +161+3.4% | 加碼 |
| Montag & Caldwell, LLC | 4,797 | $93.3 萬 | 0.16% | −19−0.4% | 減碼 |
| Toroso Investments, LLC | 4,738 | $92.2 萬 | 0.02% | +1,842+63.6% | 加碼 |
| Cozad Asset Management Inc | 4,731 | $92.0 萬 | 0.11% | +381+8.8% | 加碼 |
| State of Alaska, Department of Revenue | 4,616 | $89.8 萬 | 0.01% | −490−9.6% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,548 | $88.5 萬 | 0.21% | −13,532−74.8% | 減碼 |
| Lazard Asset Management LLC | 4,394 | $85.4 萬 | 0.00% | +984+28.9% | 加碼 |
| Cresset Asset Management, LLC | 4,328 | $84.2 萬 | 0.01% | −129−2.9% | 減碼 |
| Allianz Asset Management GmbH | 4,214 | $82.0 萬 | 0.00% | −26,221−86.2% | 減碼 |
| Mackenzie Financial Corp | 4,139 | $80.5 萬 | 0.00% | −310−7.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,111 | $80.0 萬 | 0.00% | −1,596−28.0% | 減碼 |
| LMCG Investments, LLC | 3,999 | $77.8 萬 | 0.05% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 3,996 | $77.7 萬 | 0.09% | −72−1.8% | 減碼 |
| Keeley-Teton Advisors, LLC | 3,988 | $77.6 萬 | 0.10% | −516−11.5% | 減碼 |
| HighTower Advisors, LLC | 3,974 | $77.4 萬 | 0.00% | +417+11.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,963 | $77.1 萬 | 0.07% | +13+0.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,874 | $75.4 萬 | 0.00% | −627−13.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,771 | $73.4 萬 | 0.00% | +219+6.2% | 加碼 |
| Securian Asset Management, Inc | 3,638 | $70.8 萬 | 0.02% | 00.0% | 不變 |
| Quest Partners LLC | 3,577 | $69.6 萬 | 0.15% | +3,577 | 新進 |
| Commerce Bank | 3,572 | $69.5 萬 | 0.00% | −14−0.4% | 減碼 |
| Advisor Group Holdings, Inc. | 3,460 | $67.3 萬 | 0.00% | −654−15.9% | 減碼 |
| Vident Advisory, LLC | 3,406 | $66.3 萬 | 0.02% | +1,672+96.4% | 加碼 |
| Twin Tree Management, LP | 3,402 | $66.2 萬 | 0.01% | +3,402 | 新進 |
| Maryland State Retirement & Pension System | 3,367 | $65.5 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 3,278 | $63.8 萬 | 0.04% | +263+8.7% | 加碼 |
| Vestcor Inc | 3,232 | $62.9 萬 | 0.02% | +159+5.2% | 加碼 |
| Alpha DNA Investment Management LLC | 3,177 | $61.8 萬 | 0.37% | +3,177 | 新進 |
| Mariner, LLC | 3,176 | $61.8 萬 | 0.00% | −346−9.8% | 減碼 |
| AE Wealth Management LLC | 2,967 | $61.5 萬 | 0.00% | +2,967 | 新進 |
| Centiva Capital, LP | 3,150 | $61.3 萬 | 0.04% | +2,028+180.7% | 加碼 |
| TownSquare Capital, LLC | 3,129 | $60.9 萬 | 0.01% | −68−2.1% | 減碼 |
| SYSTM Wealth Solutions LLC | 2,936 | $57.1 萬 | 0.08% | +411+16.3% | 加碼 |
| Portside Wealth Group, LLC | 2,918 | $56.8 萬 | 0.11% | −11−0.4% | 減碼 |
| Fiduciary Trust Co | 2,905 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Hancock Whitney Corp | 2,842 | $55.3 萬 | 0.02% | −80−2.7% | 減碼 |
| Waldron Private Wealth LLC | 2,816 | $54.8 萬 | 0.03% | −25−0.9% | 減碼 |
| Mach-1 Financial Group, Inc. | 2,803 | $54.5 萬 | 0.21% | +2,803 | 新進 |
| Qtron Investments LLC | 2,790 | $54.3 萬 | 0.09% | 00.0% | 不變 |
| Eukles Asset Management | 2,739 | $53.3 萬 | 0.25% | −7−0.3% | 減碼 |
| Shell Asset Management Co | 2,733 | $53.2 萬 | 0.02% | −818−23.0% | 減碼 |
| Amundi | 2,672 | $53.1 萬 | 0.00% | −379−12.4% | 減碼 |
| Aquatic Capital Management LLC | 2,700 | $52.5 萬 | 0.01% | +2,700 | 新進 |
| Ethic Inc. | 2,603 | $50.6 萬 | 0.01% | +1,370+111.1% | 加碼 |
| Globeflex Capital L P | 2,600 | $50.6 萬 | 0.05% | 00.0% | 不變 |
| XTX Topco Ltd | 2,569 | $50.0 萬 | 0.11% | −1,409−35.4% | 減碼 |
| JustInvest LLC | 2,529 | $49.2 萬 | 0.01% | −1,685−40.0% | 減碼 |
| Welch & Forbes LLC | 2,525 | $49.1 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 2,456 | $47.8 萬 | 0.01% | −40−1.6% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,450 | $47.7 萬 | 0.03% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 2,432 | $47.3 萬 | 0.01% | −12,207−83.4% | 減碼 |
| Commonwealth Equity Services, LLC | 2,329 | $45.3 萬 | 0.00% | −10−0.4% | 減碼 |
| Yarbrough Capital, LLC | 2,318 | $45.1 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 2,297 | $44.7 萬 | 0.00% | +86+3.9% | 加碼 |
| RDA Financial Network | 2,291 | $44.6 萬 | 0.17% | +641+38.8% | 加碼 |
| ProShare Advisors LLC | 2,248 | $43.7 萬 | 0.00% | −71−3.1% | 減碼 |
| Dogwood Wealth Management LLC | 2,226 | $43.3 萬 | 0.34% | +2,226 | 新進 |
| CWM Advisors, LLC | 2,214 | $43.1 萬 | 0.05% | +319+16.8% | 加碼 |
| Ballentine Partners, LLC | 2,189 | $42.6 萬 | 0.01% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 2,193 | $42.4 萬 | 0.00% | 00.0% | 不變 |
| Bridgewater Associates, LP | 2,165 | $42.1 萬 | 0.00% | +2,165 | 新進 |
| PEAK6 Investments LLC | 2,060 | $40.1 萬 | 0.02% | +363+21.4% | 加碼 |
| Axxcess Wealth Management, LLC | 2,021 | $39.3 萬 | 0.01% | −3,064−60.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 1,954 | $38.0 萬 | 0.00% | +17+0.9% | 加碼 |
| Moody Aldrich Partners LLC | 1,948 | $37.9 萬 | 0.07% | −4−0.2% | 減碼 |
| Seelaus Asset Management LLC | 1,941 | $37.8 萬 | 0.37% | −642−24.9% | 減碼 |
| Apollon Wealth Management, LLC | 1,915 | $37.3 萬 | 0.01% | +21+1.1% | 加碼 |
| Stifel Financial Corp | 1,899 | $36.9 萬 | 0.00% | +456+31.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 1,893 | $36.8 萬 | 0.00% | +94+5.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,855 | $36.1 萬 | 0.14% | −18−1.0% | 減碼 |
| SG Americas Securities, LLC | 1,845 | $35.9 萬 | 0.00% | +134+7.8% | 加碼 |
| Shelton Capital Management | 1,843 | $35.9 萬 | 0.01% | −207−10.1% | 減碼 |
| Handelsinvest Investeringsforvaltning | 1,836 | $35.7 萬 | 0.15% | +1,836 | 新進 |
| Cadent Capital Advisors, LLC | 1,819 | $35.4 萬 | 0.18% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 1,795 | $34.9 萬 | 0.01% | +1,795 | 新進 |
| Boit C F David | 1,740 | $33.8 萬 | 0.19% | +200+13.0% | 加碼 |
| Los Angeles Capital Management LLC | 1,733 | $33.7 萬 | 0.00% | +72+4.3% | 加碼 |
| Chicago Capital, LLC | 1,728 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 1,699 | $33.1 萬 | 0.00% | −578−25.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,682 | $32.7 萬 | 0.00% | +116+7.4% | 加碼 |
| Vontobel Holding Ltd. | 1,636 | $31.8 萬 | 0.00% | −164−9.1% | 減碼 |
| Coldstream Capital Management Inc | 1,623 | $31.6 萬 | 0.01% | −67−4.0% | 減碼 |
| Verition Fund Management LLC | 1,619 | $31.5 萬 | 0.00% | −477−22.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 1,555 | $30.3 萬 | 0.14% | +386+33.0% | 加碼 |
| Truvestments Capital LLC | 1,548 | $30.1 萬 | 0.14% | +47+3.1% | 加碼 |
| Capstone Investment Advisors, LLC | 1,545 | $30.1 萬 | 0.01% | −563−26.7% | 減碼 |
| Watershed Asset Management, L.L.C. | 1,529 | $29.7 萬 | 0.35% | +206+15.6% | 加碼 |
| AtonRa Partners | 1,517 | $29.5 萬 | 0.59% | −297−16.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 1,509 | $29.4 萬 | 0.03% | +1,509 | 新進 |
| Evercore Wealth Management, LLC | 1,432 | $27.9 萬 | 0.00% | −71−4.7% | 減碼 |
| Petrus Trust Company, LTA | 1,423 | $27.7 萬 | 0.03% | +1,423 | 新進 |
| Foyston, Gordon, & Payne Inc | 1,410 | $27.4 萬 | 0.07% | 00.0% | 不變 |
| Cetera Investment Advisers | 1,390 | $27.0 萬 | 0.00% | +237+20.6% | 加碼 |
| Profund Advisors LLC | 1,384 | $26.9 萬 | 0.01% | +226+19.5% | 加碼 |
| Edgestream Partners, L.P. | 1,380 | $26.8 萬 | 0.02% | +1,380 | 新進 |
| Snowden Capital Advisors LLC | 1,291 | $25.1 萬 | 0.01% | +70+5.7% | 加碼 |