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。
2024 年第 2 季 13F 持有人
WEX Inc. 在 2024/6/30 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
- 442
- 較 2024 年第 1 季 +25 家
- 持有股數
- 4,105 萬
- 較 2024 年第 1 季 −67.3 萬 (−1.6%)
- 總市值
- $72.8 億
- 較 2024 年第 1 季 −$26.2 億 (−26.4%)
- 新進機構
- 84
- 另有 135 家加碼
- 清倉機構
- 59
- 另有 153 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 337 | $5.97 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 338 | $5.99 萬 | 0.00% | +114+50.9% | 加碼 |
| Bangor Savings Bank | 380 | $6.73 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 386 | $6.84 萬 | 0.00% | +6+1.6% | 加碼 |
| Proequities, Inc. | 418 | $7.40 萬 | 0.00% | +54+14.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 434 | $7.69 萬 | 0.00% | +124+40.0% | 加碼 |
| EntryPoint Capital, LLC | 443 | $7.85 萬 | 0.04% | +443 | 新進 |
| Carmichael Hill & Associates, Inc. | 450 | $7.97 萬 | 0.03% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 451 | $7.99 萬 | 0.06% | +451 | 新進 |
| CWM, LLC | 453 | $8.00 萬 | 0.00% | +123+37.3% | 加碼 |
| Paradigm Asset Management Co LLC | 480 | $8.50 萬 | 0.02% | 00.0% | 不變 |
| Clean Yield Group | 500 | $8.86 萬 | 0.03% | 00.0% | 不變 |
| Trust Co of Vermont | 530 | $9.39 萬 | 0.01% | +530 | 新進 |
| Signaturefd, LLC | 531 | $9.41 萬 | 0.00% | +358+206.9% | 加碼 |
| Central Trust Co | 565 | $10.0 萬 | 0.00% | −152−21.2% | 減碼 |
| Hamilton Capital Partners Inc. | 750 | $13.3 萬 | 0.01% | +750 | 新進 |
| Twin Tree Management, LP | 953 | $16.9 萬 | 0.00% | −4,396−82.2% | 減碼 |
| KBC Group NV | 1,050 | $18.6 萬 | 0.00% | +124+13.4% | 加碼 |
| Claret Asset Management Corp | 1,131 | $20.0 萬 | 0.04% | +1,131 | 新進 |
| Ieq Capital, LLC | 1,136 | $20.1 萬 | 0.00% | +58+5.4% | 加碼 |
| CIBC Asset Management Inc | 1,174 | $20.8 萬 | 0.00% | −32−2.7% | 減碼 |
| MML Investors Services, LLC | 1,184 | $21.0 萬 | 0.00% | +290+32.4% | 加碼 |
| Wendell David Associates Inc | 1,189 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,194 | $21.2 萬 | 0.00% | −1,202−50.2% | 減碼 |
| Legacy Advisors, LLC | 1,197 | $21.2 萬 | 0.03% | +1,197 | 新進 |
| Wedmont Private Capital | 1,160 | $21.2 萬 | 0.01% | +1,160 | 新進 |
| RSM US Wealth Management LLC | 1,210 | $21.2 萬 | 0.00% | +1,210 | 新進 |
| Profund Advisors LLC | 1,215 | $21.5 萬 | 0.01% | −478−28.2% | 減碼 |
| Man Group plc | 1,226 | $21.7 萬 | 0.00% | +1,226 | 新進 |
| Russell Investments Group, Ltd. | 1,257 | $22.3 萬 | 0.00% | −125−9.0% | 減碼 |
| XTX Topco Ltd | 1,261 | $22.3 萬 | 0.02% | −550−30.4% | 減碼 |
| Advisor Group Holdings, Inc. | 1,283 | $22.7 萬 | 0.00% | −4,650−78.4% | 減碼 |
| Mercer Global Advisors Inc | 1,292 | $22.9 萬 | 0.00% | +102+8.6% | 加碼 |
| Snowden Capital Advisors LLC | 1,300 | $23.0 萬 | 0.01% | +76+6.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,333 | $23.6 萬 | 0.00% | −920−40.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,335 | $23.6 萬 | 0.00% | −86−6.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,414 | $25.0 萬 | 0.02% | +1,414 | 新進 |
| Alaska Permanent Fund Corp | 1,372 | $25.2 萬 | 0.00% | +1,372 | 新進 |
| Petrus Trust Company, LTA | 1,423 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Veriti Management LLC | 1,424 | $25.2 萬 | 0.02% | +163+12.9% | 加碼 |
| Evercore Wealth Management, LLC | 1,432 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,452 | $25.7 萬 | 0.00% | −601−29.3% | 減碼 |
| MQS Management LLC | 1,467 | $26.0 萬 | 0.16% | +1,467 | 新進 |
| Avantax Advisory Services, Inc. | 1,477 | $26.2 萬 | 0.00% | +1,477 | 新進 |
| Capstone Investment Advisors, LLC | 1,523 | $27.0 萬 | 0.01% | −3,215−67.9% | 減碼 |
| Isthmus Partners, LLC | 1,546 | $27.4 萬 | 0.03% | +1,546 | 新進 |
| Chicago Trust Co NA | 1,565 | $27.7 萬 | 0.06% | +660+72.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 1,594 | $28.2 萬 | 0.00% | −378−19.2% | 減碼 |
| Ossiam | 1,629 | $28.9 萬 | 0.01% | +44+2.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,639 | $29.0 萬 | 0.00% | −20−1.2% | 減碼 |
| Coldstream Capital Management Inc | 1,644 | $29.1 萬 | 0.01% | +37+2.3% | 加碼 |
| Aigen Investment Management, LP | 1,662 | $29.4 萬 | 0.06% | −334−16.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 1,671 | $29.6 萬 | 0.16% | +136+8.9% | 加碼 |
| Numerai GP LLC | 1,673 | $29.6 萬 | 0.11% | +1,673 | 新進 |
| Shelton Capital Management | 1,675 | $29.7 萬 | 0.01% | −168−9.1% | 減碼 |
| Atria Investments LLC | 1,678 | $29.7 萬 | 0.00% | +1,678 | 新進 |
| Laurion Capital Management LP | 1,694 | $30.0 萬 | 0.01% | +1,694 | 新進 |
| Chicago Capital, LLC | 1,728 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 1,744 | $30.9 萬 | 0.03% | +1,744 | 新進 |
| SpiderRock Advisors, LLC | 1,800 | $31.9 萬 | 0.01% | +1,800 | 新進 |
| Diversified Trust Co | 1,802 | $31.9 萬 | 0.01% | +1,802 | 新進 |
| Great Lakes Advisors, LLC | 1,815 | $32.2 萬 | 0.00% | +812+81.0% | 加碼 |
| Cadent Capital Advisors, LLC | 1,819 | $32.2 萬 | 0.13% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,825 | $32.3 萬 | 0.00% | +261+16.7% | 加碼 |
| Truvestments Capital LLC | 1,922 | $34.0 萬 | 0.14% | +103+5.7% | 加碼 |
| Moody Aldrich Partners LLC | 1,935 | $34.3 萬 | 0.07% | −1−0.1% | 減碼 |
| ProShare Advisors LLC | 1,976 | $35.0 萬 | 0.00% | −109−5.2% | 減碼 |
| Foyston, Gordon, & Payne Inc | 1,996 | $35.4 萬 | 0.09% | +586+41.6% | 加碼 |
| Cozad Asset Management Inc | 2,021 | $35.8 萬 | 0.04% | −2,810−58.2% | 減碼 |
| Commonwealth Equity Services, LLC | 2,039 | $36.1 萬 | 0.00% | −178−8.0% | 減碼 |
| Apollon Wealth Management, LLC | 2,054 | $36.4 萬 | 0.01% | +185+9.9% | 加碼 |
| Paloma Partners Management Co | 2,119 | $37.5 萬 | 0.03% | +2,119 | 新進 |
| DekaBank Deutsche Girozentrale | 2,193 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Benin Management CORP | 2,201 | $39.0 萬 | 0.12% | +2,201 | 新進 |
| SG Americas Securities, LLC | 2,201 | $39.0 萬 | 0.00% | +2,201 | 新進 |
| CWM Advisors, LLC | 2,217 | $39.3 萬 | 0.05% | +482+27.8% | 加碼 |
| Ballentine Partners, LLC | 2,238 | $39.6 萬 | 0.01% | +72+3.3% | 加碼 |
| Amundi | 2,249 | $39.7 萬 | 0.00% | −450−16.7% | 減碼 |
| Panagora Asset Management Inc | 2,284 | $40.5 萬 | 0.00% | −111,725−98.0% | 減碼 |
| Boit C F David | 2,340 | $41.5 萬 | 0.22% | +600+34.5% | 加碼 |
| Advisory Services Network, LLC | 2,355 | $41.7 萬 | 0.01% | +59+2.6% | 加碼 |
| Raymond James Trust N.A. | 2,382 | $42.2 萬 | 0.01% | −41−1.7% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,450 | $43.4 萬 | 0.03% | 00.0% | 不變 |
| Verition Fund Management LLC | 2,453 | $43.5 萬 | 0.00% | +2,453 | 新進 |
| Ethic Inc. | 2,461 | $43.6 萬 | 0.01% | +188+8.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,489 | $44.1 萬 | 0.02% | +1,336+115.9% | 加碼 |
| Cantor Fitzgerald, L. P. | 2,500 | $44.3 萬 | 0.09% | +2,500 | 新進 |
| Welch & Forbes LLC | 2,525 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| Hancock Whitney Corp | 2,547 | $45.1 萬 | 0.02% | −50−1.9% | 減碼 |
| Globeflex Capital L P | 2,600 | $46.1 萬 | 0.05% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,646 | $46.9 萬 | 0.01% | −550−17.2% | 減碼 |
| Eukles Asset Management | 2,734 | $48.4 萬 | 0.21% | −4−0.1% | 減碼 |
| Sanctuary Advisors, LLC | 2,241 | $48.5 萬 | 0.00% | +2,241 | 新進 |
| Central Pacific Bank - Trust Division | 2,749 | $48.7 萬 | 0.06% | 00.0% | 不變 |
| LMCG Investments, LLC | 2,776 | $49.2 萬 | 0.03% | −24−0.9% | 減碼 |
| Qtron Investments LLC | 2,790 | $49.4 萬 | 0.07% | 00.0% | 不變 |
| Gator Capital Management, LLC | 2,801 | $49.6 萬 | 0.25% | 00.0% | 不變 |
| Prudential Financial Inc | 2,823 | $50.0 萬 | 0.00% | −151−5.1% | 減碼 |
| Brevan Howard Capital Management LP | 2,862 | $50.7 萬 | 0.03% | +2,862 | 新進 |
| US Bancorp | 2,905 | $51.5 萬 | 0.00% | −2,829−49.3% | 減碼 |