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 3 季 13F 持有人
WEX Inc. 在 2024/9/30 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
- 434
- 較 2024 年第 2 季 −6 家
- 持有股數
- 4,254 萬
- 較 2024 年第 2 季 +520.5 萬 (+13.9%)
- 總市值
- $88.3 億
- 較 2024 年第 2 季 +$22.0 億 (+33.3%)
- 新進機構
- 65
- 另有 132 家加碼
- 清倉機構
- 71
- 另有 151 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 3,942 | $82.7 萬 | 0.00% | −2,168−35.5% | 減碼 |
| Cetera Investment Advisers | 3,722 | $78.1 萬 | 0.00% | −10,152−73.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 3,691 | $77.4 萬 | 0.05% | +138+3.9% | 加碼 |
| Engineers Gate Manager LP | 3,678 | $77.1 萬 | 0.02% | −4,833−56.8% | 減碼 |
| Keeley-Teton Advisors, LLC | 3,677 | $77.1 萬 | 0.09% | −154−4.0% | 減碼 |
| Mariner, LLC | 3,657 | $76.7 萬 | 0.00% | −251−6.4% | 減碼 |
| Commerce Bank | 3,624 | $76.0 萬 | 0.00% | +60+1.7% | 加碼 |
| Prudential Financial Inc | 3,612 | $75.8 萬 | 0.00% | +789+27.9% | 加碼 |
| Toroso Investments, LLC | 3,600 | $75.5 萬 | 0.01% | −1,726−32.4% | 減碼 |
| ProShare Advisors LLC | 3,582 | $75.1 萬 | 0.00% | +1,606+81.3% | 加碼 |
| Gsa Capital Partners LLP | 3,529 | $74.0 萬 | 0.06% | −1,196−25.3% | 減碼 |
| Captrust Financial Advisors | 3,485 | $73.1 萬 | 0.00% | +2,291+191.9% | 加碼 |
| Edgestream Partners, L.P. | 3,464 | $72.7 萬 | 0.03% | +3,464 | 新進 |
| Cerity Partners LLC | 3,372 | $70.7 萬 | 0.00% | −289−7.9% | 減碼 |
| First Trust Advisors LP | 3,288 | $69.0 萬 | 0.00% | −85,268−96.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,218 | $67.5 萬 | 0.01% | +572+21.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,208 | $67.3 萬 | 0.00% | −669−17.3% | 減碼 |
| Securian Asset Management, Inc | 3,195 | $67.0 萬 | 0.02% | −147−4.4% | 減碼 |
| First Hawaiian Bank | 3,167 | $66.4 萬 | 0.02% | +3,167 | 新進 |
| Vestcor Inc | 2,992 | $62.8 萬 | 0.02% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 2,948 | $61.8 萬 | 0.11% | +12+0.4% | 加碼 |
| Illinois Municipal Retirement Fund | 2,931 | $61.5 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,921 | $61.3 萬 | 0.02% | +1,469+101.2% | 加碼 |
| Fiduciary Trust Co | 2,905 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 2,869 | $60.2 萬 | 0.06% | −106−3.6% | 減碼 |
| Seven Eight Capital, LP | 2,866 | $60.1 萬 | 0.05% | −4,062−58.6% | 減碼 |
| US Bancorp | 2,840 | $59.6 萬 | 0.00% | −65−2.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 2,837 | $59.5 萬 | 0.03% | +348+14.0% | 加碼 |
| Bridgefront Capital, LLC | 2,833 | $59.4 萬 | 0.23% | +2,833 | 新進 |
| Gator Capital Management, LLC | 2,801 | $58.7 萬 | 0.26% | 00.0% | 不變 |
| Diversified Trust Co | 2,799 | $58.7 萬 | 0.01% | +997+55.3% | 加碼 |
| Eukles Asset Management | 2,769 | $58.1 萬 | 0.23% | +35+1.3% | 加碼 |
| Truist Financial Corp | 2,740 | $57.5 萬 | 0.00% | −203−6.9% | 減碼 |
| AQR Capital Management LLC | 2,669 | $56.0 萬 | 0.00% | −17,608−86.8% | 減碼 |
| Globeflex Capital L P | 2,600 | $54.5 萬 | 0.05% | 00.0% | 不變 |
| Ethic Inc. | 2,273 | $54.0 萬 | 0.01% | −188−7.6% | 減碼 |
| Amundi | 2,563 | $53.5 萬 | 0.00% | +314+14.0% | 加碼 |
| Welch & Forbes LLC | 2,525 | $53.0 萬 | 0.01% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 2,519 | $52.8 萬 | 0.00% | +2,519 | 新進 |
| Shell Asset Management Co | 2,484 | $52.1 萬 | 0.02% | +2,484 | 新進 |
| Hancock Whitney Corp | 2,479 | $52.0 萬 | 0.02% | −68−2.7% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,450 | $51.4 萬 | 0.03% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 2,431 | $51.0 萬 | 0.00% | +1,174+93.4% | 加碼 |
| Raymond James Trust N.A. | 2,420 | $50.8 萬 | 0.01% | +38+1.6% | 加碼 |
| Maryland State Retirement & Pension System | 2,384 | $50.0 萬 | 0.01% | −983−29.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 2,321 | $48.7 萬 | 0.00% | +988+74.1% | 加碼 |
| Boit C F David | 2,340 | $48.2 萬 | 0.24% | 00.0% | 不變 |
| Guggenheim Capital LLC | 2,248 | $47.1 萬 | 0.00% | +423+23.2% | 加碼 |
| CWM Advisors, LLC | 2,218 | $46.5 萬 | 0.05% | +10.0% | 加碼 |
| Benin Management CORP | 2,201 | $46.2 萬 | 0.13% | 00.0% | 不變 |
| Versor Investments LP | 2,184 | $45.8 萬 | 0.07% | −3,200−59.4% | 減碼 |
| Snowden Capital Advisors LLC | 2,171 | $45.5 萬 | 0.01% | +871+67.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,193 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,126 | $44.6 萬 | 0.01% | −112−5.0% | 減碼 |
| Cornercap Investment Counsel Inc | 2,105 | $44.1 萬 | 0.13% | −2,471−54.0% | 減碼 |
| Apollon Wealth Management, LLC | 2,041 | $42.8 萬 | 0.01% | −13−0.6% | 減碼 |
| Advisory Services Network, LLC | 2,355 | $41.7 萬 | 0.01% | 00.0% | 不變 |
| Moody Aldrich Partners LLC | 1,933 | $40.5 萬 | 0.07% | −2−0.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 1,925 | $40.4 萬 | 0.08% | +1,925 | 新進 |
| Petrus Trust Company, LTA | 1,899 | $39.8 萬 | 0.04% | +476+33.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 1,845 | $38.7 萬 | 0.19% | +174+10.4% | 加碼 |
| Commonwealth Equity Services, LLC | 1,841 | $38.6 萬 | 0.00% | −198−9.7% | 減碼 |
| Cadent Capital Advisors, LLC | 1,819 | $38.1 萬 | 0.13% | 00.0% | 不變 |
| SpiderRock Advisors, LLC | 1,800 | $37.8 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,835 | $37.7 萬 | 0.01% | +191+11.6% | 加碼 |
| Isthmus Partners, LLC | 1,778 | $37.3 萬 | 0.04% | +232+15.0% | 加碼 |
| RSM US Wealth Management LLC | 1,775 | $37.2 萬 | 0.01% | +565+46.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 1,744 | $36.6 萬 | 0.04% | 00.0% | 不變 |
| Chicago Capital, LLC | 1,728 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| Legato Capital Management LLC | 1,713 | $35.9 萬 | 0.04% | +1,713 | 新進 |
| Shelton Capital Management | 1,675 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 1,669 | $35.0 萬 | 0.00% | −6,222−78.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,655 | $34.7 萬 | 0.00% | +16+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 1,621 | $34.0 萬 | 0.00% | +338+26.3% | 加碼 |
| SageView Advisory Group, LLC | 1,619 | $34.0 萬 | 0.02% | +1,619 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 1,612 | $33.8 萬 | 0.00% | +18+1.1% | 加碼 |
| Truvestments Capital LLC | 1,608 | $33.7 萬 | 0.09% | −314−16.3% | 減碼 |
| Veriti Management LLC | 1,573 | $33.0 萬 | 0.02% | +149+10.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 1,570 | $32.9 萬 | 0.05% | +1,570 | 新進 |
| Panagora Asset Management Inc | 1,520 | $31.9 萬 | 0.00% | −764−33.5% | 減碼 |
| Sterling Capital Management LLC | 1,515 | $31.8 萬 | 0.00% | +1,515 | 新進 |
| Avantax Advisory Services, Inc. | 1,491 | $31.3 萬 | 0.00% | +14+0.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,446 | $30.3 萬 | 0.02% | +32+2.3% | 加碼 |
| Evercore Wealth Management, LLC | 1,432 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 1,428 | $29.9 萬 | 0.01% | +1,428 | 新進 |
| SG Americas Securities, LLC | 1,410 | $29.6 萬 | 0.00% | −791−35.9% | 減碼 |
| Alaska Permanent Fund Corp | 1,372 | $28.8 萬 | 0.00% | 00.0% | 不變 |
| Net Worth Advisory Group | 1,348 | $28.3 萬 | 0.08% | +1,348 | 新進 |
| Intech Investment Management LLC | 1,305 | $27.4 萬 | 0.00% | −3,363−72.0% | 減碼 |
| HSBC Holdings PLC | 1,295 | $27.2 萬 | 0.00% | −27,650−95.5% | 減碼 |
| EntryPoint Capital, LLC | 1,292 | $27.1 萬 | 0.15% | +849+191.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,237 | $26.5 萬 | 0.00% | −98−7.3% | 減碼 |
| Mercer Global Advisors Inc | 1,249 | $26.2 萬 | 0.00% | −43−3.3% | 減碼 |
| Walleye Trading LLC | 1,221 | $25.6 萬 | 0.01% | +1,221 | 新進 |
| CIBC Asset Management Inc | 1,218 | $25.5 萬 | 0.00% | +44+3.7% | 加碼 |
| MML Investors Services, LLC | 1,209 | $25.4 萬 | 0.00% | +25+2.1% | 加碼 |
| EP Wealth Advisors, LLC | 1,198 | $25.1 萬 | 0.00% | +1,198 | 新進 |
| Rehmann Capital Advisory Group | 1,196 | $25.1 萬 | 0.02% | +1,196 | 新進 |
| Wendell David Associates Inc | 1,189 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 1,187 | $24.9 萬 | 0.00% | +137+13.0% | 加碼 |