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。
2026 年第 1 季 13F 持有人
WEX Inc. 在 2026/3/31 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
- 434
- 較 2025 年第 4 季 +12 家
- 持有股數
- 3,869 萬
- 較 2025 年第 4 季 +384.5 萬 (+11.0%)
- 總市值
- $59.2 億
- 較 2025 年第 4 季 +$7.28 億 (+14.0%)
- 新進機構
- 70
- 另有 178 家加碼
- 清倉機構
- 58
- 另有 119 家減碼
另有 6 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 464 | $7.10 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 474 | $7.25 萬 | 0.00% | +474 | 新進 |
| Paradigm Asset Management Co LLC | 480 | $7.35 萬 | 0.02% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 487 | $7.47 萬 | 0.00% | +62+14.6% | 加碼 |
| Rothschild Investment LLC | 532 | $8.14 萬 | 0.00% | +403+312.4% | 加碼 |
| Umb Bank N A | 556 | $8.51 萬 | 0.00% | +9+1.6% | 加碼 |
| Hilltop National Bank | 577 | $8.83 萬 | 0.02% | +36+6.7% | 加碼 |
| Advisor Group Holdings, Inc. | 620 | $9.49 萬 | 0.00% | +77+14.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 703 | $10.8 萬 | 0.00% | −3,628−83.8% | 減碼 |
| Farther Finance Advisors, LLC | 731 | $11.0 萬 | 0.00% | +42+6.1% | 加碼 |
| SRS Capital Advisors, Inc. | 743 | $11.4 萬 | 0.00% | +621+509.0% | 加碼 |
| Parkside Financial Bank & Trust | 774 | $11.8 萬 | 0.01% | +121+18.5% | 加碼 |
| STRS Ohio | 812 | $12.4 萬 | 0.00% | −1−0.1% | 減碼 |
| Clearstead Advisors, LLC | 849 | $13.0 萬 | 0.00% | +399+88.7% | 加碼 |
| Quadrant Capital Group LLC | 877 | $13.4 萬 | 0.00% | +42+5.0% | 加碼 |
| Hantz Financial Services, Inc. | 916 | $14.0 萬 | 0.00% | +167+22.3% | 加碼 |
| Eurizon Capital SGR S.p.A. | 1,029 | $15.9 萬 | 0.00% | +1,029 | 新進 |
| KBC Group NV | 1,046 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,066 | $16.3 萬 | 0.00% | −798−42.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,160 | $17.8 萬 | 0.00% | −583−33.4% | 減碼 |
| GAMMA Investing LLC | 1,199 | $18.3 萬 | 0.01% | +184+18.1% | 加碼 |
| MCF Advisors LLC | 1,218 | $18.6 萬 | 0.01% | +1,218 | 新進 |
| Advisory Services Network, LLC | 1,258 | $19.3 萬 | 0.00% | +1,258 | 新進 |
| Rehmann Capital Advisory Group | 1,314 | $20.1 萬 | 0.01% | +1,314 | 新進 |
| QRG Capital Management, Inc. | 1,315 | $20.1 萬 | 0.00% | +1,315 | 新進 |
| Lido Advisors, LLC | 1,319 | $20.2 萬 | 0.00% | +1,319 | 新進 |
| Cadent Capital Advisors, LLC | 1,351 | $20.7 萬 | 0.05% | 00.0% | 不變 |
| Inceptionr LLC | 1,374 | $21.0 萬 | 0.05% | +1,374 | 新進 |
| ProShare Advisors LLC | 1,375 | $21.0 萬 | 0.00% | −1−0.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 1,382 | $21.2 萬 | 0.04% | +1,382 | 新進 |
| Inspire Advisors, LLC | 1,425 | $21.8 萬 | 0.02% | +53+3.9% | 加碼 |
| Allworth Financial LP | 1,429 | $21.9 萬 | 0.00% | +931+186.9% | 加碼 |
| Venturi Wealth Management, LLC | 1,440 | $22.0 萬 | 0.01% | +1,440 | 新進 |
| Essential Partners LLC | 1,451 | $22.2 萬 | 0.07% | +247+20.5% | 加碼 |
| Camden Capital, LLC | 1,456 | $22.3 萬 | 0.01% | +1,456 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,465 | $22.4 萬 | 0.00% | +1,465 | 新進 |
| Flputnam Investment Management Co | 1,467 | $22.5 萬 | 0.00% | −498−25.3% | 減碼 |
| Evoke Wealth, LLC | 1,469 | $22.5 萬 | 0.00% | +1,469 | 新進 |
| EverSource Wealth Advisors, LLC | 1,502 | $23.0 萬 | 0.01% | +415+38.2% | 加碼 |
| Atomi Financial Group, Inc. | 1,504 | $23.0 萬 | 0.01% | +1,504 | 新進 |
| Sentinus, LLC | 1,507 | $23.1 萬 | 0.02% | +1,507 | 新進 |
| Net Worth Advisory Group | 1,520 | $23.3 萬 | 0.05% | −204−11.8% | 減碼 |
| Claret Asset Management Corp | 1,558 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Panagora Asset Management Inc | 1,558 | $23.8 萬 | 0.00% | +38+2.5% | 加碼 |
| HSBC Holdings PLC | 1,561 | $23.9 萬 | 0.00% | +4+0.3% | 加碼 |
| DnB Asset Management AS | 1,579 | $24.2 萬 | 0.00% | +1,579 | 新進 |
| GWM Advisors LLC | 1,583 | $24.2 萬 | 0.00% | +1,380+679.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 1,590 | $24.3 萬 | 0.02% | +1,590 | 新進 |
| EP Wealth Advisors, LLC | 1,642 | $25.1 萬 | 0.00% | +71+4.5% | 加碼 |
| Parcion Private Wealth LLC | 1,650 | $25.3 萬 | 0.02% | +1,650 | 新進 |
| Knollwood Investment Advisory, LLC | 1,674 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,702 | $26.0 萬 | 0.01% | −511−23.1% | 減碼 |
| MAI Capital Management | 1,716 | $26.3 萬 | 0.00% | +1,165+211.4% | 加碼 |
| Chicago Capital, LLC | 1,728 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 1,738 | $26.6 萬 | 0.00% | −98−5.3% | 減碼 |
| SageView Advisory Group, LLC | 1,739 | $26.6 萬 | 0.01% | +49+2.9% | 加碼 |
| Utah Retirement Systems | 1,794 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 1,830 | $28.0 萬 | 0.00% | 00.0% | 不變 |
| Equitable Trust Co | 1,845 | $28.2 萬 | 0.01% | −137−6.9% | 減碼 |
| Maryland State Retirement & Pension System | 1,852 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| HB Wealth Management, LLC | 1,871 | $28.6 萬 | 0.00% | +1,871 | 新進 |
| NorthCrest Asset Manangement, LLC | 1,862 | $28.8 萬 | 0.01% | −435−18.9% | 減碼 |
| Renaissance Technologies LLC | 1,900 | $29.1 萬 | 0.00% | +1,900 | 新進 |
| US Bancorp | 1,913 | $29.3 萬 | 0.00% | −253−11.7% | 減碼 |
| Warren Averett Asset Management, LLC | 1,948 | $29.8 萬 | 0.00% | +1,948 | 新進 |
| Portside Wealth Group, LLC | 1,953 | $29.9 萬 | 0.04% | −5−0.3% | 減碼 |
| Prudential Financial Inc | 1,993 | $30.5 萬 | 0.00% | −56−2.7% | 減碼 |
| Baker Avenue Asset Management, LP | 1,998 | $30.6 萬 | 0.01% | +1,998 | 新進 |
| Laird Norton Trust Company, LLC | 2,019 | $30.9 萬 | 0.01% | −36−1.8% | 減碼 |
| Gabelli Funds LLC | 2,027 | $31.0 萬 | 0.00% | −674−25.0% | 減碼 |
| Qsemble Capital Management, LP | 2,070 | $31.7 萬 | 0.02% | +331+19.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,101 | $32.2 萬 | 0.01% | −54−2.5% | 減碼 |
| Storgate, LLC | 2,113 | $32.3 萬 | 0.25% | +162+8.3% | 加碼 |
| Evolve Private Wealth, LLC | 2,113 | $32.3 萬 | 0.02% | +475+29.0% | 加碼 |
| Havemeyer Place LP | 2,115 | $32.4 萬 | 0.04% | −801−27.5% | 減碼 |
| Rockefeller Capital Management L.P. | 2,130 | $32.6 萬 | 0.00% | −6,022−73.9% | 減碼 |
| Legato Capital Management LLC | 2,134 | $32.7 萬 | 0.03% | −336−13.6% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $32.8 萬 | 0.10% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,153 | $32.9 萬 | 0.00% | +7+0.3% | 加碼 |
| Swiss Life Asset Management Ltd | 2,191 | $33.5 萬 | 0.00% | −611−21.8% | 減碼 |
| Eukles Asset Management | 2,216 | $33.9 萬 | 0.15% | −1,213−35.4% | 減碼 |
| Index Technologies Group LLC | 2,220 | $34.0 萬 | 0.37% | −134−5.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 2,193 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Investments, LP | 2,300 | $35.2 萬 | 0.00% | +2,300 | 新進 |
| Susquehanna International Group, LLP | 2,361 | $36.1 萬 | 0.00% | +2,361 | 新進 |
| State of Wyoming | 2,364 | $36.2 萬 | 0.04% | −3,057−56.4% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,450 | $37.5 萬 | 0.03% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 2,497 | $38.2 萬 | 0.00% | +650+35.2% | 加碼 |
| Voya Investment Management LLC | 2,543 | $38.9 萬 | 0.00% | −29−1.1% | 減碼 |
| Isthmus Partners, LLC | 2,549 | $39.0 萬 | 0.04% | +472+22.7% | 加碼 |
| Securian Asset Management, Inc | 2,557 | $39.1 萬 | 0.02% | +100+4.1% | 加碼 |
| Empowered Funds, LLC | 2,598 | $39.8 萬 | 0.00% | +1,127+76.6% | 加碼 |
| JustInvest LLC | 2,611 | $40.0 萬 | 0.00% | +100+4.0% | 加碼 |
| Kera Capital Partners, Inc. | 2,615 | $40.0 萬 | 0.05% | +826+46.2% | 加碼 |
| MML Investors Services, LLC | 2,730 | $41.8 萬 | 0.00% | −479−14.9% | 減碼 |
| Ronald Blue Trust, Inc. | 2,740 | $41.9 萬 | 0.00% | +625+29.6% | 加碼 |
| Cornerstone Investment Partners, LLC | 2,784 | $42.6 萬 | 0.02% | +180+6.9% | 加碼 |
| Optimize Financial Inc | 2,850 | $43.6 萬 | 0.21% | +177+6.6% | 加碼 |
| Stephens Inc | 2,859 | $43.8 萬 | 0.01% | −400−12.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,891 | $44.2 萬 | 0.02% | +38+1.3% | 加碼 |