Public record / Tickers / WEX

WEX — WEX Inc.†

Both disclosure regimes on one name: who in Congress filed about WEX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming WEX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-18
filed 2025-06-18
13F holders
403
top-403 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Susan M. Collins · $15.0K–$50.0K

SELL · traded 2022-01-06 → filed 2022-02-17. Ranked over every WEX row by the provable lower bound, never a point estimate.

No member disclosed WEX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WEX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WEX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-18Kelly Morrison D–MN-3SELLTraded 06-04 +14d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SELLTraded 06-04 +14d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SELLTraded 06-04 +14d$1K–$15K
2022-02-17Susan M. Collins R–MESELL SP (spouse-owned)Traded 01-06 +42d$15K–$50K
2019-06-11Susan M. Collins R–MEBUY SP (spouse-owned)Traded 05-21 +21d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in WEX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed WEX in the trailing 12 months.

Congress ↔ notable managers · WEX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $57.4M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WEX INC

Merged timeline of congressional filings and notable-manager moves on WEX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+107,610 sh
2026-05-15Bridgewater Associates 13FEXIT−57,869 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WEX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Janus Henderson Group Ltd.$599M1
2BlackRock, Inc.$475M1
3PAR CAPITAL MANAGEMENT INC$345M1
4MORGAN STANLEY$321M1
5Impactive Capital LP$261M1
6Boston Partners$254M1
7VANGUARD CAPITAL MANAGEMENT LLC$236M1
8VANGUARD PORTFOLIO MANAGEMENT LLC$227M1
9AQR CAPITAL MANAGEMENT LLC$200M1
10FMR LLC$188M1
11STATE STREET CORP$167M1
12EARNEST PARTNERS LLC$135M1
13BANK OF AMERICA CORP /DE/$126M1
14LYRICAL ASSET MANAGEMENT LP$116M1
15DIMENSIONAL FUND ADVISORS LP$105M1
16Turtle Creek Asset Management Inc.$102M1
17GEODE CAPITAL MANAGEMENT, LLC$100M1
18SEI INVESTMENTS CO$91.5M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$73.2M1
20River Road Asset Management, LLC$72.9M1
21Gotham Asset Management, LLC$57.4M1
22SNYDER CAPITAL MANAGEMENT L P$56.7M1
23FEDERATED HERMES, INC.$55.5M1
24ARIEL INVESTMENTS, LLC$51.7M1
25NORTHERN TRUST CORP$50.9M1
26WELLINGTON MANAGEMENT GROUP LLP$47.0M1
27SG Capital Management LLC$46.4M1
28UBS Group AG$44.3M1
29CITADEL ADVISORS LLC$42.1M1
30NEW SOUTH CAPITAL MANAGEMENT INC$38.1M1
31HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$36.2M1
32Bank of New York Mellon Corp$35.6M1
33BALYASNY ASSET MANAGEMENT L.P.$35.5M1
34VANGUARD FIDUCIARY TRUST CO$32.7M1
35Quantinno Capital Management LP$32.6M1
36Capital World Investors$32.3M1
37Sunriver Management LLC$31.2M1
38LAKEWOOD CAPITAL MANAGEMENT, LP$30.8M1
39RICE HALL JAMES & ASSOCIATES, LLC$27.6M1
40Solel Partners LP$25.6M1
41HAWK RIDGE CAPITAL MANAGEMENT LP$25.0M1
42Longaeva Partners L.P.$24.7M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19.2M1
44NEW YORK STATE COMMON RETIREMENT FUND$18.4M1
45PRIMECAP MANAGEMENT CO/CA/$17.9M1
46IEQ CAPITAL, LLC$16.5M1
47RHUMBLINE ADVISERS$16.2M1
48LONE PEAK GLOBAL INVESTORS LLC$14.1M1
49Nuveen, LLC$14.1M1
50Invesco Ltd.$12.7M1
51AMERIPRISE FINANCIAL INC$12.2M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.7M1
53PRINCIPAL FINANCIAL GROUP INC$11.7M1
54ENVESTNET ASSET MANAGEMENT INC$11.5M1
55RAYMOND JAMES FINANCIAL INC$10.8M1
56Swiss National Bank$9.9M1
57Rhino Investment Partners, Inc$9.4M1
58Lightrock Netherlands B.V.$9.2M1
59Atom Investors LP$8.7M1
60Mariner, LLC$8.4M1
61FIRST TRUST ADVISORS LP$8.0M1
62Cerity Partners LLC$7.9M1
63Gator Capital Management, LLC$7.5M1
64WELLS FARGO & COMPANY/MN$6.8M1
65STATE OF WISCONSIN INVESTMENT BOARD$6.7M1
66Legal & General Group Plc$6.7M1
67Retirement Systems of Alabama$6.4M1
68Crossmark Global Holdings, Inc.$6.4M1
69ALLIANCEBERNSTEIN L.P.$6.3M1
70Swedbank AB$5.4M1
71CAMBIAR INVESTORS LLC$4.9M1
72Foyston, Gordon & Payne Inc$4.7M1
73VANGUARD ASSET MANAGEMENT, Ltd$4.6M1
74STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.6M1
75Sone Capital Management, LLC$4.5M1
76CWM, LLC$4.4M1
77FIFTH THIRD BANCORP$4.4M1
78Long Road Investment Counsel, LLC$4.3M1
79HM PAYSON & CO$4.2M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.0M1
81Squarepoint Ops LLC$3.9M1
82Man Group plc$3.9M1
83Dana Investment Advisors, Inc.$3.8M1
84SEIZERT CAPITAL PARTNERS, LLC$3.7M1
85WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
86MERCER GLOBAL ADVISORS INC /ADV$3.5M1
87Illinois Municipal Retirement Fund$3.3M1
88LPL Financial LLC$3.2M1
89Creative Planning$3.2M1
90Intrinsic Edge Capital Management LLC$3.1M1
91PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.0M1
92LAZARD ASSET MANAGEMENT LLC$2.9M1
93Connor, Clark & Lunn Investment Management Ltd.$2.9M1
94Factorial Partners, LLC$2.9M1
95BLAIR WILLIAM & CO/IL$2.9M1
96Vanguard Global Advisers, LLC$2.8M1
97MARTIN & CO INC /TN/$2.6M1
98MetLife Investment Management, LLC$2.6M1
99MILLENNIUM MANAGEMENT LLC$2.6M1
100CITIGROUP INC$2.5M1
101Amundi$2.5M1
102OPPENHEIMER ASSET MANAGEMENT INC.$2.4M1
103Henshaw Capital LLC$2.4M1
104ROYAL BANK OF CANADA$2.3M1
105CLARK ESTATES INC/NY$2.3M1
106BARCLAYS PLC$2.3M1
107State of New Jersey Common Pension Fund D$2.2M1
108DEUTSCHE BANK AG\$2.2M1
109Focus Partners Wealth$2.2M1
110Corient Private Wealth LLC$2.2M1
111MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
112Ameritas Investment Partners, Inc.$1.8M1
113NISA INVESTMENT ADVISORS, LLC$1.8M1
114PALISADE CAPITAL MANAGEMENT, LP$1.8M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$1.7M1
116YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
117CenterBook Partners LP$1.5M1
118D. E. Shaw & Co., Inc.$1.5M1
119EJF Capital LP$1.4M1
120Arizona State Retirement System$1.4M1
121Summit Trail Advisors, LLC$1.4M1
122Radnor Capital Management, LLC$1.4M1
123NOMURA HOLDINGS INC$1.3M1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
125Vanguard Investments Australia, Ltd.$1.3M1
126STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
127FORMULA GROWTH LTD$1.3M1
128GHP Investment Advisors, Inc.$1.2M1
129NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
130Universal- Beteiligungs- und Servicegesellschaft mbH$1.2M1
131ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.1M1
132KLP KAPITALFORVALTNING AS$1.1M1
133Merit Financial Group, LLC$1.1M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
135Daiwa Securities Group Inc.$1.0M1
136Vident Advisory, LLC$976K1
137Caprock Group, LLC$969K1
138Brevan Howard Capital Management LP$924K1
139Chicago Partners Investment Group LLC$893K1
140Atria Investments, Inc$880K1
141VICTORY CAPITAL MANAGEMENT INC$849K1
142BANK OF MONTREAL /CAN/$841K1
143Sepio Capital, LP$831K1
144Numerai GP LLC$827K1
145HighTower Advisors, LLC$820K1
146CANADA PENSION PLAN INVESTMENT BOARD$796K1
147Pictet Asset Management Holding SA$769K1
148Sanctuary Advisors, LLC$768K1
149PRELUDE CAPITAL MANAGEMENT, LLC$765K1
150Mitsubishi UFJ Trust & Banking Corp$735K1
151Verition Fund Management LLC$712K1
152Bridgefront Capital, LLC$708K1
153Callan Family Office, LLC$692K1
154Aurora Investment Counsel$690K1
155Krilogy Financial LLC$684K1
156Snowden Capital Advisors LLC$681K1
157Trexquant Investment LP$680K1
158XPONANCE LLC$673K1
159Cetera Investment Advisers$670K1
160Tidal Investments LLC$647K1
161BANK OF NOVA SCOTIA$643K1
162Inspire Investing, LLC$634K1
163INTECH INVESTMENT MANAGEMENT LLC$590K1
164TRUIST FINANCIAL CORP$582K1
165&PARTNERS$570K1
166O'SHAUGHNESSY ASSET MANAGEMENT, LLC$569K1
167Quantum Portfolio Management LLC$558K1
168Retirement Planning Co of New England, Inc.$555K1
169Pallas Capital Advisors LLC$550K1
170Pathstone Holdings, LLC$540K1
171CHOREO, LLC$520K1
172Focus Partners Advisor Solutions, LLC$518K1
173Curi Capital, LLC$507K1
174Clark Asset Management, LLC$500K1
175TEACHER RETIREMENT SYSTEM OF TEXAS$487K1
176GM Advisory Group, LLC$486K1
177XTX Topco Ltd$476K1
178M&T BANK CORP$474K1
179CIBC Bancorp USA Inc.$471K1
180Benin Management CORP$465K1
181AREX Capital Management, LP$459K1
182Bull Harbor Capital LLC$456K1
183AMERICAN CENTURY COMPANIES INC$455K1
184Watershed Asset Management, L.L.C.$454K1
185COMMERCE BANK$454K1
186WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$448K1
187Procyon Advisors, LLC$442K1
188STEPHENS INC /AR/$438K1
189Optimize Financial Inc$436K1
190Cornerstone Investment Partners, LLC$426K1
191Blue Trust, Inc.$419K1
192MML INVESTORS SERVICES, LLC$418K1
193Kera Capital Partners, Inc.$400K1
194Vanguard Personalized Indexing Management, LLC$400K1
195Empowered Funds, LLC$398K1
196SECURIAN ASSET MANAGEMENT, INC$391K1
197ISTHMUS PARTNERS, LLC$390K1
198VOYA INVESTMENT MANAGEMENT LLC$389K1
199Ensign Peak Advisors, Inc$382K1
200Wilkinson Global Asset Management LLC$375K1
201State of Wyoming$362K1
202SUSQUEHANNA INTERNATIONAL GROUP, LLP$361K1
203TWO SIGMA INVESTMENTS, LP$352K1
204Index Technologies Group LLC$340K1
205Swiss Life Asset Management Ltd$335K1
206Ballentine Partners, LLC$329K1
207B.O.S.S. Retirement Advisors, LLC$328K1
208Legato Capital Management LLC$327K1
209Rockefeller Capital Management L.P.$326K1
210Havemeyer Place LP$324K1
211Storgate, LLC$323K1
212EVOLVE PRIVATE WEALTH, LLC$323K1
213Hennion & Walsh Asset Management, Inc.$322K1
214Qsemble Capital Management, LP$317K1
215Laird Norton Wetherby Trust Company, LLC$309K1
216Baker Avenue Asset Management, LP$306K1
217PRUDENTIAL FINANCIAL INC$305K1
218Portside Wealth Group, LLC$299K1
219Waverly Advisors, LLC$298K1
220US BANCORP \DE\$293K1
221RENAISSANCE TECHNOLOGIES LLC$291K1
222NorthCrest Asset Manangement, LLC$288K1
223HB Wealth Management, LLC$286K1
224Maryland State Retirement & Pension System$283K1
225EQUITABLE TRUST CO$282K1
226Utah Retirement Systems$275K1
227COMMONWEALTH EQUITY SERVICES, LLC$266K1
228Chicago Capital, LLC$264K1
229MAI Capital Management$263K1
230Brooklyn Investment Group$260K1
231Knollwood Investment Advisory, LLC$256K1
232Parcion Private Wealth LLC$253K1
233EP Wealth Advisors, LLC$251K1
234BEESE FULMER INVESTMENT MANAGEMENT, INC.$243K1
235NewEdge Advisors, LLC$242K1
236DnB Asset Management AS$242K1
237HSBC HOLDINGS PLC$239K1
238PANAGORA ASSET MANAGEMENT INC$238K1
239Net Worth Advisory Group$233K1
240Rothschild Wealth LLC$231K1
241Compound Planning, Inc.$230K1
242EVOKE WEALTH, LLC$225K1
243FLPUTNAM INVESTMENT MANAGEMENT CO$225K1
244Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$224K1
245Allworth Financial LP$219K1
246Inspire Advisors, LLC$218K1
247Beverly Hills Private Wealth, LLC$212K1
248ProShare Advisors LLC$210K1
249INCEPTIONR LLC$210K1
250Cadent Capital Advisors, LLC$207K1
251Lido Advisors, LLC$202K1
252QRG CAPITAL MANAGEMENT, INC.$201K1
253Rehmann Capital Advisory Group$201K1
254MCF Advisors LLC$186K1
255Tower Research Capital LLC (TRC)$178K1
256Eurizon Capital SGR S.p.A.$159K1
257QUADRANT CAPITAL GROUP LLC$134K1
258Clearstead Advisors, LLC$130K1
259Parkside Financial Bank & Trust$118K1
260Arax Advisory Partners$114K1
261BNP Paribas Asset Management Holding S.A.$108K1
262OSAIC HOLDINGS, INC.$94.9K1
263Hilltop National Bank$88.3K1
264UMB Bank, n.a.$85.1K1
265Smartleaf Asset Management LLC$74.7K1
266PARADIGM ASSET MANAGEMENT CO LLC$73.5K1
267EXCHANGE TRADED CONCEPTS, LLC$72.5K1
268Annis Gardner Whiting Capital Advisors, LLC$71.0K1
269Cache Advisors, LLC$59.5K1
270Bangor Savings Bank$58.2K1
271NOMURA ASSET MANAGEMENT CO LTD$45.9K1
272SITTNER & NELSON, LLC$42.1K1
273NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38.4K1
274Mitsubishi UFJ Asset Management Co., Ltd.$37.8K1
275NATIONAL BANK OF CANADA /FI/$36.5K1
276Steward Partners Investment Advisory, LLC$35.7K1
277True Wealth Design, LLC$30.5K1
278SJS Investment Consulting Inc.$27.9K1
279Bayforest Capital Ltd$26.5K1
280Wilmington Savings Fund Society, FSB$24.6K1
281Activest Wealth Management$23.6K1
282Core Alternative Capital$22.3K1
283Signature Equity Partners, LLC$18.2K1
284Larson Financial Group LLC$17.9K1
285NATIXIS ADVISORS, LLC$17.5K1
286INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.6K1
287Destiny Wealth Partners, LLC$15.3K1
288Truvestments Capital LLC$14.8K1
289CENTRAL TRUST Co$14.5K1
290KELLEHER FINANCIAL ADVISORS$9.5K1
291THOMPSON SIEGEL & WALMSLEY LLC$8.4K1
292JONES FINANCIAL COMPANIES LLLP$7.8K1
293NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.0K1
294SIGNATUREFD, LLC$6.9K1
295ELEVATION WEALTH PARTNERS, LLC$6.9K1
296Frazier Financial Advisors, LLC$6.6K1
297CVA Family Office, LLC$6.4K1
298ASSETMARK, INC$6.3K1
299FARMERS & MERCHANTS INVESTMENTS INC$4.7K1
300DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$4.5K1
301Keating Financial Advisory Services, Inc.$4.4K1
302Penserra Capital Management LLC$4.3K1
303JFS WEALTH ADVISORS, LLC$4.0K1
304Asset Dedication, LLC$3.8K1
305PRIVATE TRUST CO NA$3.5K1
306Bravera Wealth$3.4K1
307Owl Creek Wealth Partners LLC$3.1K1
308CANADA LIFE ASSURANCE Co$3.0K1
309Basecamp Wealth Advisors LLC$2.9K1
310PFS Partners, LLC$2.8K1
311AMALGAMATED BANK$2.4K1
312Treasurer of the State of North Carolina$2.2K1
313JPL Wealth Management, LLC$2.0K1
314Transamerica Financial Advisors, LLC$1.8K1
315TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.7K1
316Rialto Wealth Management, LLC$1.7K1
317MV CAPITAL MANAGEMENT, INC.$1.2K1
318Bell Investment Advisors, Inc$1.2K1
319BROWN, LISLE/CUMMINGS, INC.$1.2K1
320Pinnacle Wealth Planning Services, Inc.$1.2K1
321THRIVENT FINANCIAL FOR LUTHERANS$1.2K1
322Retirement Wealth Solutions LLC$1.1K1
323Investors Research Corp$1.1K1
324HARBOR CAPITAL ADVISORS, INC.$9831
325DiNuzzo Private Wealth, Inc.$9191
326Cromwell Holdings LLC$9181
327Nemes Rush Group LLC$9181
328SouthState Bank Corp$7661
329State of Alaska, Department of Revenue$7471
330TradeLink Capital LLC$6221
331Private Wealth Management Group, LLC$6131
332PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5501
333DekaBank Deutsche Girozentrale$3421
334Vermillion Wealth Management, Inc.$3061
335HFM Investment Advisors, LLC$3061
336Claret Asset Management Corp$2381
337KBC Group NV$1601
338TFC Financial Management, Inc.$1541
339Measured Wealth Private Client Group, LLC$1531
340Rakuten Securities, Inc.$1531
341TORONTO DOMINION BANK$1191
342Smithfield Trust Co$101
343Capital Advisors, Ltd. LLC$61
344Capital Analysts, LLC$21
345VANGUARD GROUP INC— value not disclosed1
346DANSKE BANK A/S— value not disclosed1
347HARBOUR INVESTMENTS, INC.— value not disclosed1
348JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
349COMERICA BANK— value not disclosed1
350BURNEY CO/— value not disclosed1
351VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
352UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO— value not disclosed1
353LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
354ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
355NATIXIS— value not disclosed1
356CIBC Private Wealth Group LLC— value not disclosed1
357Boit C F David— value not disclosed1
358Bridgewater Associates, LP— value not disclosed1
359Magnetar Financial LLC— value not disclosed1
360NORGES BANK— value not disclosed1
361HRT FINANCIAL LP— value not disclosed1
362SIMPLEX TRADING, LLC— value not disclosed1
363J.Safra Asset Management Corp— value not disclosed1
364PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
365Assenagon Asset Management S.A.— value not disclosed1
366Incline Global Management LLC— value not disclosed1
367JANE STREET GROUP, LLC— value not disclosed1
36813D Management LLC— value not disclosed1
369Bridgewater Advisors Inc.— value not disclosed1
370Lighthouse Investment Partners, LLC— value not disclosed1
371Point72 Asset Management, L.P.— value not disclosed1
372Engineers Gate Manager LP— value not disclosed1
373Versor Investments LP— value not disclosed1
374Quadrature Capital Ltd— value not disclosed1
375World Investment Advisors— value not disclosed1
376Schonfeld Strategic Advisors LLC— value not disclosed1
377Holocene Advisors, LP— value not disclosed1
378Prana Capital Management, LP— value not disclosed1
379Verdence Capital Advisors LLC— value not disclosed1
380DV Trading LLC— value not disclosed1
381ExodusPoint Capital Management, LP— value not disclosed1
382Global Retirement Partners, LLC— value not disclosed1
383Farringdon Capital, Ltd.— value not disclosed1
384Delta Investment Management, LLC— value not disclosed1
385NICOLET ADVISORY SERVICES, LLC— value not disclosed1
386Concord Wealth Partners— value not disclosed1
387Kestra Advisory Services, LLC— value not disclosed1
388Lifestyle Asset Management, Inc.— value not disclosed1
389Y.D. More Investments Ltd— value not disclosed1
390NFSG Corp— value not disclosed1
391AlphaQuest LLC— value not disclosed1
392Allspring Global Investments Holdings, LLC— value not disclosed1
393PharVision Advisers, LLC— value not disclosed1
394SageView Advisory Group, LLC— value not disclosed1
395Empirical Asset Management, LLC— value not disclosed1
396Dunhill Financial, LLC— value not disclosed1
397Quarry LP— value not disclosed1
398Impact Partnership Wealth, LLC— value not disclosed1
399LECAP ASSET MANAGEMENT LTD— value not disclosed1
400Federation des caisses Desjardins du Quebec— value not disclosed1
401Wealth Watch Advisors, INC— value not disclosed1
402Triveni Capital Investments LP— value not disclosed1
403Wealth Enhancement Trust Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 344 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WEX

RETAINED WINDOW · ACTIVE HITS

Zero hits on WEX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WEX · financials and macro

Financials — as filed PLANNED

WEX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WEX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing