Question 1

Which hedge funds and institutional investors hold WEX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for WEX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for WEX whale holdings?

Accepted Answer

Conviction level reflects how significant WEX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to WEX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for WEX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about WEX?

Accepted Answer

QoQ changes for WEX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
PAR Capital	2.3M	$345.1M	10.0%	$3.5B
State Street	1.1M	$167.0M	0.0%	$2896.4B
Lyrical	760.9K	$116.5M	1.8%	$6.6B
Gotham Asset	375.0K	$57.4M	0.2%	$32.7B
Hotchkis & Wiley	236.6K	$36.2M	0.1%	$32.4B
Balyasny	231.9K	$35.5M	0.0%	$77.1B
Capital World	211.2K	$32.3M	0.0%	$732.9B
Lakewood	201.0K	$30.8M	1.9%	$1.6B
Hawk Ridge	163.5K	$25.0M	0.9%	$2.8B
Geode Capital	130.8K	$20.0M	0.0%	$1607.5B
PRIMECAP	116.8K	$17.9M	0.0%	$127.0B
DFA	38.7K	$5.9M	0.0%	$481.4B
Citadel	21.5K	$3.3M	0.0%	$618.5B
Millennium	16.7K	$2.6M	0.0%	$240.3B
Wellington	14.7K	$2.3M	0.0%	$535.5B
DE Shaw	9.7K	$1.5M	0.0%	$166.3B
Marshall Wace	7.7K	$1.2M	0.0%	$100.4B
Brevan Howard	6.0K	$924K	0.0%	$11.3B
Citadel	4.2K	$636K	0.0%	$618.5B
BlackRock	3.0K	$459K	—	$5723.5B
American Century	3.0K	$455K	0.0%	$194.3B
William Blair	2.9K	$448K	0.0%	$30.3B
Two Sigma	2.3K	$352K	0.0%	$123.9B
Northern Trust	2.0K	$314K	—	$756.6B
Gabelli	2.0K	$310K	0.0%	$14.8B
Renaissance Tech	1.9K	$291K	0.0%	$63.9B
Citadel	1.8K	$275K	—	$618.5B
Neuberger Berman (Eisman)	365	$56K	—	$131.4B
Fidelity (FMR)	57	$9K	—	$1898.4B
Man Group	40	$6K	—	$55.1B
AQR Capital	33	$5K	—	$218.4B

WEX

Who Holds WEX

Changes This Quarter