WEX

Wex Inc

Latest period2024 - Q4Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 42 superinvestors own shares of Wex Inc (WEX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wex Inc (WEX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wex Inc (WEX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wex Inc (WEX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 265.15%
0.06%
$925,690
5,280 shares@ 175.33 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 16.04%
0.03%
$577,153
3,292 shares@ 175.32 avg price
Robert Netzly@Inspire Investing, Llc
Recent Activity
Increased 12.76%
0.05%
$438,499
2,501 shares@ 175.33 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Increased 239.86%
0.02%
$249,656
1,424 shares@ 175.33 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 4.91%
0.01%
$48,739
278 shares@ 175.33 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 552.5%
0.01%
$45,759
261 shares@ 175.33 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 60.61%
0.01%
$9,292
53 shares@ 175.33 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Increased 5.56%
0.01%
$3,331
19 shares@ 175.32 avg price