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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Susan M. Collins · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-18Kelly Morrison D–MN-3SaleTraded 06-04 +14d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SaleTraded 06-04 +14d$1K–$15K
2025-06-18Kelly Morrison D–MN-3SaleTraded 06-04 +14d$1K–$15K
2022-02-17Susan M. Collins R–MESale · SP (spouse-owned)Traded 01-06 +42d$15K–$50K
2019-06-11Susan M. Collins R–MEPurchase · SP (spouse-owned)Traded 05-21 +21d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
346DANSKE BANK A/S$01
347HARBOUR INVESTMENTS, INC.$01
348JOHNSON INVESTMENT COUNSEL INC$01
349COMERICA BANK$01
350BURNEY CO/$01
351VIRGINIA RETIREMENT SYSTEMS ET Al$01
352UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$01
353LOGAN CAPITAL MANAGEMENT INC$01
354ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
355NATIXIS$01
356CIBC Private Wealth Group LLC$01
357Boit C F David$01
358Bridgewater Associates, LP$01
359Magnetar Financial LLC$01
360NORGES BANK$01
361HRT FINANCIAL LP$01
362SIMPLEX TRADING, LLC$01
363J.Safra Asset Management Corp$01
364PICTON MAHONEY ASSET MANAGEMENT$01
365Assenagon Asset Management S.A.$01
366Incline Global Management LLC$01
367JANE STREET GROUP, LLC$01
36813D Management LLC$01
369Bridgewater Advisors Inc.$01
370Lighthouse Investment Partners, LLC$01
371Point72 Asset Management, L.P.$01
372Engineers Gate Manager LP$01
373Versor Investments LP$01
374Quadrature Capital Ltd$01
375World Investment Advisors$01
376Schonfeld Strategic Advisors LLC$01
377Holocene Advisors, LP$01
378Prana Capital Management, LP$01
379Verdence Capital Advisors LLC$01
380DV Trading LLC$01
381ExodusPoint Capital Management, LP$01
382Global Retirement Partners, LLC$01
383Farringdon Capital, Ltd.$01
384Delta Investment Management, LLC$01
385NICOLET ADVISORY SERVICES, LLC$01
386Concord Wealth Partners$01
387Kestra Advisory Services, LLC$01
388Lifestyle Asset Management, Inc.$01
389Y.D. More Investments Ltd$01
390NFSG Corp$01
391AlphaQuest LLC$01
392Allspring Global Investments Holdings, LLC$01
393PharVision Advisers, LLC$01
394SageView Advisory Group, LLC$01
395Empirical Asset Management, LLC$01
396Dunhill Financial, LLC$01
397Quarry LP$01
398Impact Partnership Wealth, LLC$01
399LECAP ASSET MANAGEMENT LTD$01
400Federation des caisses Desjardins du Quebec$01
401Wealth Watch Advisors, INC$01
402Triveni Capital Investments LP$01
403Wealth Enhancement Trust Services, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 403 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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