Signals

WEX

525 in-universe funds with a nonzero position in WEX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22961
Score / z-0.337 / -0.33
Consensus176.56 over 287 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 599.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 475.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PAR CAPITAL MANAGEMENT INC CIK 0001051359 0.934 45 345.1 10.0% 4 +1.1 pp +1.4 pp +1.1 pp +10.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 321.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Impactive Capital LP CIK 0001786767 0.909 8 261.3 18.9% 4 -1.9 pp +2.3 pp +3.1 pp +18.9 pp
Boston Partners CIK 0001386060 0.833 802 254.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 199.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 187.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 167.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 135.1 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 126.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.852 41 116.5 1.8% 4 +0.3 pp -0.1 pp +0.1 pp +1.8 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 105.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Asset Management Inc. CIK 0001484148 0.717 38 102.4 2.6% 3 -0.2 pp -0.2 pp +2.6 pp +2.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 100.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 91.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 73.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 72.9 0.8% 4 -0.4 pp -0.6 pp -0.9 pp +0.8 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 59.8 0.6% 4 +0.0 pp -0.1 pp -0.4 pp +0.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 57.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 56.7 1.1% 4 +0.1 pp +0.6 pp +0.6 pp +1.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 55.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 51.7 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 50.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 47.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 42.1 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 38.1 1.8% 4 -0.0 pp +1.6 pp +1.6 pp +1.8 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 36.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 35.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 35.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 32.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 32.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunriver Management LLC CIK 0001663900 0.082 21 31.2 5.3% 4 +0.1 pp -0.0 pp -0.1 pp +5.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 30.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 30.8 2.0% 4 -0.4 pp -0.5 pp -0.0 pp +2.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 27.6 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solel Partners LP CIK 0001790604 0.432 24 25.6 5.5% 3 +1.4 pp +1.9 pp +5.5 pp +5.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 25.0 0.9% 4 -2.2 pp -2.4 pp -1.6 pp +0.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 19.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 18.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 17.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 16.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONE PEAK GLOBAL INVESTORS LLC CIK 0001730467 0.405 43 14.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 14.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 12.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 10.1 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 9.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rhino Investment Partners, Inc CIK 0001828776 0.055 32 9.4 2.6% 4 +0.8 pp -0.2 pp +1.0 pp +2.6 pp
Lightrock Netherlands B.V. CIK 0002041485 0.383 36 9.2 2.0% 4 +0.0 pp +0.4 pp +0.7 pp +2.0 pp
Atom Investors LP CIK 0001738902 0.004 818 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 7.5 1.6% 4 -0.4 pp -1.1 pp -1.4 pp +1.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 6.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Swedbank AB CIK 0000946431 0.941 696 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 4.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Foyston, Gordon & Payne Inc CIK 0001322853 0.324 68 4.7 1.1% 4 +0.4 pp +0.3 pp +0.3 pp +1.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 4.5 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
CWM, LLC CIK 0001535847 0.788 5645 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Road Investment Counsel, LLC CIK 0001620081 0.464 80 4.3 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 4.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 4.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 3.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Factorial Partners, LLC CIK 0001732687 0.000 1 2.9 2.1% 4 +0.3 pp +0.1 pp -0.1 pp +2.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 2.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Incline Global Management LLC CIK 0001567195 0.000 20 2.4 0.9% 4 -3.7 pp -3.7 pp -4.2 pp +0.9 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 2.4 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 2.3 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 1.6 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 1.5 0.1% 3 -0.4 pp -0.1 pp +0.1 pp +0.1 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EJF Capital LP CIK 0001353254 0.130 72 1.4 1.0% 4 +0.2 pp +0.2 pp -0.1 pp +1.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORMULA GROWTH LTD CIK 0001093219 0.072 145 1.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 1.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
JANA Partners Management, LP CIK 0001998597 0.000 10 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hill City Capital, LP CIK 0001837343 0.897 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WEX). Qtrs Held counts distinct quarters this fund has actually held WEX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WEX position size. Δ columns are the percentage-point change in WEX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status