This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WEX/capital-change-brief"
Use Arkolith's capital_change_brief for WEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | $599.3M | 3.9M | ▲+1.1% Added · +44K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $475.3M | 3.1M | ▲+1.5% Added · +47K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $321.4M | 2.1M | ▼−0.5% Reduced · −11K sh | Q1 2026 | |
| 4 | Impactive Capital LP | $261.3M | 1.7M | ▼−22% Reduced · −488K sh | Q1 2026 | |
| 5 | Boston Partners | $254.2M | 1.7M | ▲+15% Added · +213K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $236.1M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $227.1M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $199.8M | 1.3M | ▲+47% Added · +416K sh | Q1 2026 | |
| 9 | FMR LLC | $187.5M | 1.2M | ▲+6.9% Added · +79K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $167.0M | 1.1M | ▲+2.8% Added · +30K sh | Q1 2026 | |
| 11 | EARNEST PARTNERS LLC | $135.1M | 883K | ▼−0.7% Reduced · −7K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $126.1M | 824K | ▲+14% Added · +99K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $105.0M | 686K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 14 | Turtle Creek Asset Management Inc. | $102.4M | 669K | ▲+58% Added · +247K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $100.4M | 656K | ▲+2.6% Added · +17K sh | Q1 2026 | |
| 16 | SEI INVESTMENTS CO | $91.5M | 598K | ▲+8.7% Added · +48K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.2M | 479K | ▲+7.4% Added · +33K sh | Q1 2026 | |
| 18 | River Road Asset Management, LLC | $72.9M | 476K | ▼−39% Reduced · −300K sh | Q1 2026 | |
| 19 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $59.8M | 375K | ▼−8.1% Reduced · −33K sh | Q1 2026 | |
| 20 | Gotham Asset Management, LLC | $57.4M | 375K | ▲+40% Added · +108K sh | Q1 2026 | |
| 21 | SNYDER CAPITAL MANAGEMENT L P | $56.7M | 371K | ▲+6.5% Added · +22K sh | Q1 2026 | |
| 22 | FEDERATED HERMES, INC. | $55.5M | 362K | ▲+3.7% Added · +13K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $51.9M | 338K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 24 | ARIEL INVESTMENTS, LLC | $51.7M | 338K | ▲+0.3% Added · +927 sh | Q1 2026 | |
| 25 | NORGES BANK | $50.2M | 337K | ▲+16% Added · +46K sh | Q4 2025 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 8 | $1K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 1K | $197K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 265 | $39K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 135 | $20K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 227 | $33K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 48 | $7K |
| Jun 30, 2026 | GROCH JAMES R | Director | Grant (A) | 186 | — |
| Jun 30, 2026 | Callahan Don | Director | Grant (A) | 186 | — |
| Jun 30, 2026 | Adams Kurt Patrick | Director | Grant (A) | 79 | — |
| Jun 30, 2026 | Wolfe Lauren Taylor | Director | Grant (A) | 79 | — |
| Jun 17, 2026 | Carriedo Carlos | COO, Amer. Payments & Mobility | Option exercise (M) | 391 | $0 |
| Jun 17, 2026 | Carriedo Carlos | COO, Amer. Payments & Mobility | Tax withholding (F) | 174 | $23K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 146 funds | $59.0B |
| ALPHABET INC-CL AGOOGL | 143 funds | $40.8B |
| BROADCOM INCAVGO | 142 funds | $32.0B |
| META PLATFORMS INC-CLASS AMETA | 142 funds | $26.6B |
| JPMORGAN CHASE & COJPM | 142 funds | $19.3B |
| ELI LILLY & COLLY | 142 funds | $15.0B |
| AMAZON.COM INCAMZN | 141 funds | $46.8B |
| VISA INC-CLASS A SHARESV | 141 funds | $12.6B |
| MASTERCARD INC - AMA | 141 funds | $11.4B |
| COSTCO WHOLESALE CORPCOST | 141 funds | $10.9B |
| BANK OF AMERICA CORPBAC | 141 funds | $6.4B |
| UNITEDHEALTH GROUP INCUNH | 141 funds | $5.9B |
Ranked by how many of WEX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.