HOTCHKIS & WILEY's WEX Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 346,822 shares of WEX Inc. (WEX) worth $54.63 M, representing 0.17% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in WEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 169,137 shares. Largest reduction occurred in Q3 2025, reducing 38,296 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's WEX (WEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEX (WEX) Trades by HOTCHKIS & WILEY
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +52,670 | New Buy | 52,670 | $104.56 |
| Q2 2020 | -28,440 | Reduce 54.00% | 24,230 | $165.00 |
| Q3 2020 | -3,700 | Reduce 15.27% | 20,530 | $138.97 |
| Q4 2020 | -4,060 | Reduce 19.78% | 16,470 | $203.52 |
| Q1 2021 | -16,470 | Sold Out | 16,470 | $0.00 |
| Q3 2022 | +87,960 | New Buy | 87,960 | $126.94 |
| Q4 2022 | +18,870 | Add 21.45% | 106,830 | $163.65 |
| Q2 2023 | -7,200 | Reduce 6.74% | 99,630 | $182.07 |
| Q4 2023 | -24,510 | Reduce 24.60% | 75,120 | $194.55 |
| Q1 2024 | +3 | Add 0.00% | 75,123 | $237.53 |
| Q2 2024 | +21,315 | Add 28.37% | 96,438 | $177.14 |
| Q3 2024 | +79,252 | Add 82.18% | 175,690 | $209.73 |
| Q4 2024 | +36,940 | Add 21.03% | 212,630 | $175.32 |
| Q1 2025 | +169,137 | Add 79.55% | 381,767 | $157.02 |
| Q2 2025 | +3,351 | Add 0.88% | 385,118 | $146.89 |
| Q3 2025 | -38,296 | Reduce 9.94% | 346,822 | $157.53 |
HOTCHKIS & WILEY's WEX Investment FAQs
HOTCHKIS & WILEY first purchased WEX Inc. (WEX) in Q1 2020, acquiring 52,670 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held WEX Inc. (WEX) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to WEX Inc. (WEX) was in Q1 2025, adding 381,767 shares worth $59.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 346,822 shares of WEX Inc. (WEX), valued at approximately $54.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, WEX Inc. (WEX) represents approximately 0.17% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's peak holding in WEX Inc. (WEX) was 385,118 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.