WEX Inc.
WEX- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001309108
In the last 90 days, WEX Inc. insiders filed 0 open-market purchases and 7 sales; 416 institutions reported holding it in 13F filings for Q2 2026, worth $5.61B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in WEX Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 352
- −8 vs. Q1 2021
- Shares held
- 45.3M
- +140.1K (+0.3%) vs. Q1 2021
- Total value
- $8.78B
- −$670.8M (−7.1%) vs. Q1 2021
- New holders
- 45
- 121 more added
- Sold out
- 53
- 114 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 416 | $5.61B |
| Q1 2026 | 434 | $5.92B |
| Q4 2025 | 428 | $5.73B |
| Q3 2025 | 392 | $5.95B |
| Q2 2025 | 386 | $5.60B |
| Q1 2025 | 422 | $6.18B |
| Q4 2024 | 431 | $7.06B |
| Q3 2024 | 434 | $8.83B |
| Q2 2024 | 442 | $7.28B |
| Q1 2024 | 421 | $9.92B |
| Q4 2023 | 418 | $8.16B |
| Q3 2023 | 412 | $7.88B |
| Q2 2023 | 408 | $7.69B |
| Q1 2023 | 405 | $7.88B |
| Q4 2022 | 366 | $7.10B |
| Q3 2022 | 354 | $5.61B |
| Q2 2022 | 356 | $6.85B |
| Q1 2022 | 368 | $7.90B |
| Q4 2021 | 345 | $6.17B |
| Q3 2021 | 337 | $7.93B |
| Q2 2021 | 352 | $8.78B |
| Q1 2021 | 362 | $9.48B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −19−95.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $1.00K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 9 | $1.75K | 0.00% | +9 | New |
| Aua Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 11 | $2.00K | 0.00% | +11 | New |
| Lee Financial Co | 9 | $2.00K | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $3.00K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Parisi Gray Wealth Management | 13 | $3.00K | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 20 | $4.00K | 0.00% | −10−33.3% | Reduced |
| Concord Wealth Partners | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 24 | $5.00K | 0.00% | +24 | New |
| Glassman Wealth Services | 38 | $7.00K | 0.00% | +1+2.7% | Added |
| Lindbrook Capital, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 35 | $7.00K | 0.00% | +30+600.0% | Added |
| Charter Oak Capital Management, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $10.0K | 0.00% | +11+26.2% | Added |
| Steward Partners Investment Advisory, LLC | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $12.0K | 0.00% | – | – |
| Gemmer Asset Management LLC | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 60 | $12.0K | 0.00% | +60 | New |
| Smithfield Trust Co | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 82 | $16.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 81 | $16.0K | 0.00% | +8+11.0% | Added |
| Reilly Financial Advisors, LLC | 94 | $18.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 112 | $22.0K | 0.00% | −53−32.1% | Reduced |
| AdvisorNet Financial, Inc | 125 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 124 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 128 | $25.0K | 0.00% | −13−9.2% | Reduced |
| Simplex Trading, LLC | 155 | $30.0K | 0.00% | −10,033−98.5% | Reduced |
| Harbour Investments, Inc. | 165 | $32.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $35.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 205 | $40.0K | 0.00% | −11−5.1% | Reduced |
| FORA Capital, LLC | 205 | $40.0K | 0.01% | +205 | New |
| Dougherty Wealth Advisers LLC | 214 | $41.0K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co | 220 | $43.0K | 0.00% | +220 | New |
| IFP Advisors, Inc | 246 | $47.0K | 0.00% | +9+3.8% | Added |
| Banque Cantonale Vaudoise | 252 | $49.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 263 | $51.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 267 | $51.0K | 0.00% | +10+3.9% | Added |
| Berman Capital Advisors, LLC | 269 | $52.0K | 0.01% | +10+3.9% | Added |
| First Horizon Advisors, Inc. | 290 | $56.0K | 0.00% | −9−3.0% | Reduced |
| Group One Trading, L.P. | 300 | $58.0K | 0.00% | +300 | New |
| Cutler Group LP | 300 | $58.0K | 0.00% | +300 | New |
| Cribstone Capital Management, LLC | 305 | $59.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 327 | $63.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 356 | $69.0K | 0.00% | −100−21.9% | Reduced |
| Walleye Trading LLC | 386 | $75.0K | 0.00% | +386 | New |
| American Portfolios Advisors | 390 | $75.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 390 | $76.0K | 0.00% | +47+13.7% | Added |
| Signaturefd, LLC | 431 | $84.0K | 0.00% | −25−5.5% | Reduced |
| Proequities, Inc. | 462 | $90.0K | 0.01% | −9−1.9% | Reduced |
| Leonteq Securities AG | 467 | $90.6K | 0.01% | +63+15.6% | Added |
| Dark Forest Capital Management LP | 474 | $92.0K | 0.04% | +474 | New |
| First Bank & Trust | 481 | $93.0K | 0.04% | −663−58.0% | Reduced |
| Capula Management Ltd | 521 | $101.0K | 0.02% | +521 | New |
| Carmichael Hill & Associates, Inc. | 600 | $116.0K | 0.07% | 00.0% | Unchanged |
| First Horizon Corp | 622 | $120.0K | 0.01% | −288−31.6% | Reduced |
| Ellevest, Inc. | 655 | $127.0K | 0.01% | −135−17.1% | Reduced |
| Advisors Asset Management, Inc. | 690 | $134.0K | 0.00% | −2,118−75.4% | Reduced |
| Clearstead Advisors, LLC | 700 | $136.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 728 | $141.0K | 0.01% | +728 | New |
| Column Capital Advisors, LLC | 738 | $143.0K | 0.03% | −45−5.7% | Reduced |
| Schroder Investment Management Group | 754 | $146.0K | 0.00% | −4,397−85.4% | Reduced |
| Point72 Hong Kong Ltd | 888 | $172.0K | 0.01% | −4,853−84.5% | Reduced |
| First Mercantile Trust Co | 885 | $172.0K | 0.02% | −49−5.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,068 | $207.0K | 0.01% | −3−0.3% | Reduced |
| Spears Abacus Advisors LLC | 1,140 | $221.0K | 0.02% | −90−7.3% | Reduced |
| Blueshift Asset Management, LLC | 1,154 | $224.0K | 0.01% | +1,154 | New |
| Creative Planning | 1,213 | $235.0K | 0.00% | +1,213 | New |
| Chicago Trust Co NA | 1,212 | $235.0K | 0.06% | +1,212 | New |
| Coldstream Capital Management Inc | 1,227 | $238.0K | 0.01% | +1+0.1% | Added |
| Boit C F David | 1,240 | $240.0K | 0.18% | +1,240 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,250 | $241.0K | 0.00% | −74−5.6% | Reduced |
| Pearl River Capital, LLC | 1,255 | $243.0K | 0.07% | −1,788−58.8% | Reduced |
| IBM Retirement Fund | 1,258 | $244.0K | 0.02% | −239−16.0% | Reduced |
| Kestra Advisory Services, LLC | 1,266 | $245.0K | 0.00% | +38+3.1% | Added |
| Truist Financial Corp | 1,349 | $262.0K | 0.00% | +1,349 | New |
| Kovack Advisors, Inc. | 1,358 | $263.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,362 | $264.0K | 0.01% | +1,362 | New |
| Kore Private Wealth LLC | 1,406 | $273.0K | 0.03% | −3−0.2% | Reduced |
| M&T Bank Corp | 1,426 | $277.0K | 0.00% | +15+1.1% | Added |
| Ethic Inc. | 1,466 | $284.0K | 0.03% | +81+5.8% | Added |
| Susquehanna International Group, LLP | 1,497 | $290.0K | 0.00% | +1,497 | New |
| Cigna Investments Inc | 1,531 | $297.0K | 0.02% | −100−6.1% | Reduced |