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, Q3 2021
Institutional positions in WEX Inc. as of Sep 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
- 337
- −11 vs. Q2 2021
- Shares held
- 45.0M
- −249.6K (−0.6%) vs. Q2 2021
- Total value
- $7.93B
- −$845.7M (−9.6%) vs. Q2 2021
- New holders
- 31
- 106 more added
- Sold out
- 42
- 136 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2 | $0 | 0.00% | +2 | New |
| Farmers & Merchants Investments Inc | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $1.00K | 0.00% | −30−78.9% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Koshinski Asset Management, Inc. | 7 | $1.23K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | −2−15.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 17 | $2.99K | 0.00% | +5+41.7% | Added |
| Jacobi Capital Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $3.00K | 0.00% | +15 | New |
| BDO Wealth Advisors, LLC | 20 | $4.00K | 0.00% | −15−42.9% | Reduced |
| Concord Wealth Partners | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Meridian Wealth Partners, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $4.00K | 0.00% | +21 | New |
| Earnest Partners LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 40 | $7.00K | 0.00% | +2+5.3% | Added |
| Fieldpoint Private Securities, LLC | 42 | $7.00K | 0.00% | +22+110.0% | Added |
| Tradewinds Capital Management, LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 52 | $9.00K | 0.00% | +52 | New |
| Activest Wealth Management | 54 | $10.0K | 0.01% | +54 | New |
| Albion Financial Group | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $11.0K | 0.00% | – | – |
| Huntington National Bank | 65 | $11.0K | 0.00% | +12+22.6% | Added |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 73 | $13.0K | 0.00% | −8−9.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 80 | $14.0K | 0.00% | +24+42.9% | Added |
| Reilly Financial Advisors, LLC | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 122 | $21.0K | 0.01% | −352−74.3% | Reduced |
| Quadrant Capital Group LLC | 127 | $22.0K | 0.00% | −1−0.8% | Reduced |
| AdvisorNet Financial, Inc | 125 | $22.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 124 | $22.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 128 | $23.0K | 0.00% | +128 | New |
| Vigilant Capital Management, LLC | 150 | $26.0K | 0.00% | +50+50.0% | Added |
| Harbour Investments, Inc. | 165 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 164 | $29.0K | 0.00% | +52+46.4% | Added |
| Simplex Trading, LLC | 155 | $30.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $32.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $38.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 218 | $38.0K | 0.00% | +13+6.3% | Added |
| Sageworth Trust Co | 220 | $39.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 252 | $44.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 255 | $45.0K | 0.00% | −12−4.5% | Reduced |
| Creative Financial Designs Inc | 263 | $46.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 305 | $54.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 324 | $57.0K | 0.01% | −3−0.9% | Reduced |
| Spire Wealth Management | 364 | $64.0K | 0.00% | +8+2.2% | Added |
| CenterStar Asset Management, LLC | – | $68.0K | 0.05% | – | New |
| American Portfolios Advisors | 390 | $68.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 411 | $72.0K | 0.00% | −20−4.6% | Reduced |
| Berman Capital Advisors, LLC | 414 | $72.0K | 0.01% | +145+53.9% | Added |
| First Bank & Trust | 441 | $78.0K | 0.04% | −40−8.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 450 | $79.0K | 0.00% | −800−64.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 468 | $83.0K | 0.00% | +78+20.0% | Added |
| IFP Advisors, Inc | 409 | $90.0K | 0.00% | +163+66.3% | Added |
| Ellevest, Inc. | 532 | $94.0K | 0.01% | −123−18.8% | Reduced |
| Proequities, Inc. | 533 | $94.0K | 0.01% | +71+15.4% | Added |
| Leonteq Securities AG | 558 | $98.3K | 0.01% | +91+19.5% | Added |
| Clearstead Advisors, LLC | 700 | $123.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 700 | $123.0K | 0.07% | +100+16.7% | Added |
| Column Capital Advisors, LLC | 706 | $124.0K | 0.03% | −32−4.3% | Reduced |
| Schroder Investment Management Group | 754 | $133.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 912 | $161.0K | 0.01% | +622+214.5% | Added |
| First Mercantile Trust Co | 1,111 | $196.0K | 0.03% | +226+25.5% | Added |
| Creative Planning | 1,149 | $202.0K | 0.00% | −64−5.3% | Reduced |
| Mirabella Financial Services LLP | 1,175 | $207.0K | 0.03% | +1,175 | New |
| Alta Capital Management LLC | 1,203 | $211.0K | 0.01% | −1,203−50.0% | Reduced |
| IBM Retirement Fund | 1,258 | $222.0K | 0.02% | 00.0% | Unchanged |
| 55I, LLC | 1,296 | $228.0K | 0.01% | +1,296 | New |
| Engineers Gate Manager LP | 1,314 | $231.0K | 0.01% | −7,837−85.6% | Reduced |
| Kestra Advisory Services, LLC | 1,309 | $231.0K | 0.00% | +43+3.4% | Added |
| Truist Financial Corp | 1,362 | $240.0K | 0.00% | +13+1.0% | Added |
| CWM Advisors, LLC | 1,365 | $240.0K | 0.03% | +1,365 | New |
| Kore Private Wealth LLC | 1,406 | $248.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 1,412 | $249.0K | 0.00% | −14−1.0% | Reduced |
| Cigna Investments Inc | 1,431 | $253.0K | 0.02% | −100−6.5% | Reduced |
| Vident Investment Advisory, LLC | 1,456 | $256.0K | 0.01% | −160−9.9% | Reduced |
| Tortoise Index Solutions, LLC | 1,456 | $256.0K | 0.06% | −160−9.9% | Reduced |
| Chicago Trust Co NA | 1,455 | $256.0K | 0.06% | +243+20.0% | Added |
| World Asset Management Inc | 1,498 | $264.0K | 0.03% | −75−4.8% | Reduced |
| Zeke Capital Advisors, LLC | 1,570 | $277.0K | 0.02% | +5+0.3% | Added |
| Evercore Wealth Management, LLC | 1,582 | $279.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,592 | $280.0K | 0.00% | −541−25.4% | Reduced |
| Wendell David Associates Inc | 1,608 | $283.0K | 0.03% | −16−1.0% | Reduced |
| Moody Aldrich Partners LLC | 1,635 | $288.0K | 0.04% | −1−0.1% | Reduced |
| CIBC Asset Management Inc | 1,737 | $306.0K | 0.00% | +112+6.9% | Added |
| Boit C F David | 1,740 | $317.0K | 0.22% | +500+40.3% | Added |
| Chicago Capital, LLC | 1,810 | $319.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,885 | $332.0K | 0.15% | 00.0% | Unchanged |
| Veritable, L.P. | 1,950 | $343.0K | 0.01% | +1,950 | New |