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, Q4 2021
Institutional positions in WEX Inc. as of Dec 31, 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
- 345
- +14 vs. Q3 2021
- Shares held
- 44.0M
- −1.02M (−2.3%) vs. Q3 2021
- Total value
- $6.17B
- −$1.76B (−22.2%) vs. Q3 2021
- New holders
- 60
- 115 more added
- Sold out
- 46
- 111 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $421 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $702 | 0.00% | −12−70.6% | Reduced |
| Koshinski Asset Management, Inc. | 7 | $983 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Center for Financial Planning, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 13 | $2.00K | 0.00% | +13 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 17 | $2.00K | 0.00% | +17 | New |
| BDO Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Motley Fool Asset Management LLC | 20 | $3.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 22 | $3.09K | 0.00% | +6+37.5% | Added |
| Earnest Partners LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $4.00K | 0.00% | +9+42.9% | Added |
| Parkside Financial Bank & Trust | 28 | $4.00K | 0.00% | +28 | New |
| Covestor Ltd | 32 | $5.00K | 0.01% | +32 | New |
| Glassman Wealth Services | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 43 | $6.00K | 0.00% | +43 | New |
| Sageworth Trust Co | 50 | $7.00K | 0.00% | −170−77.3% | Reduced |
| Tradewinds Capital Management, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 48 | $7.00K | 0.00% | +48 | New |
| Albion Financial Group | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Fieldpoint Private Securities, LLC | 57 | $8.00K | 0.00% | +15+35.7% | Added |
| Smithfield Trust Co | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 62 | $9.00K | 0.00% | +62 | New |
| Steward Partners Investment Advisory, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 82 | $12.0K | 0.01% | +82 | New |
| Reilly Financial Advisors, LLC | 94 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $13.0K | 0.00% | +82+1,025.0% | Added |
| Huntington National Bank | 108 | $15.0K | 0.00% | +43+66.2% | Added |
| Parallel Advisors, LLC | 114 | $16.0K | 0.00% | −104−47.7% | Reduced |
| AdvisorNet Financial, Inc | 125 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 126 | $18.0K | 0.00% | +126 | New |
| Quadrant Capital Group LLC | 142 | $20.0K | 0.00% | +15+11.8% | Added |
| Dark Forest Capital Management LP | 146 | $20.0K | 0.01% | +24+19.7% | Added |
| Vigilant Capital Management, LLC | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 163 | $23.0K | 0.04% | +163 | New |
| Solstein Capital, LLC | 179 | $25.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $30.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 227 | $32.0K | 0.00% | +63+38.4% | Added |
| CVA Family Office, LLC | 225 | $32.0K | 0.01% | +225 | New |
| FourThought Financial, LLC | 232 | $33.0K | 0.00% | −92−28.4% | Reduced |
| First Bank & Trust | 240 | $34.0K | 0.01% | −201−45.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 251 | $35.0K | 0.00% | −4−1.6% | Reduced |
| Banque Cantonale Vaudoise | 252 | $35.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 263 | $37.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 268 | $38.0K | 0.00% | +200+294.1% | Added |
| Cribstone Capital Management, LLC | 305 | $43.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 349 | $49.0K | 0.00% | +349 | New |
| Carroll Investors, Inc | 362 | $50.0K | 0.03% | +362 | New |
| Spire Wealth Management | 364 | $51.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 388 | $54.0K | 0.02% | +388 | New |
| American Portfolios Advisors | 390 | $54.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 404 | $56.7K | 0.00% | −154−27.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 450 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 481 | $68.0K | 0.01% | −51−9.6% | Reduced |
| Proequities, Inc. | 520 | $73.0K | 0.00% | −13−2.4% | Reduced |
| IFP Advisors, Inc | 457 | $94.0K | 0.00% | +48+11.7% | Added |
| Clearstead Advisors, LLC | 700 | $98.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 700 | $98.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 706 | $99.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 754 | $106.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 827 | $116.0K | 0.00% | −85−9.3% | Reduced |
| Signaturefd, LLC | 917 | $129.0K | 0.00% | +506+123.1% | Added |
| Quantbot Technologies LP | 1,100 | $154.0K | 0.01% | +1,100 | New |
| Snowden Capital Advisors LLC | 1,217 | $170.0K | 0.01% | −952−43.9% | Reduced |
| Chicago Trust Co NA | 1,455 | $204.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 1,456 | $204.0K | 0.01% | +1,456 | New |
| Ethic Inc. | 1,453 | $204.0K | 0.02% | +1,453 | New |
| JustInvest LLC | 1,462 | $205.0K | 0.01% | −1,559−51.6% | Reduced |
| Fenimore Asset Management Inc | 1,467 | $206.0K | 0.00% | +1,467 | New |
| Magnetar Financial LLC | 1,489 | $209.0K | 0.00% | −2,943−66.4% | Reduced |
| Tortoise Index Solutions, LLC | 1,486 | $209.0K | 0.05% | +30+2.1% | Added |
| Oppenheimer & Co Inc | 1,506 | $211.0K | 0.00% | −1,467−49.3% | Reduced |
| Panagora Asset Management Inc | 1,520 | $213.0K | 0.00% | −72−4.5% | Reduced |
| Vident Investment Advisory, LLC | 1,543 | $216.0K | 0.01% | +87+6.0% | Added |
| Evercore Wealth Management, LLC | 1,559 | $219.0K | 0.00% | −23−1.5% | Reduced |
| Seven Eight Capital, LP | 1,568 | $220.0K | 0.04% | −539−25.6% | Reduced |
| Fractal Investments LLC | 1,585 | $222.0K | 0.08% | +1,585 | New |
| Captrust Financial Advisors | 1,600 | $225.0K | 0.00% | −866−35.1% | Reduced |
| Moody Aldrich Partners LLC | 1,613 | $226.0K | 0.03% | −22−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 1,655 | $233.0K | 0.00% | −11,534−87.5% | Reduced |
| Cerity Partners LLC | 1,667 | $235.0K | 0.00% | +1,667 | New |
| Wendell David Associates Inc | 1,683 | $236.0K | 0.02% | +75+4.7% | Added |
| Coldstream Capital Management Inc | 1,742 | $245.0K | 0.01% | +1,742 | New |
| Coury Firm Asset Management LLC | 1,755 | $246.0K | 0.19% | +1,755 | New |
| Chicago Capital, LLC | 1,768 | $248.0K | 0.01% | −42−2.3% | Reduced |
| CIBC Asset Management Inc | 1,776 | $249.0K | 0.00% | +39+2.2% | Added |
| CWM Advisors, LLC | 1,775 | $249.0K | 0.03% | +410+30.0% | Added |
| Astrantus Ltd | 1,782 | $250.0K | 0.19% | +1,782 | New |
| Cadent Capital Advisors, LLC | 1,819 | $255.0K | 0.11% | −66−3.5% | Reduced |