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, Q1 2022
Institutional positions in WEX Inc. as of Mar 31, 2022. 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
- 368
- +25 vs. Q4 2021
- Shares held
- 44.3M
- +295.9K (+0.7%) vs. Q4 2021
- Total value
- $7.90B
- +$1.73B (+28.0%) vs. Q4 2021
- New holders
- 67
- 125 more added
- Sold out
- 42
- 114 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $535 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $892 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $1.00K | 0.00% | −15−75.0% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | +4 | New |
| Providence Capital Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Umb Bank N A | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 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 |
| Dixon Hughes Goodman Wealth Advisors LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 17 | $3.00K | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 22 | $3.93K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 23 | $4.00K | 0.00% | +23 | New |
| Sageworth Trust Co of South Dakota | 27 | $5.00K | 0.01% | −136−83.4% | Reduced |
| Earnest Partners LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 49 | $9.00K | 0.00% | +9+22.5% | Added |
| Beacon Capital Management, LLC | 49 | $9.00K | 0.00% | +49 | New |
| Fieldpoint Private Securities, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $10.0K | 0.01% | +25+78.1% | Added |
| Albion Financial Group | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $11.0K | 0.00% | – | – |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 77 | $14.0K | 0.02% | +77 | New |
| Central Trust Co | 85 | $15.0K | 0.00% | +85 | New |
| Lindbrook Capital, LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 94 | $17.0K | 0.00% | −2,616−96.5% | Reduced |
| Riverview Trust Co | 94 | $17.0K | 0.01% | +94 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $18.0K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 113 | $20.0K | 0.00% | −1−0.9% | Reduced |
| Huntington National Bank | 112 | $20.0K | 0.00% | +4+3.7% | Added |
| Quent Capital, LLC | 126 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 121 | $22.0K | 0.00% | +121 | New |
| AdvisorNet Financial, Inc | 128 | $23.0K | 0.00% | +3+2.4% | Added |
| Signaturefd, LLC | 139 | $25.0K | 0.00% | −778−84.8% | Reduced |
| Spire Wealth Management | 142 | $25.0K | 0.00% | −222−61.0% | Reduced |
| Quadrant Capital Group LLC | 143 | $25.0K | 0.00% | +1+0.7% | Added |
| Vigilant Capital Management, LLC | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 162 | $29.0K | 0.00% | +119+276.7% | Added |
| Nomura Asset Management Co Ltd | 170 | $30.3K | 0.00% | +170 | New |
| Core Alternative Capital | 171 | $31.0K | 0.01% | +171 | New |
| Solstein Capital, LLC | 179 | $32.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 195 | $35.0K | 0.00% | +195 | New |
| Dougherty Wealth Advisers LLC | 214 | $38.0K | 0.06% | 00.0% | Unchanged |
| FourThought Financial, LLC | 232 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 240 | $43.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 251 | $44.0K | 0.00% | +251 | New |
| Northwestern Mutual Wealth Management Co | 250 | $45.0K | 0.00% | −1−0.4% | Reduced |
| Creative Financial Designs Inc | 263 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 265 | $47.0K | 0.00% | +38+16.7% | Added |
| Charter Oak Capital Management, LLC | 268 | $48.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 280 | $50.0K | 0.01% | +55+24.4% | Added |
| Cribstone Capital Management, LLC | 300 | $54.0K | 0.03% | −5−1.6% | Reduced |
| Ellevest, Inc. | 350 | $62.0K | 0.01% | −131−27.2% | Reduced |
| MUFG Americas Holdings Corp | 373 | $67.0K | 0.00% | +24+6.9% | Added |
| Okabena Investment Services Inc | 388 | $69.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 390 | $69.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 470 | $84.0K | 0.01% | −50−9.6% | Reduced |
| Leonteq Securities AG | 503 | $89.8K | 0.00% | +99+24.5% | Added |
| Column Capital Advisors, LLC | 523 | $93.0K | 0.02% | −183−25.9% | Reduced |
| First Horizon Advisors, Inc. | 700 | $125.0K | 0.01% | −127−15.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 750 | $134.0K | 0.07% | +50+7.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 950 | $170.0K | 0.00% | +500+111.1% | Added |
| AdvisorShares Investments LLC | 1,038 | $185.0K | 0.03% | +1,038 | New |
| IFP Advisors, Inc | 848 | $194.0K | 0.00% | +391+85.6% | Added |
| Wendell David Associates Inc | 1,147 | $205.0K | 0.02% | −536−31.8% | Reduced |
| Truist Financial Corp | 1,156 | $206.0K | 0.00% | +1,156 | New |
| Edgestream Partners, L.P. | 1,157 | $206.0K | 0.02% | +1,157 | New |
| Ieq Capital, LLC | 1,152 | $206.0K | 0.00% | +1,152 | New |
| Veriti Management LLC | 1,164 | $208.0K | 0.03% | +1,164 | New |
| NorthRock Partners, LLC | 1,169 | $209.0K | 0.02% | +1,169 | New |
| Harvest Fund Management Co., Ltd | 1,326 | $236.0K | 0.05% | +1,325+132,500.0% | Added |
| Transcend Wealth Collective, LLC | 1,354 | $242.0K | 0.02% | +1,354 | New |
| Ethic Inc. | 1,383 | $247.0K | 0.02% | −70−4.8% | Reduced |
| Raymond James Trust N.A. | 1,440 | $256.0K | 0.01% | −758−34.5% | Reduced |
| Cornerstone Investment Partners, LLC | 1,445 | $258.0K | 0.01% | −11−0.8% | Reduced |
| Chicago Trust Co NA | 1,455 | $260.0K | 0.06% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,490 | $266.0K | 0.00% | −165−10.0% | Reduced |
| Evercore Wealth Management, LLC | 1,516 | $270.0K | 0.00% | −43−2.8% | Reduced |
| Panagora Asset Management Inc | 1,520 | $271.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 1,513 | $271.0K | 0.00% | +1,513 | New |
| Graham Capital Management, L.P. | 1,528 | $272.0K | 0.01% | −1,403−47.9% | Reduced |
| Boit C F David | 1,440 | $272.0K | 0.18% | −500−25.8% | Reduced |
| Fractal Investments LLC | 1,581 | $282.0K | 0.08% | −4−0.3% | Reduced |
| Russell Investments Group, Ltd. | 1,631 | $289.0K | 0.00% | −991−37.8% | Reduced |
| CWM Advisors, LLC | 1,647 | $294.0K | 0.03% | −128−7.2% | Reduced |
| Tortoise Index Solutions, LLC | 1,682 | $300.0K | 0.05% | +196+13.2% | Added |
| C M Bidwell & Associates Ltd | 1,755 | $313.0K | 0.21% | +1,755 | New |
| Chicago Capital, LLC | 1,768 | $315.0K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,766 | $315.0K | 0.01% | +223+14.5% | Added |
| CIBC Asset Management Inc | 1,776 | $317.0K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,819 | $325.0K | 0.15% | 00.0% | Unchanged |