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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 523 | $93.0K | 0.02% | −183−25.9% | Reduced |
| Leonteq Securities AG | 503 | $89.8K | 0.00% | +99+24.5% | Added |
| Proequities, Inc. | 470 | $84.0K | 0.01% | −50−9.6% | Reduced |
| American Portfolios Advisors | 390 | $69.6K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 388 | $69.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 373 | $67.0K | 0.00% | +24+6.9% | Added |
| Ellevest, Inc. | 350 | $62.0K | 0.01% | −131−27.2% | Reduced |
| Cribstone Capital Management, LLC | 300 | $54.0K | 0.03% | −5−1.6% | Reduced |
| CVA Family Office, LLC | 280 | $50.0K | 0.01% | +55+24.4% | Added |
| Charter Oak Capital Management, LLC | 268 | $48.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 263 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 265 | $47.0K | 0.00% | +38+16.7% | Added |
| Northwestern Mutual Wealth Management Co | 250 | $45.0K | 0.00% | −1−0.4% | Reduced |
| Lazard Asset Management LLC | 251 | $44.0K | 0.00% | +251 | New |
| First Bank & Trust | 240 | $43.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 232 | $41.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $38.0K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 195 | $35.0K | 0.00% | +195 | New |
| Solstein Capital, LLC | 179 | $32.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $31.0K | 0.01% | +171 | New |
| Nomura Asset Management Co Ltd | 170 | $30.3K | 0.00% | +170 | New |
| CWM, LLC | 162 | $29.0K | 0.00% | +119+276.7% | Added |
| Vigilant Capital Management, LLC | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 128 | $23.0K | 0.00% | +3+2.4% | Added |
| Quent Capital, LLC | 126 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 121 | $22.0K | 0.00% | +121 | 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 |
| Benjamin F. Edwards & Company, Inc. | 100 | $18.0K | 0.00% | +100 | New |
| Creative Planning | 94 | $17.0K | 0.00% | −2,616−96.5% | Reduced |
| Riverview Trust Co | 94 | $17.0K | 0.01% | +94 | New |
| Lindbrook Capital, LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $15.0K | 0.00% | +85 | New |
| Steward Partners Investment Advisory, LLC | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 77 | $14.0K | 0.02% | +77 | New |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $11.0K | 0.00% | – | – |
| Fieldpoint Private Securities, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $10.0K | 0.01% | +25+78.1% | Added |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 22 | $3.93K | 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 |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 5 | $892 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $535 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HG Vora Capital Management, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −77,800−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −45,564−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −32,082−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −30,952−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,964−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,403−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −10,890−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,503−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,138−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −9,411−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −9,053−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,416−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,263−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −5,965−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,073−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −252−100.0% | Sold out |