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 2022
Institutional positions in WEX Inc. as of Jun 30, 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
- 356
- −3 vs. Q1 2022
- Shares held
- 44.0M
- +136.0K (+0.3%) vs. Q1 2022
- Total value
- $6.85B
- −$974.9M (−12.5%) vs. Q1 2022
- New holders
- 41
- 115 more added
- Sold out
- 44
- 122 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| BDO Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Schubert & Co | 7 | $1.00K | 0.00% | +7 | 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 | 14 | $2.00K | 0.00% | +2+16.7% | Added |
| Disciplined Investments, LLC | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Fieldpoint Private Securities, LLC | 22 | $3.00K | 0.00% | −35−61.4% | Reduced |
| Concord Wealth Partners | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 22 | $3.42K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 27 | $4.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $4.00K | 0.00% | +27 | New |
| Huntington National Bank | 34 | $5.00K | 0.00% | −78−69.6% | Reduced |
| Parkside Financial Bank & Trust | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 43 | $7.00K | 0.00% | +43 | New |
| Glassman Wealth Services | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $9.00K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $10.0K | 0.00% | +59+983.3% | Added |
| CX Institutional | 67 | $11.0K | 0.00% | +67 | New |
| Steward Partners Investment Advisory, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 94 | $15.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 113 | $18.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 131 | $20.0K | 0.00% | −8−5.8% | Reduced |
| Quadrant Capital Group LLC | 128 | $20.0K | 0.00% | −15−10.5% | Reduced |
| Quent Capital, LLC | 126 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 133 | $21.0K | 0.00% | −29−17.9% | Reduced |
| AdvisorNet Financial, Inc | 143 | $22.0K | 0.00% | +15+11.7% | Added |
| Vigilant Capital Management, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 145 | $23.0K | 0.00% | +3+2.1% | Added |
| Altshuler Shaham Ltd | 170 | $26.0K | 0.00% | +170 | New |
| Nomura Asset Management Co Ltd | 170 | $26.4K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 172 | $27.0K | 0.00% | −23−11.8% | Reduced |
| Core Alternative Capital | 171 | $27.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $28.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $33.0K | 0.06% | 00.0% | Unchanged |
| FourThought Financial, LLC | 232 | $36.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 240 | $37.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 250 | $39.0K | 0.01% | −30−10.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 250 | $39.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 255 | $40.0K | 0.00% | −10−3.8% | Reduced |
| Creative Financial Designs Inc | 263 | $41.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 268 | $42.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $47.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 348 | $54.0K | 0.01% | −2−0.6% | Reduced |
| MUFG Americas Holdings Corp | 373 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $59.0K | 0.01% | +380 | New |
| American Portfolios Advisors | 390 | $60.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 413 | $64.0K | 0.01% | −57−12.1% | Reduced |
| Okabena Investment Services Inc | 435 | $68.0K | 0.03% | +47+12.1% | Added |
| Carmichael Hill & Associates, Inc. | 450 | $70.0K | 0.04% | −300−40.0% | Reduced |
| Leonteq Securities AG | 500 | $77.8K | 0.00% | −3−0.6% | Reduced |
| Column Capital Advisors, LLC | 523 | $81.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 348 | $88.0K | 0.00% | −500−59.0% | Reduced |
| First Horizon Advisors, Inc. | 576 | $89.0K | 0.00% | −124−17.7% | Reduced |
| DekaBank Deutsche Girozentrale | 700 | $108.0K | 0.00% | +700 | New |
| Clearstead Advisors, LLC | 700 | $109.0K | 0.01% | −2,749−79.7% | Reduced |
| Aquatic Capital Management LLC | 800 | $124.0K | 0.04% | +800 | New |
| Wakefield Asset Management LLLP | 824 | $128.0K | 0.05% | +824 | New |
| Lazard Asset Management LLC | 964 | $149.0K | 0.00% | +713+284.1% | Added |
| Meeder Asset Management Inc | 1,043 | $163.0K | 0.01% | +922+762.0% | Added |
| Toroso Investments, LLC | 1,291 | $201.0K | 0.01% | +1,291 | New |
| Ethic Inc. | 1,325 | $206.0K | 0.01% | −58−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,326 | $206.0K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,354 | $211.0K | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,362 | $212.0K | 0.05% | +1,362 | New |
| Keybank National Association | 1,401 | $218.0K | 0.00% | −635−31.2% | Reduced |
| Stifel Financial Corp | 1,401 | $218.0K | 0.00% | +1,401 | New |
| NorthCrest Asset Manangement, LLC | 1,399 | $218.0K | 0.01% | +1,399 | New |
| Raymond James Financial Services Advisors, Inc. | 1,411 | $219.0K | 0.00% | +1,411 | New |
| XTX Topco Ltd | 1,407 | $219.0K | 0.09% | +1,407 | New |
| Mercer Global Advisors Inc | 1,440 | $224.0K | 0.00% | +1,440 | New |
| Captrust Financial Advisors | 1,446 | $225.0K | 0.00% | −488−25.2% | Reduced |
| Chicago Trust Co NA | 1,455 | $226.0K | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 1,459 | $227.0K | 0.00% | +1,459 | New |
| Oppenheimer Asset Management Inc. | 1,472 | $229.0K | 0.00% | −18−1.2% | Reduced |
| Panagora Asset Management Inc | 1,520 | $236.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,516 | $236.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,551 | $241.0K | 0.02% | −1,263−44.9% | Reduced |
| C M Bidwell & Associates Ltd | 1,560 | $243.0K | 0.19% | −195−11.1% | Reduced |
| CIBC Asset Management Inc | 1,655 | $257.0K | 0.00% | −121−6.8% | Reduced |
| CWM Advisors, LLC | 1,650 | $257.0K | 0.03% | +3+0.2% | Added |
| Truist Financial Corp | 1,694 | $263.0K | 0.00% | +538+46.5% | Added |
| Fox Run Management, L.L.C. | 1,701 | $265.0K | 0.13% | −2,573−60.2% | Reduced |
| Chicago Capital, LLC | 1,728 | $269.0K | 0.01% | −40−2.3% | Reduced |