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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 255 | $40.0K | 0.00% | −10−3.8% | Reduced |
| 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 |
| First Bank & Trust | 240 | $37.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 232 | $36.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $33.0K | 0.06% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $28.0K | 0.02% | 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 |
| Nomura Asset Management Co Ltd | 170 | $26.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 170 | $26.0K | 0.00% | +170 | New |
| Vigilant Capital Management, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 145 | $23.0K | 0.00% | +3+2.1% | Added |
| AdvisorNet Financial, Inc | 143 | $22.0K | 0.00% | +15+11.7% | Added |
| CWM, LLC | 133 | $21.0K | 0.00% | −29−17.9% | Reduced |
| 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 |
| Parallel Advisors, LLC | 113 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 94 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 67 | $11.0K | 0.00% | +67 | New |
| Smithfield Trust Co | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $10.0K | 0.00% | +59+983.3% | Added |
| 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 |
| Glassman Wealth Services | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 43 | $7.00K | 0.00% | +43 | 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 22 | $3.42K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| 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 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −179,331−100.0% | Sold out |
| Bayberry Capital Partners LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −41,429−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −37,311−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −32,457−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −27,716−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,989−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −20,540−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,298−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,530−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,049−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −7,787−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −6,801−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,654−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −5,038−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,722−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |