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, Q3 2022
Institutional positions in WEX Inc. as of Sep 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
- 354
- 0 vs. Q2 2022
- Shares held
- 44.1M
- +108.4K (+0.2%) vs. Q2 2022
- Total value
- $5.61B
- −$1.24B (−18.1%) vs. Q2 2022
- New holders
- 48
- 112 more added
- Sold out
- 48
- 134 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $381 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $1.00K | 0.00% | −25−73.5% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | +7+175.0% | Added |
| BDO Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Rosenberg Matthew Hamilton | 5 | $1.00K | 0.00% | +5 | New |
| Aua Capital Management, LLC | 17 | $2.00K | 0.00% | +3+21.4% | Added |
| JFS Wealth Advisors, LLC | 12 | $2.00K | 0.00% | +4+50.0% | Added |
| Sutton Wealth Advisors Inc. | 22 | $2.79K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 24 | $3.00K | 0.00% | −349−93.6% | Reduced |
| Earnest Partners LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $3.00K | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 30 | $4.00K | 0.00% | +2+7.1% | Added |
| Bell Investment Advisors, Inc | 31 | $4.00K | 0.00% | +4+14.8% | Added |
| Glassman Wealth Services | 51 | $6.00K | 0.00% | +2+4.1% | Added |
| Albion Financial Group | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $8.00K | 0.00% | +23+53.5% | Added |
| Meeder Asset Management Inc | 74 | $9.00K | 0.00% | −969−92.9% | Reduced |
| Smithfield Trust Co | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $9.00K | 0.00% | +57+1,425.0% | Added |
| Lindbrook Capital, LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 93 | $12.0K | 0.00% | +93 | New |
| Parallel Advisors, LLC | 99 | $13.0K | 0.00% | −14−12.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $13.0K | 0.00% | +23+28.7% | Added |
| Vigilant Capital Management, LLC | 123 | $16.0K | 0.00% | −27−18.0% | Reduced |
| Quadrant Capital Group LLC | 127 | $16.0K | 0.00% | −1−0.8% | Reduced |
| Quent Capital, LLC | 126 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 132 | $17.0K | 0.00% | −11−7.7% | Reduced |
| Signaturefd, LLC | 131 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 142 | $18.0K | 0.00% | −3−2.1% | Reduced |
| FourThought Financial, LLC | 168 | $21.0K | 0.00% | −64−27.6% | Reduced |
| Nomura Asset Management Co Ltd | 170 | $21.6K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 172 | $22.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $22.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $23.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 181 | $24.0K | 0.00% | +11+6.5% | Added |
| Global Retirement Partners, LLC | 149 | $24.0K | 0.00% | +84+129.2% | Added |
| Fifth Third Bancorp | 209 | $27.0K | 0.00% | −46−18.0% | Reduced |
| Dougherty Wealth Advisers LLC | 214 | $27.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 249 | $32.0K | 0.00% | −327−56.8% | Reduced |
| CVA Family Office, LLC | 250 | $32.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 263 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 265 | $34.0K | 0.00% | +132+99.2% | Added |
| Fred Alger Management, LLC | 266 | $34.0K | 0.00% | +266 | New |
| Cribstone Capital Management, LLC | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 304 | $39.0K | 0.03% | +247+433.3% | Added |
| Ellevest, Inc. | 323 | $41.0K | 0.00% | −25−7.2% | Reduced |
| Wipfli Financial Advisors LLC, | 340 | $43.0K | 0.00% | +340 | New |
| American Portfolios Advisors | 350 | $44.4K | 0.00% | −40−10.3% | Reduced |
| Bangor Savings Bank | 380 | $48.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 435 | $55.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 450 | $57.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 482 | $61.2K | 0.00% | −18−3.6% | Reduced |
| Lazard Asset Management LLC | 527 | $66.0K | 0.00% | −437−45.3% | Reduced |
| Column Capital Advisors, LLC | 523 | $66.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 535 | $68.0K | 0.00% | +535 | New |
| Proequities, Inc. | 553 | $70.0K | 0.01% | +140+33.9% | Added |
| Atlantic Trust, LLC | 700 | $89.0K | 0.03% | +700 | New |
| IFP Advisors, Inc | 355 | $90.0K | 0.00% | +7+2.0% | Added |
| Itau Unibanco Holding S.A. | 715 | $91.0K | 0.00% | +715 | New |
| Counterpoint Mutual Funds LLC | 864 | $110.0K | 0.27% | +864 | New |
| Northwestern Mutual Wealth Management Co | 871 | $111.0K | 0.00% | +621+248.4% | Added |
| DekaBank Deutsche Girozentrale | 884 | $115.0K | 0.00% | +184+26.3% | Added |
| Harvest Fund Management Co., Ltd | 1,326 | $169.0K | 0.05% | 00.0% | Unchanged |
| Boit C F David | 1,540 | $195.0K | 0.16% | +1,540 | New |
| C M Bidwell & Associates Ltd | 1,561 | $198.0K | 0.16% | +1+0.1% | Added |
| Quantamental Technologies LLC | 1,581 | $201.0K | 0.08% | +1,581 | New |
| Ieq Capital, LLC | 1,628 | $207.0K | 0.01% | +1,628 | New |
| CIBC Asset Management Inc | 1,655 | $210.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 1,684 | $212.0K | 0.00% | −167−9.0% | Reduced |
| Profund Advisors LLC | 1,682 | $214.0K | 0.02% | −178−9.6% | Reduced |
| Chicago Capital, LLC | 1,728 | $219.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,729 | $219.0K | 0.00% | +318+22.5% | Added |
| D. E. Shaw & Co., Inc. | 1,737 | $220.0K | 0.00% | +1,737 | New |
| Teza Capital Management LLC | 1,732 | $220.0K | 0.05% | +1,732 | New |
| Watershed Asset Management, L.L.C. | 1,774 | $225.0K | 0.29% | +1,774 | New |
| Pacer Advisors, Inc. | 1,782 | $226.0K | 0.00% | +1,782 | New |
| Apollon Wealth Management, LLC | 1,798 | $228.0K | 0.02% | +247+15.9% | Added |
| BNP Paribas Arbitrage, SA | 1,798 | $228.2K | 0.00% | −3,144−63.6% | Reduced |
| Cadent Capital Advisors, LLC | 1,819 | $231.0K | 0.14% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,850 | $235.0K | 0.35% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,877 | $238.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,909 | $242.0K | 0.03% | +259+15.7% | Added |
| Woodmont Investment Counsel LLC | 1,925 | $244.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 1,942 | $247.0K | 0.00% | +248+14.6% | Added |
| Convergence Investment Partners, LLC | 1,963 | $249.0K | 0.16% | −291−12.9% | Reduced |
| Belpointe Asset Management LLC | 1,958 | $249.0K | 0.02% | −292−13.0% | Reduced |
| Toroso Investments, LLC | 1,960 | $249.0K | 0.01% | +669+51.8% | Added |
| Boothbay Fund Management, LLC | 1,977 | $251.0K | 0.01% | +1,977 | New |