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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.

Q4 2022 vs. Q3 2022

How the institutions holding WEX Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WEX: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders3547366+19
Shares44.1M1.68M43.4M+923.7K (+2.2%)
Value$5.61B$212.6M$7.10B+$1.71B (+31.6%)

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held WEX Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WEX in Q4 2022
InstitutionSharesValue% of portfolio
Westfield Capital Management Co LP56,061$9.17M0.07%
Oversea-Chinese Banking CORP Ltd26,992$4.42M0.26%
Creative Planning17,611$2.88M0.00%
Fisher Asset Management, LLC14,532$2.38M0.00%
Verdence Capital Advisors LLC12,053$1.97M0.24%
CI Private Wealth, LLC11,000$1.80M0.01%
Mackenzie Financial Corp9,984$1.63M0.00%
Donoghue Forlines LLC7,934$1.30M0.46%
Centiva Capital, LP6,466$1.06M0.09%
J. Goldman & Co LP6,239$1.02M0.07%
Edgestream Partners, L.P.5,779$945.7K0.11%
Two Sigma Investments, LP5,400$883.7K0.00%
Seelaus Asset Management LLC4,290$702.0K0.53%
Axxcess Wealth Management, LLC4,283$700.9K0.06%
Maryland State Retirement & Pension System3,367$551.0K0.02%
Quadrature Capital Ltd3,307$541.1K0.02%
Jefferies Financial Group Inc.2,905$475.4K0.01%
SYSTM Wealth Solutions LLC2,655$434.5K0.05%
Guggenheim Capital LLC2,494$408.1K0.00%
CenterBook Partners LP2,160$353.5K0.06%
HRT Financial LP2,106$344.0K0.00%
Bayesian Capital Management, LP2,030$332.2K0.05%
Skandinaviska Enskilda Banken AB (publ)1,800$295.0K0.00%
Coldstream Capital Management Inc1,728$282.8K0.01%
Cerity Partners LLC1,633$267.2K0.00%
Biltmore Family Office, LLC1,571$257.1K0.05%
Evercore Wealth Management, LLC1,550$253.7K0.01%
Mercer Global Advisors Inc1,557$251.0K0.00%
Panagora Asset Management Inc1,520$248.7K0.00%
SageView Advisory Group, LLC1,398$228.8K0.02%
Alterna Wealth Management, Inc1,383$226.3K0.25%
Spears Abacus Advisors LLC1,330$217.7K0.02%
Bridgefront Capital, LLC1,276$208.8K0.15%
Pearl River Capital, LLC1,275$208.7K0.04%
Ethic Inc.1,256$205.5K0.01%
Oppenheimer Asset Management Inc.1,245$203.7K0.00%
CenterStar Asset Management, LLC–$198.0K0.37%
Truvestments Capital LLC1,043$170.7K0.10%
BI Asset Management Fondsmaeglerselskab A/S560$92.0K0.00%
Advisory Services Network, LLC452$74.0K0.00%
One Wealth Advisors, LLC451$73.8K0.02%
ICA Group Wealth Management, LLC379$62.0K0.01%
Y.D. More Investments Ltd895$41.4K0.01%
Farther Finance Advisors, LLC180$29.5K0.01%
National Bank of Canada160$26.2K0.00%
FinTrust Capital Advisors, LLC154$25.2K0.01%
Boyd Watterson Asset Management LLC88$14.4K0.01%
Colonial Trust Advisors30$4.91K0.00%
Amundi22$3.87K0.00%
Concord Wealth Partners20$3.27K0.00%
Accurate Wealth Management, LLC18$3.09K0.00%
Cary Street Partner Investment Advisory LLC16$2.62K0.00%
My Personal CFO, LLC16$2.62K0.00%
Norway Savings Bank13$2.13K0.00%
GWM Advisors LLC265$2.00K0.00%
Centerpoint Advisors, LLC7$1.00K0.00%
Allworth Financial LP1$1640.00%
Steward Financial Group LLC3$00.00%

Sold out (39)

Institutions that held WEX Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WEX in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Lord, Abbett & Co. LLC97,119$12.3M
Twinbeech Capital LP73,165$9.29M
Marshall Wace, LLP54,492$6.92M
Hawk Ridge Capital Management LP41,300$5.24M
Bank of Nova Scotia35,971$4.57M
Jane Street Group, LLC32,416$4.12M
Magnetar Financial LLC29,337$3.72M
Graham Capital Management, L.P.27,820$3.53M
ExodusPoint Capital Management, LP21,917$2.78M
Engineers Gate Manager LP15,121$1.92M
Echo Street Capital Management LLC12,905$1.64M
Aquatic Capital Management LLC12,300$1.56M
Prospera Financial Services Inc9,699$1.23M
Natixis9,000$1.14M
Jump Financial, LLC7,008$889.0K
Connor, Clark & Lunn Investment Management Ltd.6,245$793.0K
PDT Partners, LLC4,890$621.0K
Gsa Capital Partners LLP4,520$574.0K
AlphaCrest Capital Management LLC4,016$510.0K
Sompo Asset Management Co., Ltd.3,640$462.0K
Verition Fund Management LLC3,012$382.0K
Point72 Hong Kong Ltd2,985$379.0K
Snowden Capital Advisors LLC2,454$311.0K
Prana Capital Management, LP2,396$304.0K
Virtu Financial LLC2,366$300.0K
Ergoteles LLC2,313$294.0K
Mirabella Financial Services LLP2,074$271.0K
Boothbay Fund Management, LLC1,977$251.0K
Convergence Investment Partners, LLC1,963$249.0K
CIBC Asset Management Inc1,655$210.0K
Ieq Capital, LLC1,628$207.0K
Quantamental Technologies LLC1,581$201.0K
Counterpoint Mutual Funds LLC864$110.0K
Itau Unibanco Holding S.A.715$91.0K
CVA Family Office, LLC250$32.0K
Altshuler Shaham Ltd181$24.0K
Brown Brothers Harriman & Co93$12.0K
Crewe Advisors LLC66$8.00K
MUFG Americas Holdings Corp24$3.00K

Not filed for Q4 2022 yet (7)

Institutions that held WEX Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Atlanta Capital Management Co L L C1,644,877$208.8M
AGF Investments LLC10,626$1.35M
Eaton Vance Management9,670$1.23M
Bowling Portfolio Management LLC8,985$1.14M
American Portfolios Advisors350$44.4K
Wipfli Financial Advisors LLC,340$43.0K
FourThought Financial, LLC168$21.0K