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, Q4 2022
Institutional positions in WEX Inc. as of Dec 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
- 366
- +19 vs. Q3 2022
- Shares held
- 43.4M
- +923.7K (+2.2%) vs. Q3 2022
- Total value
- $7.10B
- +$1.71B (+31.6%) vs. Q3 2022
- New holders
- 58
- 119 more added
- Sold out
- 39
- 129 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $164 | 0.00% | +1 | New |
| Macroview Investment Management LLC | 2 | $327 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $491 | 0.00% | −8−72.7% | Reduced |
| Raffa Wealth Management, LLC | 3 | $491 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $818 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $818 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $982 | 0.00% | +3+100.0% | Added |
| Capital Advisors, Ltd. LLC | 43 | $1.00K | 0.00% | +42+4,200.0% | Added |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Huntington National Bank | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $1.47K | 0.00% | +1+12.5% | Added |
| Massmutual Trust Co FSB | 10 | $2.00K | 0.00% | −1−9.1% | Reduced |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 265 | $2.00K | 0.00% | +265 | New |
| Norway Savings Bank | 13 | $2.13K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 15 | $2.46K | 0.00% | +3+25.0% | Added |
| Cary Street Partner Investment Advisory LLC | 16 | $2.62K | 0.00% | +16 | New |
| My Personal CFO, LLC | 16 | $2.62K | 0.00% | +16 | New |
| Accurate Wealth Management, LLC | 18 | $3.09K | 0.00% | +18 | New |
| Aua Capital Management, LLC | 19 | $3.11K | 0.00% | +2+11.8% | Added |
| Concord Wealth Partners | 20 | $3.27K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 21 | $3.44K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $3.60K | 0.00% | 00.0% | Unchanged |
| Amundi | 22 | $3.87K | 0.00% | +22 | New |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $4.58K | 0.00% | −3−9.7% | Reduced |
| Parkside Financial Bank & Trust | 30 | $4.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $4.91K | 0.00% | +30 | New |
| Beacon Capital Management, LLC | 49 | $8.02K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $8.67K | 0.00% | +2+3.9% | Added |
| Okabena Investment Services Inc | 56 | $9.16K | 0.01% | −379−87.1% | Reduced |
| Albion Financial Group | 60 | $9.82K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 100 | $13.0K | 0.00% | +39+63.9% | Added |
| Boyd Watterson Asset Management LLC | 88 | $14.4K | 0.01% | +88 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $16.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 107 | $17.5K | 0.00% | −20−15.7% | Reduced |
| Parallel Advisors, LLC | 110 | $18.0K | 0.00% | +11+11.1% | Added |
| Vigilant Capital Management, LLC | 123 | $20.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 123 | $20.1K | 0.00% | −49−28.5% | Reduced |
| AdvisorNet Financial, Inc | 130 | $21.3K | 0.00% | −2−1.5% | Reduced |
| Spire Wealth Management | 142 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 145 | $23.7K | 0.00% | +19+15.1% | Added |
| Global Retirement Partners, LLC | 151 | $24.7K | 0.00% | +2+1.3% | Added |
| FinTrust Capital Advisors, LLC | 154 | $25.2K | 0.01% | +154 | New |
| National Bank of Canada | 160 | $26.2K | 0.00% | +160 | New |
| Lindbrook Capital, LLC | 167 | $27.3K | 0.00% | +77+85.6% | Added |
| Nomura Asset Management Co Ltd | 170 | $27.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $28.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $29.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 180 | $29.5K | 0.01% | +180 | New |
| First Horizon Advisors, Inc. | 211 | $34.5K | 0.00% | −38−15.3% | Reduced |
| Dougherty Wealth Advisers LLC | 214 | $35.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 223 | $36.5K | 0.00% | +92+70.2% | Added |
| Y.D. More Investments Ltd | 895 | $41.4K | 0.01% | +895 | New |
| Fifth Third Bancorp | 257 | $42.1K | 0.00% | +48+23.0% | Added |
| Creative Financial Designs Inc | 263 | $43.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 266 | $43.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 281 | $46.0K | 0.00% | +16+6.0% | Added |
| Cribstone Capital Management, LLC | 300 | $49.1K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 300 | $49.1K | 0.00% | −571−65.6% | Reduced |
| Covestor Ltd | 303 | $50.0K | 0.04% | −1−0.3% | Reduced |
| Proequities, Inc. | 309 | $50.6K | 0.00% | −244−44.1% | Reduced |
| Ellevest, Inc. | 330 | $54.0K | 0.00% | +7+2.2% | Added |
| Central Trust Co | 347 | $56.8K | 0.00% | +262+308.2% | Added |
| Bangor Savings Bank | 380 | $62.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 379 | $62.0K | 0.01% | +379 | New |
| Leonteq Securities AG | 406 | $66.4K | 0.00% | −76−15.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 450 | $73.6K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 451 | $73.8K | 0.02% | +451 | New |
| Advisory Services Network, LLC | 452 | $74.0K | 0.00% | +452 | New |
| Paradigm Asset Management Co LLC | 480 | $78.6K | 0.02% | −6,900−93.5% | Reduced |
| Column Capital Advisors, LLC | 523 | $85.6K | 0.01% | 00.0% | Unchanged |
| Ossiam | 535 | $87.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 560 | $92.0K | 0.00% | +560 | New |
| IFP Advisors, Inc | 411 | $97.0K | 0.00% | +56+15.8% | Added |
| Atlantic Trust, LLC | 700 | $115.0K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 796 | $129.0K | 0.00% | −88−10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 826 | $135.0K | 0.01% | −10,536−92.7% | Reduced |
| Lazard Asset Management LLC | 966 | $158.0K | 0.00% | +439+83.3% | Added |
| Truvestments Capital LLC | 1,043 | $170.7K | 0.10% | +1,043 | New |
| CenterStar Asset Management, LLC | – | $198.0K | 0.37% | – | New |
| Oppenheimer Asset Management Inc. | 1,245 | $203.7K | 0.00% | +1,245 | New |
| Ethic Inc. | 1,256 | $205.5K | 0.01% | +1,256 | New |
| Pearl River Capital, LLC | 1,275 | $208.7K | 0.04% | +1,275 | New |
| Bridgefront Capital, LLC | 1,276 | $208.8K | 0.15% | +1,276 | New |
| Two Sigma Securities, LLC | 1,311 | $214.5K | 0.03% | −1,791−57.7% | Reduced |
| Teza Capital Management LLC | 1,316 | $215.4K | 0.04% | −416−24.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,326 | $217.0K | 0.06% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,330 | $217.7K | 0.02% | +1,330 | New |
| Alterna Wealth Management, Inc | 1,383 | $226.3K | 0.25% | +1,383 | New |
| SageView Advisory Group, LLC | 1,398 | $228.8K | 0.02% | +1,398 | New |
| C M Bidwell & Associates Ltd | 1,507 | $246.6K | 0.19% | −54−3.5% | Reduced |
| Panagora Asset Management Inc | 1,520 | $248.7K | 0.00% | +1,520 | New |
| Mercer Global Advisors Inc | 1,557 | $251.0K | 0.00% | +1,557 | New |