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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 300 | $49.1K | 0.00% | −571−65.6% | Reduced |
| Cribstone Capital Management, LLC | 300 | $49.1K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 281 | $46.0K | 0.00% | +16+6.0% | Added |
| Fred Alger Management, LLC | 266 | $43.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 263 | $43.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 257 | $42.1K | 0.00% | +48+23.0% | Added |
| Y.D. More Investments Ltd | 895 | $41.4K | 0.01% | +895 | New |
| Signaturefd, LLC | 223 | $36.5K | 0.00% | +92+70.2% | Added |
| Dougherty Wealth Advisers LLC | 214 | $35.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 211 | $34.5K | 0.00% | −38−15.3% | Reduced |
| Farther Finance Advisors, LLC | 180 | $29.5K | 0.01% | +180 | New |
| Solstein Capital, LLC | 179 | $29.3K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $28.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $27.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $27.3K | 0.00% | +77+85.6% | Added |
| National Bank of Canada | 160 | $26.2K | 0.00% | +160 | New |
| FinTrust Capital Advisors, LLC | 154 | $25.2K | 0.01% | +154 | New |
| Global Retirement Partners, LLC | 151 | $24.7K | 0.00% | +2+1.3% | Added |
| Quent Capital, LLC | 145 | $23.7K | 0.00% | +19+15.1% | Added |
| Spire Wealth Management | 142 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 130 | $21.3K | 0.00% | −2−1.5% | Reduced |
| Money Concepts Capital Corp | 123 | $20.1K | 0.00% | −49−28.5% | Reduced |
| Vigilant Capital Management, LLC | 123 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $18.0K | 0.00% | +11+11.1% | Added |
| Quadrant Capital Group LLC | 107 | $17.5K | 0.00% | −20−15.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 103 | $16.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 88 | $14.4K | 0.01% | +88 | New |
| Ronald Blue Trust, Inc. | 100 | $13.0K | 0.00% | +39+63.9% | Added |
| Smithfield Trust Co | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 60 | $9.82K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 56 | $9.16K | 0.01% | −379−87.1% | Reduced |
| Glassman Wealth Services | 53 | $8.67K | 0.00% | +2+3.9% | Added |
| Beacon Capital Management, LLC | 49 | $8.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $4.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $4.91K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 28 | $4.58K | 0.00% | −3−9.7% | Reduced |
| Earnest Partners LLC | 26 | $4.25K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 22 | $3.87K | 0.00% | +22 | New |
| Sutton Wealth Advisors Inc. | 22 | $3.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $3.44K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $3.27K | 0.00% | +20 | New |
| Aua Capital Management, LLC | 19 | $3.11K | 0.00% | +2+11.8% | Added |
| Accurate Wealth Management, LLC | 18 | $3.09K | 0.00% | +18 | New |
| Cary Street Partner Investment Advisory LLC | 16 | $2.62K | 0.00% | +16 | New |
| My Personal CFO, LLC | 16 | $2.62K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 15 | $2.46K | 0.00% | +3+25.0% | Added |
| Norway Savings Bank | 13 | $2.13K | 0.00% | +13 | New |
| GWM Advisors LLC | 265 | $2.00K | 0.00% | +265 | New |
| 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 |
| Schubert & Co | 9 | $1.47K | 0.00% | +1+12.5% | Added |
| Huntington National Bank | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $1.00K | 0.00% | +42+4,200.0% | Added |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $982 | 0.00% | +3+100.0% | Added |
| BDO Wealth Advisors, LLC | 5 | $818 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $818 | 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 |
| Macroview Investment Management LLC | 2 | $327 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $164 | 0.00% | +1 | New |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −97,119−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −73,165−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −54,492−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −35,971−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −32,416−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −29,337−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −27,820−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,917−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,121−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −12,905−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −9,699−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,008−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,245−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,890−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,963−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −715−100.0% | Sold out |