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, Q1 2023
Institutional positions in WEX Inc. as of Mar 31, 2023. 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
- 405
- +42 vs. Q4 2022
- Shares held
- 42.8M
- −520.6K (−1.2%) vs. Q4 2022
- Total value
- $7.88B
- +$780.6M (+11.0%) vs. Q4 2022
- New holders
- 66
- 148 more added
- Sold out
- 24
- 132 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $368 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $368 | 0.00% | +1+100.0% | Added |
| Hexagon Capital Partners LLC | 2 | $368 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $552 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $919 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $919 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $919 | 0.00% | +5 | New |
| BDO Wealth Advisors, LLC | 5 | $920 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −38−88.4% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.29K | 0.00% | +1+16.7% | Added |
| Ameritas Advisory Services, LLC | 8 | $1.46K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $2.39K | 0.00% | −250−95.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 14 | $2.57K | 0.00% | +14 | New |
| Disciplined Investments, LLC | 15 | $2.76K | 0.00% | +12+400.0% | Added |
| Schubert & Co | 15 | $2.76K | 0.00% | +6+66.7% | Added |
| BerganKDV Wealth Management, LLC | 15 | $2.76K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 16 | $2.94K | 0.00% | −6−27.3% | Reduced |
| Steward Financial Group LLC | 19 | $3.00K | 0.00% | +16+533.3% | Added |
| JFS Wealth Advisors, LLC | 18 | $3.31K | 0.00% | +3+20.0% | Added |
| Farmers & Merchants Investments Inc | 21 | $3.86K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $3.93K | 0.00% | +13+144.4% | Added |
| Quarry LP | 24 | $4.41K | 0.00% | +24 | New |
| Earnest Partners LLC | 26 | $4.78K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $5.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $5.52K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 31 | $5.70K | 0.00% | +15+93.8% | Added |
| Glassman Wealth Services | 44 | $8.09K | 0.00% | −9−17.0% | Reduced |
| Concord Wealth Partners | 44 | $8.09K | 0.00% | +24+120.0% | Added |
| Beacon Capital Management, LLC | 49 | $9.01K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 56 | $10.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 64 | $11.5K | 0.00% | +64 | New |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 66 | $12.1K | 0.00% | +66 | New |
| Boyd Watterson Asset Management LLC | 88 | $16.2K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 92 | $16.9K | 0.00% | +92 | New |
| Steward Partners Investment Advisory, LLC | 94 | $17.3K | 0.00% | −9−8.7% | Reduced |
| Vigilant Capital Management, LLC | 100 | $18.0K | 0.00% | −23−18.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 117 | $19.0K | 0.00% | +17+17.0% | Added |
| Quadrant Capital Group LLC | 109 | $20.0K | 0.00% | +2+1.9% | Added |
| Parallel Advisors, LLC | 115 | $21.1K | 0.00% | +5+4.5% | Added |
| Amundi | 131 | $23.8K | 0.00% | +109+495.5% | Added |
| AdvisorNet Financial, Inc | 131 | $24.1K | 0.00% | +1+0.8% | Added |
| FinTrust Capital Advisors, LLC | 154 | $25.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 144 | $26.5K | 0.02% | +144 | New |
| Quent Capital, LLC | 146 | $26.8K | 0.00% | +1+0.7% | Added |
| National Bank of Canada | 158 | $29.1K | 0.00% | −2−1.3% | Reduced |
| Lindbrook Capital, LLC | 167 | $30.7K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $31.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 637 | $32.4K | 0.01% | −258−28.8% | Reduced |
| Solstein Capital, LLC | 179 | $32.9K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 182 | $33.5K | 0.01% | +2+1.1% | Added |
| International Assets Investment Management, LLC | 193 | $35.5K | 0.01% | +193 | New |
| Global Retirement Partners, LLC | 213 | $35.6K | 0.00% | +62+41.1% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $36.8K | 0.00% | +200 | New |
| Citadel Advisors LLC | 205 | $37.7K | 0.00% | −2,116−91.2% | Reduced |
| First Horizon Advisors, Inc. | 211 | $38.8K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $39.4K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 221 | $40.6K | 0.00% | +79+55.6% | Added |
| Signaturefd, LLC | 227 | $41.7K | 0.00% | +4+1.8% | Added |
| Leonteq Securities AG | 230 | $42.3K | 0.00% | −176−43.3% | Reduced |
| GWM Advisors LLC | 250 | $46.0K | 0.00% | −15−5.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 250 | $46.0K | 0.00% | +250 | New |
| Bartlett & Co. LLC | 250 | $46.0K | 0.00% | +250 | New |
| Massmutual Trust Co FSB | 256 | $47.1K | 0.00% | +246+2,460.0% | Added |
| Point72 Asset Management, L.P. | 260 | $47.9K | 0.00% | +260 | New |
| IFP Advisors, Inc | 274 | $48.7K | 0.00% | −137−33.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 279 | $51.3K | 0.00% | −21−7.0% | Reduced |
| Ellevest, Inc. | 308 | $56.6K | 0.00% | −22−6.7% | Reduced |
| CWM, LLC | 325 | $60.0K | 0.00% | +44+15.7% | Added |
| Fifth Third Bancorp | 338 | $62.2K | 0.00% | +81+31.5% | Added |
| Proequities, Inc. | 347 | $63.8K | 0.00% | +38+12.3% | Added |
| ICA Group Wealth Management, LLC | 379 | $69.7K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $69.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 393 | $72.0K | 0.06% | +90+29.7% | Added |
| Globeflex Capital L P | 400 | $73.6K | 0.01% | +400 | New |
| Itau Unibanco Holding S.A. | 440 | $80.9K | 0.00% | +440 | New |
| Carmichael Hill & Associates, Inc. | 450 | $82.8K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 452 | $83.1K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $88.3K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $91.9K | 0.04% | +500 | New |
| Column Capital Advisors, LLC | 523 | $96.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 540 | $99.3K | 0.00% | +370+217.6% | Added |
| Acadian Asset Management LLC | 578 | $106.0K | 0.00% | −1,925−76.9% | Reduced |
| Ossiam | 663 | $121.9K | 0.00% | +128+23.9% | Added |
| Atlantic Trust, LLC | 700 | $128.7K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 726 | $133.5K | 0.01% | −2,061−74.0% | Reduced |
| Central Trust Co | 816 | $150.1K | 0.00% | +469+135.2% | Added |
| Veriti Management LLC | 1,098 | $201.9K | 0.02% | +1,098 | New |
| HSBC Holdings PLC | 1,099 | $202.1K | 0.00% | +1,099 | New |
| Two Sigma Securities, LLC | 1,101 | $202.5K | 0.02% | −210−16.0% | Reduced |
| MQS Management LLC | 1,116 | $205.2K | 0.13% | +1,116 | New |
| Woodmont Investment Counsel LLC | 1,118 | $205.6K | 0.02% | −507−31.2% | Reduced |
| Headinvest, LLC | 1,135 | $208.7K | 0.05% | +1,135 | New |
| Kapitalo Investimentos Ltda | 1,159 | $213.1K | 0.07% | +1,159 | New |