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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 1,206 | $221.8K | 0.00% | +1,206 | New |
| Vestmark Advisory Solutions, Inc. | 1,193 | $219.4K | 0.01% | +1,193 | New |
| Snowden Capital Advisors LLC | 1,178 | $216.6K | 0.01% | +1,178 | New |
| Bank of Nova Scotia | 1,176 | $216.3K | 0.00% | +1,176 | New |
| NorthCrest Asset Manangement, LLC | 1,169 | $215.0K | 0.01% | +1,169 | New |
| Kapitalo Investimentos Ltda | 1,159 | $213.1K | 0.07% | +1,159 | New |
| Headinvest, LLC | 1,135 | $208.7K | 0.05% | +1,135 | New |
| Woodmont Investment Counsel LLC | 1,118 | $205.6K | 0.02% | −507−31.2% | Reduced |
| MQS Management LLC | 1,116 | $205.2K | 0.13% | +1,116 | New |
| Two Sigma Securities, LLC | 1,101 | $202.5K | 0.02% | −210−16.0% | Reduced |
| HSBC Holdings PLC | 1,099 | $202.1K | 0.00% | +1,099 | New |
| Veriti Management LLC | 1,098 | $201.9K | 0.02% | +1,098 | New |
| Central Trust Co | 816 | $150.1K | 0.00% | +469+135.2% | Added |
| Meeder Asset Management Inc | 726 | $133.5K | 0.01% | −2,061−74.0% | Reduced |
| Atlantic Trust, LLC | 700 | $128.7K | 0.04% | 00.0% | Unchanged |
| Ossiam | 663 | $121.9K | 0.00% | +128+23.9% | Added |
| Acadian Asset Management LLC | 578 | $106.0K | 0.00% | −1,925−76.9% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $99.3K | 0.00% | +370+217.6% | Added |
| Column Capital Advisors, LLC | 523 | $96.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $91.9K | 0.04% | +500 | New |
| Paradigm Asset Management Co LLC | 480 | $88.3K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 452 | $83.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 450 | $82.8K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 440 | $80.9K | 0.00% | +440 | New |
| Globeflex Capital L P | 400 | $73.6K | 0.01% | +400 | New |
| Covestor Ltd | 393 | $72.0K | 0.06% | +90+29.7% | Added |
| Bangor Savings Bank | 380 | $69.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 379 | $69.7K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 347 | $63.8K | 0.00% | +38+12.3% | Added |
| Fifth Third Bancorp | 338 | $62.2K | 0.00% | +81+31.5% | Added |
| CWM, LLC | 325 | $60.0K | 0.00% | +44+15.7% | Added |
| Ellevest, Inc. | 308 | $56.6K | 0.00% | −22−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 279 | $51.3K | 0.00% | −21−7.0% | Reduced |
| IFP Advisors, Inc | 274 | $48.7K | 0.00% | −137−33.3% | Reduced |
| Point72 Asset Management, L.P. | 260 | $47.9K | 0.00% | +260 | New |
| Massmutual Trust Co FSB | 256 | $47.1K | 0.00% | +246+2,460.0% | Added |
| Bartlett & Co. LLC | 250 | $46.0K | 0.00% | +250 | New |
| GWM Advisors LLC | 250 | $46.0K | 0.00% | −15−5.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 250 | $46.0K | 0.00% | +250 | New |
| Leonteq Securities AG | 230 | $42.3K | 0.00% | −176−43.3% | Reduced |
| Signaturefd, LLC | 227 | $41.7K | 0.00% | +4+1.8% | Added |
| Spire Wealth Management | 221 | $40.6K | 0.00% | +79+55.6% | Added |
| Dougherty Wealth Advisers LLC | 214 | $39.4K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 211 | $38.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 205 | $37.7K | 0.00% | −2,116−91.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $36.8K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 213 | $35.6K | 0.00% | +62+41.1% | Added |
| International Assets Investment Management, LLC | 193 | $35.5K | 0.01% | +193 | New |
| Farther Finance Advisors, LLC | 182 | $33.5K | 0.01% | +2+1.1% | Added |
| Solstein Capital, LLC | 179 | $32.9K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 637 | $32.4K | 0.01% | −258−28.8% | Reduced |
| Core Alternative Capital | 171 | $31.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $30.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 158 | $29.1K | 0.00% | −2−1.3% | Reduced |
| Quent Capital, LLC | 146 | $26.8K | 0.00% | +1+0.7% | Added |
| Headlands Technologies LLC | 144 | $26.5K | 0.02% | +144 | New |
| FinTrust Capital Advisors, LLC | 154 | $25.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 131 | $24.1K | 0.00% | +1+0.8% | Added |
| Amundi | 131 | $23.8K | 0.00% | +109+495.5% | Added |
| Parallel Advisors, LLC | 115 | $21.1K | 0.00% | +5+4.5% | Added |
| Quadrant Capital Group LLC | 109 | $20.0K | 0.00% | +2+1.9% | Added |
| Ronald Blue Trust, Inc. | 117 | $19.0K | 0.00% | +17+17.0% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 94 | $17.3K | 0.00% | −9−8.7% | Reduced |
| Sageworth Trust Co | 92 | $16.9K | 0.00% | +92 | New |
| Boyd Watterson Asset Management LLC | 88 | $16.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 66 | $12.1K | 0.00% | +66 | New |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 64 | $11.5K | 0.00% | +64 | New |
| Okabena Investment Services Inc | 56 | $10.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $9.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $8.09K | 0.00% | −9−17.0% | Reduced |
| Concord Wealth Partners | 44 | $8.09K | 0.00% | +24+120.0% | Added |
| Cary Street Partner Investment Advisory LLC | 31 | $5.70K | 0.00% | +15+93.8% | Added |
| Parkside Financial Bank & Trust | 30 | $5.52K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $5.15K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $4.78K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24 | $4.41K | 0.00% | +24 | New |
| Huntington National Bank | 22 | $3.93K | 0.00% | +13+144.4% | Added |
| Farmers & Merchants Investments Inc | 21 | $3.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $3.31K | 0.00% | +3+20.0% | Added |
| Steward Financial Group LLC | 19 | $3.00K | 0.00% | +16+533.3% | Added |
| Sutton Wealth Advisors Inc. | 16 | $2.94K | 0.00% | −6−27.3% | Reduced |
| Schubert & Co | 15 | $2.76K | 0.00% | +6+66.7% | Added |
| BerganKDV Wealth Management, LLC | 15 | $2.76K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 15 | $2.76K | 0.00% | +12+400.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 14 | $2.57K | 0.00% | +14 | New |
| Creative Financial Designs Inc | 13 | $2.39K | 0.00% | −250−95.1% | Reduced |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 8 | $1.46K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $1.29K | 0.00% | +1+16.7% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −38−88.4% | Reduced |
| BDO Wealth Advisors, LLC | 5 | $920 | 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 |
| Raffa Wealth Management, LLC | 3 | $552 | 0.00% | 00.0% | Unchanged |