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, Q2 2023
Institutional positions in WEX Inc. as of Jun 30, 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
- 408
- +5 vs. Q1 2023
- Shares held
- 42.2M
- −565.6K (−1.3%) vs. Q1 2023
- Total value
- $7.69B
- −$179.3M (−2.3%) vs. Q1 2023
- New holders
- 51
- 120 more added
- Sold out
- 46
- 160 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $183 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $546 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $910 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $910 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $910 | 0.00% | +3+150.0% | Added |
| Gradient Investments LLC | 5 | $910 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $911 | 0.00% | −2−28.6% | Reduced |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $2.37K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $2.55K | 0.00% | −1−6.7% | Reduced |
| Farther Finance Advisors, LLC | 16 | $2.91K | 0.00% | −166−91.2% | Reduced |
| Sutton Wealth Advisors Inc. | 16 | $2.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $3.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $3.64K | 0.00% | −1−4.8% | Reduced |
| Huntington National Bank | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $4.00K | 0.00% | −94−80.3% | Reduced |
| Earnest Partners LLC | 26 | $4.73K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 30 | $5.00K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 28 | $5.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 31 | $5.64K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 35 | $6.37K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | +33+660.0% | Added |
| Concord Wealth Partners | 44 | $8.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $8.92K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $9.65K | 0.00% | +9+20.5% | Added |
| Okabena Investment Services Inc | 56 | $10.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 60 | $11.0K | 0.00% | +58+2,900.0% | Added |
| Sunbelt Securities, Inc. | 64 | $11.7K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 64 | $11.7K | 0.02% | +62+3,100.0% | Added |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 75 | $13.0K | 0.01% | +75 | New |
| Private Trust Co NA | 75 | $13.7K | 0.00% | +9+13.6% | Added |
| First Manhattan Co | 78 | $14.2K | 0.00% | −3,400−97.8% | Reduced |
| VisionPoint Advisory Group, LLC | 83 | $15.1K | 0.01% | +83 | New |
| Boyd Watterson Asset Management LLC | 88 | $16.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 94 | $17.1K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 101 | $18.4K | 0.00% | −8−7.3% | Reduced |
| Parallel Advisors, LLC | 115 | $20.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 117 | $21.3K | 0.02% | +117 | New |
| AdvisorNet Financial, Inc | 127 | $23.1K | 0.00% | −4−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 154 | $25.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 146 | $26.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $30.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $31.1K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $32.6K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $36.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 211 | $38.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 211 | $38.4K | 0.01% | +211 | New |
| Global Retirement Partners, LLC | 213 | $38.8K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $39.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 221 | $40.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 223 | $40.6K | 0.00% | −4−1.8% | Reduced |
| Leonteq Securities AG | 232 | $42.2K | 0.00% | +2+0.9% | Added |
| Massmutual Trust Co FSB | 244 | $44.4K | 0.00% | −12−4.7% | Reduced |
| GWM Advisors LLC | 250 | $45.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 250 | $45.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 250 | $46.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 259 | $46.7K | 0.01% | +259 | New |
| Northwestern Mutual Wealth Management Co | 262 | $47.7K | 0.00% | −17−6.1% | Reduced |
| ICA Group Wealth Management, LLC | 269 | $49.0K | 0.01% | −110−29.0% | Reduced |
| IFP Advisors, Inc | 279 | $49.6K | 0.00% | +5+1.8% | Added |
| Mendota Financial Group, LLC | 280 | $51.0K | 0.06% | +280 | New |
| CWM, LLC | 319 | $58.0K | 0.00% | −6−1.8% | Reduced |
| Proequities, Inc. | 331 | $60.3K | 0.00% | −16−4.6% | Reduced |
| Fifth Third Bancorp | 338 | $61.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $69.2K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 450 | $81.9K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 475 | $87.0K | 0.07% | +82+20.9% | Added |
| Paradigm Asset Management Co LLC | 480 | $87.4K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $91.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 523 | $95.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 536 | $97.6K | 0.00% | −4−0.7% | Reduced |
| Y.D. More Investments Ltd | 572 | $104.1K | 0.03% | −65−10.2% | Reduced |
| Atlantic Trust, LLC | 587 | $106.9K | 0.03% | −113−16.1% | Reduced |
| Central Trust Co | 736 | $134.0K | 0.00% | −80−9.8% | Reduced |
| Acadian Asset Management LLC | 789 | $143.0K | 0.00% | +211+36.5% | Added |
| Exchange Traded Concepts, LLC | 890 | $162.0K | 0.00% | +890 | New |
| PEAK6 Investments LLC | 967 | $176.1K | 0.02% | +967 | New |
| Wendell David Associates Inc | 1,102 | $201.0K | 0.02% | +1,102 | New |
| O'Shaughnessy Asset Management, LLC | 1,104 | $201.0K | 0.00% | +1,104 | New |
| Woodmont Investment Counsel LLC | 1,118 | $203.6K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1,135 | $206.6K | 0.00% | −41−3.5% | Reduced |
| RDA Financial Network | 1,175 | $213.9K | 0.09% | +1,175 | New |
| Retirement Planning Co of New England, Inc. | 1,184 | $215.6K | 0.12% | +1,184 | New |
| Qtron Investments LLC | 1,200 | $218.5K | 0.04% | −146−10.8% | Reduced |
| CIBC Asset Management Inc | 1,206 | $219.6K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 1,140 | $219.6K | 0.05% | +5+0.4% | Added |
| Snowden Capital Advisors LLC | 1,257 | $228.9K | 0.01% | +79+6.7% | Added |
| Ossiam | 1,258 | $229.0K | 0.00% | +595+89.7% | Added |
| Oppenheimer Asset Management Inc. | 1,275 | $232.1K | 0.00% | −1−0.1% | Reduced |
| C M Bidwell & Associates Ltd | 1,278 | $232.7K | 0.17% | −188−12.8% | Reduced |
| First Republic Investment Management, Inc. | 1,279 | $232.9K | 0.00% | −1,162−47.6% | Reduced |
| Profund Advisors LLC | 1,345 | $244.9K | 0.01% | −153−10.2% | Reduced |
| Jefferies Financial Group Inc. | 1,345 | $244.9K | 0.01% | +1,345 | New |
| Harvest Fund Management Co., Ltd | 1,354 | $246.0K | 0.05% | −512−27.4% | Reduced |