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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 1,515 | $275.8K | 0.00% | +297+24.4% | Added |
| Evercore Wealth Management, LLC | 1,503 | $273.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,485 | $270.4K | 0.13% | −1−0.1% | Reduced |
| SG Americas Securities, LLC | 1,467 | $267.0K | 0.00% | −8,007−84.5% | Reduced |
| Mercer Global Advisors Inc | 1,459 | $266.0K | 0.00% | −342−19.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,430 | $260.4K | 0.00% | +1,430 | New |
| Duality Advisers, LP | 1,405 | $255.8K | 0.03% | +1,405 | New |
| Coury Firm Asset Management LLC | 1,375 | $250.3K | 0.36% | −475−25.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,354 | $246.0K | 0.05% | −512−27.4% | 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 |
| First Republic Investment Management, Inc. | 1,279 | $232.9K | 0.00% | −1,162−47.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,278 | $232.7K | 0.17% | −188−12.8% | Reduced |
| Oppenheimer Asset Management Inc. | 1,275 | $232.1K | 0.00% | −1−0.1% | Reduced |
| Ossiam | 1,258 | $229.0K | 0.00% | +595+89.7% | Added |
| Snowden Capital Advisors LLC | 1,257 | $228.9K | 0.01% | +79+6.7% | Added |
| Headinvest, LLC | 1,140 | $219.6K | 0.05% | +5+0.4% | Added |
| CIBC Asset Management Inc | 1,206 | $219.6K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,200 | $218.5K | 0.04% | −146−10.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,184 | $215.6K | 0.12% | +1,184 | New |
| RDA Financial Network | 1,175 | $213.9K | 0.09% | +1,175 | New |
| Bank of Nova Scotia | 1,135 | $206.6K | 0.00% | −41−3.5% | Reduced |
| Woodmont Investment Counsel LLC | 1,118 | $203.6K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,104 | $201.0K | 0.00% | +1,104 | New |
| Wendell David Associates Inc | 1,102 | $201.0K | 0.02% | +1,102 | New |
| PEAK6 Investments LLC | 967 | $176.1K | 0.02% | +967 | New |
| Exchange Traded Concepts, LLC | 890 | $162.0K | 0.00% | +890 | New |
| Acadian Asset Management LLC | 789 | $143.0K | 0.00% | +211+36.5% | Added |
| Central Trust Co | 736 | $134.0K | 0.00% | −80−9.8% | Reduced |
| Atlantic Trust, LLC | 587 | $106.9K | 0.03% | −113−16.1% | Reduced |
| Y.D. More Investments Ltd | 572 | $104.1K | 0.03% | −65−10.2% | Reduced |
| Nomura Asset Management Co Ltd | 536 | $97.6K | 0.00% | −4−0.7% | Reduced |
| Column Capital Advisors, LLC | 523 | $95.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $91.0K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $87.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 475 | $87.0K | 0.07% | +82+20.9% | Added |
| Carmichael Hill & Associates, Inc. | 450 | $81.9K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $69.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 338 | $61.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 331 | $60.3K | 0.00% | −16−4.6% | Reduced |
| CWM, LLC | 319 | $58.0K | 0.00% | −6−1.8% | Reduced |
| Mendota Financial Group, LLC | 280 | $51.0K | 0.06% | +280 | New |
| IFP Advisors, Inc | 279 | $49.6K | 0.00% | +5+1.8% | Added |
| ICA Group Wealth Management, LLC | 269 | $49.0K | 0.01% | −110−29.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 262 | $47.7K | 0.00% | −17−6.1% | Reduced |
| Coppell Advisory Solutions LLC | 259 | $46.7K | 0.01% | +259 | New |
| Bartlett & Co. LLC | 250 | $46.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 250 | $45.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 250 | $45.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 244 | $44.4K | 0.00% | −12−4.7% | Reduced |
| Leonteq Securities AG | 232 | $42.2K | 0.00% | +2+0.9% | Added |
| Signaturefd, LLC | 223 | $40.6K | 0.00% | −4−1.8% | Reduced |
| Spire Wealth Management | 221 | $40.2K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $39.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 213 | $38.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 211 | $38.4K | 0.01% | +211 | New |
| First Horizon Advisors, Inc. | 211 | $38.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $36.4K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $32.6K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $31.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $30.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 146 | $26.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 154 | $25.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 127 | $23.1K | 0.00% | −4−3.1% | Reduced |
| V-Square Quantitative Management LLC | 117 | $21.3K | 0.02% | +117 | New |
| Parallel Advisors, LLC | 115 | $20.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 101 | $18.4K | 0.00% | −8−7.3% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 94 | $17.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 88 | $16.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 83 | $15.1K | 0.01% | +83 | New |
| First Manhattan Co | 78 | $14.2K | 0.00% | −3,400−97.8% | Reduced |
| Private Trust Co NA | 75 | $13.7K | 0.00% | +9+13.6% | Added |
| Safeguard Financial, LLC | 75 | $13.0K | 0.01% | +75 | New |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 64 | $11.7K | 0.02% | +62+3,100.0% | Added |
| Sunbelt Securities, Inc. | 64 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 60 | $11.0K | 0.00% | +58+2,900.0% | Added |
| Okabena Investment Services Inc | 56 | $10.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $9.65K | 0.00% | +9+20.5% | Added |
| Beacon Capital Management, LLC | 49 | $8.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 44 | $8.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | +33+660.0% | Added |
| West Tower Group, LLC | 35 | $6.37K | 0.00% | +35 | New |
| Cary Street Partner Investment Advisory LLC | 31 | $5.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $5.10K | 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 |
| Earnest Partners LLC | 26 | $4.73K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $4.00K | 0.00% | −94−80.3% | Reduced |
| Huntington National Bank | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $3.64K | 0.00% | −1−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $3.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| Disciplined Investments, LLC | 14 | $2.55K | 0.00% | −1−6.7% | Reduced |
| Creative Financial Designs Inc | 13 | $2.37K | 0.00% | 00.0% | Unchanged |