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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 2023

Institutional positions in WEX Inc. as of Dec 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
418
+14 vs. Q3 2023
Shares held
41.9M
−25.3K (−0.1%) vs. Q3 2023
Total value
$8.16B
+$285.8M (+3.6%) vs. Q3 2023
New holders
58
127 more added
Sold out
44
162 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 418 institutions
Q1 2021: 362 institutionsQ2 2021: 352 institutionsQ3 2021: 337 institutionsQ4 2021: 345 institutionsQ1 2022: 368 institutionsQ2 2022: 356 institutionsQ3 2022: 354 institutionsQ4 2022: 366 institutionsQ1 2023: 405 institutionsQ2 2023: 408 institutionsQ3 2023: 412 institutionsQ4 2023: 418 institutionsQ1 2024: 421 institutionsQ2 2024: 442 institutionsQ3 2024: 434 institutionsQ4 2024: 431 institutionsQ1 2025: 422 institutionsQ2 2025: 386 institutionsQ3 2025: 392 institutionsQ4 2025: 428 institutionsQ1 2026: 434 institutionsQ2 2026: 416 institutions
Value heldQ4 2023: $8.16B
Q1 2021: $9.48BQ2 2021: $8.78BQ3 2021: $7.93BQ4 2021: $6.17BQ1 2022: $7.90BQ2 2022: $6.85BQ3 2022: $5.61BQ4 2022: $7.10BQ1 2023: $7.88BQ2 2023: $7.69BQ3 2023: $7.88BQ4 2023: $8.16BQ1 2024: $9.92BQ2 2024: $7.28BQ3 2024: $8.83BQ4 2024: $7.06BQ1 2025: $6.18BQ2 2025: $5.60BQ3 2025: $5.95BQ4 2025: $5.73BQ1 2026: $5.92BQ2 2026: $5.61B
Institutions holding WEX and their total value by quarter
QuarterHoldersValue
Q2 2026416$5.61B
Q1 2026434$5.92B
Q4 2025428$5.73B
Q3 2025392$5.95B
Q2 2025386$5.60B
Q1 2025422$6.18B
Q4 2024431$7.06B
Q3 2024434$8.83B
Q2 2024442$7.28B
Q1 2024421$9.92B
Q4 2023418$8.16B
Q3 2023412$7.88B
Q2 2023408$7.69B
Q1 2023405$7.88B
Q4 2022366$7.10B
Q3 2022354$5.61B
Q2 2022356$6.85B
Q1 2022368$7.90B
Q4 2021345$6.17B
Q3 2021337$7.93B
Q2 2021352$8.78B
Q1 2021362$9.48B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2023.

Institutions holding WEX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.1$1950.00%+1New
McGlone Suttner Wealth Management, Inc.3$5640.00%+3New
Raffa Wealth Management, LLC3$5840.00%00.0%Unchanged
Private Wealth Management Group, LLC4$7790.00%+4New
Gradient Investments LLC5$9730.00%00.0%Unchanged
Rosenberg Matthew Hamilton5$9730.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$9730.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC5$9730.00%+5New
DiNuzzo Private Wealth, Inc.5$9730.00%+5New
SJS Investment Consulting Inc.6$1.17K0.00%00.0%Unchanged
Robbins Farley LLC7$1.36K0.00%+7New
Sachetta, LLC8$1.56K0.00%+8New
IFP Advisors, Inc10$1.95K0.00%00.0%Unchanged
Financial Management Professionals, Inc.11$2.00K0.00%00.0%Unchanged
Harbour Investments, Inc.11$2.14K0.00%+11New
Allworth Financial LP11$2.14K0.00%00.0%Unchanged
Umb Bank N A12$2.33K0.00%00.0%Unchanged
Creative Financial Designs Inc13$2.53K0.00%00.0%Unchanged
Castleview Partners, LLC15$2.92K0.00%+15New
JFS Wealth Advisors, LLC18$3.50K0.00%−3−14.3%Reduced
Farmers & Merchants Investments Inc18$3.50K0.00%−1−5.3%Reduced
Brown Brothers Harriman & Co18$3.50K0.00%+18New
EntryPoint Capital, LLC18$3.50K0.00%+18New
Bell Investment Advisors, Inc20$3.89K0.00%−4−16.7%Reduced
Assetmark, Inc20$3.89K0.00%+20New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.22$4.28K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC22$4.28K0.00%+22New
Concord Wealth Partners24$4.67K0.00%−20−45.5%Reduced
Smartleaf Asset Management LLC27$4.91K0.00%+27New
Kiely Wealth Advisory Group, Inc.24$4.99K0.00%+24New
Asset Dedication, LLC25$5.00K0.00%00.0%Unchanged
Colonial Trust Advisors30$5.84K0.00%00.0%Unchanged
Parkside Financial Bank & Trust30$5.84K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC33$6.42K0.00%+33New
Huntington National Bank35$6.69K0.00%+13+59.1%Added
Capital Advisors, Ltd. LLC38$7.00K0.00%00.0%Unchanged
Richardson Financial Services Inc.38$7.39K0.01%+38New
Salem Investment Counselors Inc40$7.78K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC43$8.37K0.01%+43New
Beacon Capital Management, LLC49$9.22K0.00%00.0%Unchanged
Macroview Investment Management LLC50$9.73K0.01%+33+194.1%Added
Glassman Wealth Services52$10.1K0.00%−13−20.0%Reduced
Covestor Ltd56$11.0K0.01%−45−44.6%Reduced
Sunbelt Securities, Inc.64$12.5K0.00%00.0%Unchanged
Smithfield Trust Co67$13.0K0.00%00.0%Unchanged
Ci Investments Inc.65$13.0K0.00%00.0%Unchanged
Private Trust Co NA74$14.4K0.00%−1−1.3%Reduced
Farther Finance Advisors, LLC75$14.6K0.00%+59+368.8%Added
AdvisorNet Financial, Inc77$15.0K0.00%−48−38.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC80$15.6K0.00%+80New
Boyd Watterson Asset Management LLC83$16.1K0.01%00.0%Unchanged
Parallel Advisors, LLC85$16.5K0.00%−30−26.1%Reduced
Whittier Trust Co97$18.9K0.00%−2,100−95.6%Reduced
Benjamin F. Edwards & Company, Inc.100$19.0K0.00%00.0%Unchanged
NBC Securities, Inc.105$20.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.112$20.0K0.00%+53+89.8%Added
Quadrant Capital Group LLC115$22.4K0.00%+19+19.8%Added
V-Square Quantitative Management LLC117$22.8K0.01%+117New
Rothschild Investment LLC118$23.0K0.00%+118New
LGT Financial Advisors LLC123$23.9K0.03%00.0%Unchanged
GAMMA Investing LLC133$27.2K0.01%+133New
Coppell Advisory Solutions LLC145$28.2K0.01%+145New
Quent Capital, LLC146$28.4K0.00%00.0%Unchanged
Principal Securities, Inc.159$30.9K0.00%+159New
First Horizon Advisors, Inc.166$32.3K0.00%+4+2.5%Added
Lindbrook Capital, LLC167$32.5K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC169$32.9K0.00%+75+79.8%Added
VisionPoint Advisory Group, LLC170$33.1K0.01%+25+17.2%Added
Core Alternative Capital171$33.3K0.01%00.0%Unchanged
Global Retirement Partners, LLC169$33.5K0.00%−57−25.2%Reduced
Solstein Capital, LLC179$34.8K0.03%00.0%Unchanged
FinTrust Capital Advisors, LLC181$35.2K0.01%00.0%Unchanged
Spire Wealth Management192$38.7K0.00%00.0%Unchanged
Dougherty Wealth Advisers LLC214$41.6K0.04%00.0%Unchanged
Signaturefd, LLC217$42.2K0.00%−299−57.9%Reduced
Leonteq Securities AG254$49.4K0.01%+35+16.0%Added
GWM Advisors LLC260$50.6K0.00%−1,281−83.1%Reduced
Massmutual Trust Co FSB269$52.3K0.00%+20+8.0%Added
Mendota Financial Group, LLC280$54.5K0.04%00.0%Unchanged
Ossiam300$58.4K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC320$62.3K0.01%+320New
Northwestern Mutual Wealth Management Co340$66.1K0.00%+56+19.7%Added
Proequities, Inc.341$66.3K0.00%+31+10.0%Added
CWM, LLC377$73.0K0.00%+51+15.6%Added
C M Bidwell & Associates Ltd376$73.2K0.05%−438−53.8%Reduced
Bangor Savings Bank380$73.9K0.01%00.0%Unchanged
Fifth Third Bancorp383$74.5K0.00%−1,471−79.3%Reduced
Y.D. More Investments Ltd438$79.0K0.02%−8−1.8%Reduced
Advisory Services Network, LLC441$85.8K0.00%+441New
Carmichael Hill & Associates, Inc.450$87.5K0.04%00.0%Unchanged
Paradigm Asset Management Co LLC480$93.4K0.02%00.0%Unchanged
Clean Yield Group500$97.3K0.04%00.0%Unchanged
Essex Investment Management Co LLC523$101.8K0.02%+523New
Nomura Asset Management Co Ltd555$108.0K0.00%−13−2.3%Reduced
Atlantic Trust, LLC587$114.2K0.03%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)600$116.7K0.00%−1,425−70.4%Reduced
Harvest Fund Management Co., Ltd741$144.0K0.02%−613−45.3%Reduced
Central Trust Co742$144.4K0.00%−42−5.4%Reduced
KBC Group NV837$163.0K0.00%00.0%Unchanged
SageView Advisory Group, LLC995$208.5K0.01%−571−36.5%Reduced