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 2024
Institutional positions in WEX Inc. as of Mar 31, 2024. 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
- 421
- +8 vs. Q4 2023
- Shares held
- 41.8M
- −43.8K (−0.1%) vs. Q4 2023
- Total value
- $9.92B
- +$1.77B (+21.7%) vs. Q4 2023
- New holders
- 55
- 117 more added
- Sold out
- 47
- 171 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $238 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 3 | $713 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4 | $950 | 0.00% | −3,573−99.9% | Reduced |
| Private Wealth Management Group, LLC | 4 | $951 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 8 | $1.65K | 0.00% | +8 | New |
| Assetmark, Inc | 7 | $1.66K | 0.00% | −13−65.0% | Reduced |
| Robbins Farley LLC | 7 | $1.66K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $1.90K | 0.00% | +8 | New |
| Macroview Investment Management LLC | 9 | $2.14K | 0.00% | −41−82.0% | Reduced |
| Harbour Investments, Inc. | 9 | $2.14K | 0.00% | −2−18.2% | Reduced |
| Tortoise Investment Management, LLC | 10 | $2.38K | 0.00% | +10 | New |
| Allworth Financial LP | 10 | $2.38K | 0.00% | −1−9.1% | Reduced |
| Raleigh Capital Management Inc. | 11 | $2.61K | 0.00% | +10+1,000.0% | Added |
| Financial Management Professionals, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $3.09K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 15 | $3.56K | 0.00% | +3+25.0% | Added |
| EverSource Wealth Advisors, LLC | 18 | $3.80K | 0.00% | −15−45.5% | Reduced |
| West Paces Advisors Inc. | 17 | $4.04K | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 18 | $4.28K | 0.00% | −4−18.2% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $4.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $4.75K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $4.75K | 0.01% | +20 | New |
| Huntington National Bank | 21 | $4.82K | 0.00% | −14−40.0% | Reduced |
| Sunbelt Securities, Inc. | 22 | $5.23K | 0.00% | −42−65.6% | Reduced |
| Exchange Traded Concepts, LLC | 22 | $5.23K | 0.00% | +22 | New |
| Kiely Wealth Advisory Group, Inc. | 24 | $5.26K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 23 | $5.46K | 0.00% | +23 | New |
| Concord Wealth Partners | 24 | $5.70K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $5.94K | 0.00% | +25 | New |
| Asset Dedication, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 26 | $6.18K | 0.00% | +11+73.3% | Added |
| Colonial Trust Advisors | 30 | $7.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $7.13K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 35 | $8.19K | 0.00% | +8+29.6% | Added |
| New Covenant Trust Company, N.A. | 35 | $8.31K | 0.01% | +35 | New |
| Richardson Financial Services Inc. | 37 | $8.79K | 0.01% | −1−2.6% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $9.50K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $9.74K | 0.00% | −71−63.4% | Reduced |
| Frazier Financial Advisors, LLC | 43 | $10.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $11.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 66 | $15.7K | 0.00% | +66 | New |
| Private Trust Co NA | 67 | $15.9K | 0.00% | −7−9.5% | Reduced |
| Smithfield Trust Co | 67 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $16.4K | 0.00% | +59+590.0% | Added |
| AdvisorNet Financial, Inc | 77 | $18.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 80 | $19.0K | 0.00% | +5+6.7% | Added |
| Ci Investments Inc. | 82 | $19.0K | 0.00% | +17+26.2% | Added |
| Boyd Watterson Asset Management LLC | 83 | $19.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 85 | $20.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 92 | $21.9K | 0.00% | +86+1,433.3% | Added |
| Whittier Trust Co | 97 | $23.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $23.3K | 0.01% | +98 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $24.0K | 0.00% | +79+359.1% | Added |
| NBC Securities, Inc. | 105 | $24.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 117 | $27.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 118 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 121 | $28.7K | 0.02% | +121 | New |
| LGT Financial Advisors LLC | 123 | $29.2K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 123 | $29.2K | 0.00% | +8+7.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $33.0K | 0.00% | +59+73.8% | Added |
| Quent Capital, LLC | 146 | $34.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 159 | $37.8K | 0.00% | −10−5.9% | Reduced |
| VisionPoint Advisory Group, LLC | 160 | $38.0K | 0.01% | −10−5.9% | Reduced |
| First Horizon Advisors, Inc. | 161 | $38.2K | 0.00% | −5−3.0% | Reduced |
| Lindbrook Capital, LLC | 167 | $39.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 167 | $39.7K | 0.01% | +34+25.6% | Added |
| Core Alternative Capital | 171 | $40.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 173 | $41.1K | 0.00% | −44−20.3% | Reduced |
| Solstein Capital, LLC | 179 | $42.5K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 181 | $43.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 187 | $44.0K | 0.03% | +131+233.9% | Added |
| Spire Wealth Management | 192 | $45.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 193 | $45.8K | 0.00% | +24+14.2% | Added |
| Principal Securities, Inc. | 201 | $47.7K | 0.00% | +42+26.4% | Added |
| Dougherty Wealth Advisers LLC | 214 | $50.8K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 224 | $53.2K | 0.00% | −36−13.8% | Reduced |
| ICA Group Wealth Management, LLC | 244 | $58.0K | 0.01% | −76−23.8% | Reduced |
| Asset Management One Co.,Ltd. | 269 | $63.9K | 0.00% | +269 | New |
| Leonteq Securities AG | 274 | $65.1K | 0.01% | +20+7.9% | Added |
| Massmutual Trust Co FSB | 276 | $65.6K | 0.00% | +7+2.6% | Added |
| Mendota Financial Group, LLC | 280 | $66.5K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 281 | $66.7K | 0.01% | −157−35.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 310 | $73.6K | 0.00% | −30−8.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 325 | $77.2K | 0.01% | +325 | New |
| CWM, LLC | 330 | $78.0K | 0.00% | −47−12.5% | Reduced |
| Atlantic Trust, LLC | 337 | $80.0K | 0.02% | −250−42.6% | Reduced |
| Proequities, Inc. | 364 | $86.5K | 0.01% | +23+6.7% | Added |
| Essex Investment Management Co LLC | 373 | $88.6K | 0.02% | −150−28.7% | Reduced |
| Fifth Third Bancorp | 380 | $90.3K | 0.00% | −3−0.8% | Reduced |
| Bangor Savings Bank | 380 | $90.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 446 | $105.9K | 0.02% | +446 | New |
| Carmichael Hill & Associates, Inc. | 450 | $106.9K | 0.04% | 00.0% | Unchanged |