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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 1,034 | $245.6K | 0.00% | +1,034 | New |
| Headinvest, LLC | 1,020 | $242.3K | 0.05% | −120−10.5% | Reduced |
| Great Lakes Advisors, LLC | 1,003 | $238.2K | 0.00% | −233−18.9% | Reduced |
| Balentine LLC | 988 | $234.7K | 0.01% | +988 | New |
| Inspire Advisors, LLC | 977 | $232.2K | 0.03% | +977 | New |
| Trust Point Inc. | 970 | $230.4K | 0.02% | +970 | New |
| Ground Swell Capital, LLC | 970 | $230.4K | 0.24% | +970 | New |
| Spears Abacus Advisors LLC | 958 | $227.6K | 0.00% | +958 | New |
| KBC Group NV | 926 | $220.0K | 0.00% | +89+10.6% | Added |
| QRG Capital Management, Inc. | 911 | $216.4K | 0.00% | +911 | New |
| Chicago Trust Co NA | 905 | $215.0K | 0.04% | +905 | New |
| MML Investors Services, LLC | 894 | $212.0K | 0.00% | +894 | New |
| Williamson Legacy Group, LLC | 889 | $211.2K | 0.16% | +889 | New |
| NorthRock Partners, LLC | 867 | $205.9K | 0.01% | −343−28.3% | Reduced |
| Flagship Harbor Advisors, LLC | 864 | $205.2K | 0.01% | +864 | New |
| Dogwood Wealth Management LLC | 742 | $176.2K | 0.12% | −1,484−66.7% | Reduced |
| Central Trust Co | 717 | $170.3K | 0.00% | −25−3.4% | Reduced |
| Harvest Fund Management Co., Ltd | 692 | $164.0K | 0.01% | −49−6.6% | Reduced |
| Nomura Asset Management Co Ltd | 529 | $125.7K | 0.00% | −26−4.7% | Reduced |
| Clean Yield Group | 500 | $118.8K | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $114.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 450 | $106.9K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 446 | $105.9K | 0.02% | +446 | New |
| Fifth Third Bancorp | 380 | $90.3K | 0.00% | −3−0.8% | Reduced |
| Bangor Savings Bank | 380 | $90.3K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 373 | $88.6K | 0.02% | −150−28.7% | Reduced |
| Proequities, Inc. | 364 | $86.5K | 0.01% | +23+6.7% | Added |
| Atlantic Trust, LLC | 337 | $80.0K | 0.02% | −250−42.6% | Reduced |
| CWM, LLC | 330 | $78.0K | 0.00% | −47−12.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 325 | $77.2K | 0.01% | +325 | New |
| Northwestern Mutual Wealth Management Co | 310 | $73.6K | 0.00% | −30−8.8% | Reduced |
| Y.D. More Investments Ltd | 281 | $66.7K | 0.01% | −157−35.8% | Reduced |
| Mendota Financial Group, LLC | 280 | $66.5K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 276 | $65.6K | 0.00% | +7+2.6% | Added |
| Leonteq Securities AG | 274 | $65.1K | 0.01% | +20+7.9% | Added |
| Asset Management One Co.,Ltd. | 269 | $63.9K | 0.00% | +269 | New |
| ICA Group Wealth Management, LLC | 244 | $58.0K | 0.01% | −76−23.8% | Reduced |
| GWM Advisors LLC | 224 | $53.2K | 0.00% | −36−13.8% | Reduced |
| Dougherty Wealth Advisers LLC | 214 | $50.8K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 201 | $47.7K | 0.00% | +42+26.4% | Added |
| Global Retirement Partners, LLC | 193 | $45.8K | 0.00% | +24+14.2% | Added |
| Spire Wealth Management | 192 | $45.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 187 | $44.0K | 0.03% | +131+233.9% | Added |
| FinTrust Capital Advisors, LLC | 181 | $43.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $42.5K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 173 | $41.1K | 0.00% | −44−20.3% | Reduced |
| Core Alternative Capital | 171 | $40.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $39.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 167 | $39.7K | 0.01% | +34+25.6% | Added |
| First Horizon Advisors, Inc. | 161 | $38.2K | 0.00% | −5−3.0% | Reduced |
| VisionPoint Advisory Group, LLC | 160 | $38.0K | 0.01% | −10−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 159 | $37.8K | 0.00% | −10−5.9% | Reduced |
| Quent Capital, LLC | 146 | $34.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $33.0K | 0.00% | +59+73.8% | Added |
| Quadrant Capital Group LLC | 123 | $29.2K | 0.00% | +8+7.0% | Added |
| LGT Financial Advisors LLC | 123 | $29.2K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 121 | $28.7K | 0.02% | +121 | New |
| Rothschild Investment LLC | 118 | $28.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 117 | $27.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 105 | $24.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $24.0K | 0.00% | +79+359.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $23.3K | 0.01% | +98 | New |
| Whittier Trust Co | 97 | $23.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 92 | $21.9K | 0.00% | +86+1,433.3% | Added |
| Parallel Advisors, LLC | 85 | $20.2K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 83 | $19.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 82 | $19.0K | 0.00% | +17+26.2% | Added |
| Farther Finance Advisors, LLC | 80 | $19.0K | 0.00% | +5+6.7% | Added |
| AdvisorNet Financial, Inc | 77 | $18.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $16.4K | 0.00% | +59+590.0% | Added |
| Smithfield Trust Co | 67 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 67 | $15.9K | 0.00% | −7−9.5% | Reduced |
| Jones Financial Companies LLLP | 66 | $15.7K | 0.00% | +66 | New |
| Beacon Capital Management, LLC | 49 | $11.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 43 | $10.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $9.74K | 0.00% | −71−63.4% | Reduced |
| Salem Investment Counselors Inc | 40 | $9.50K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 37 | $8.79K | 0.01% | −1−2.6% | Reduced |
| New Covenant Trust Company, N.A. | 35 | $8.31K | 0.01% | +35 | New |
| Smartleaf Asset Management LLC | 35 | $8.19K | 0.00% | +8+29.6% | Added |
| Parkside Financial Bank & Trust | 30 | $7.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $7.13K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 26 | $6.18K | 0.00% | +11+73.3% | Added |
| Asset Dedication, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $5.94K | 0.00% | +25 | New |
| Concord Wealth Partners | 24 | $5.70K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 23 | $5.46K | 0.00% | +23 | New |
| Kiely Wealth Advisory Group, Inc. | 24 | $5.26K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $5.23K | 0.00% | −42−65.6% | Reduced |
| Exchange Traded Concepts, LLC | 22 | $5.23K | 0.00% | +22 | New |
| Huntington National Bank | 21 | $4.82K | 0.00% | −14−40.0% | Reduced |
| Bell Investment Advisors, Inc | 20 | $4.75K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $4.75K | 0.01% | +20 | 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 |
| West Paces Advisors Inc. | 17 | $4.04K | 0.00% | +17 | New |
| EverSource Wealth Advisors, LLC | 18 | $3.80K | 0.00% | −15−45.5% | Reduced |