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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, Q2 2024

Institutional positions in WEX Inc. as of Jun 30, 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
442
+25 vs. Q1 2024
Shares held
41.1M
−672.9K (−1.6%) vs. Q1 2024
Total value
$7.28B
−$2.62B (−26.4%) vs. Q1 2024
New holders
84
135 more added
Sold out
59
153 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 442 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 heldQ2 2024: $7.28B
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, Q2 2024

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2024.

Institutions holding WEX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Harbor Investment Advisory, LLC1$1770.00%−7−87.5%Reduced
Financial Network Wealth Advisors LLC1$1770.00%+1New
Baldwin Brothers Inc2$3540.00%+2New
Macroview Investment Management LLC2$3550.00%−7−77.8%Reduced
Raffa Wealth Management, LLC3$5310.00%00.0%Unchanged
Private Wealth Management Group, LLC4$7090.00%00.0%Unchanged
Rosenberg Matthew Hamilton5$8770.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC5$8860.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$8860.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.06K0.00%+1+20.0%Added
Toth Financial Advisory Corp6$1.06K0.00%+6New
Nemes Rush Group LLC6$1.06K0.00%+6New
SJS Investment Consulting Inc.7$1.24K0.00%−85−92.4%Reduced
Robbins Farley LLC7$1.24K0.00%00.0%Unchanged
IAG Wealth Partners, LLC9$1.59K0.00%+9New
Raleigh Capital Management Inc.10$1.77K0.00%−1−9.1%Reduced
Tortoise Investment Management, LLC10$1.77K0.00%00.0%Unchanged
Financial Management Professionals, Inc.11$2.00K0.00%00.0%Unchanged
Innealta Capital, LLC12$2.13K0.00%+12New
Creative Financial Designs Inc13$2.30K0.00%00.0%Unchanged
Mather Group, LLC.11$2.61K0.00%+11New
West Paces Advisors Inc.17$3.01K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC17$3.12K0.00%−1−5.6%Reduced
Farmers & Merchants Investments Inc18$3.19K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC18$3.19K0.00%00.0%Unchanged
Umb Bank N A19$3.37K0.00%+4+26.7%Added
Redmont Wealth Advisors LLC20$3.54K0.01%00.0%Unchanged
Fairscale Capital, LLC19$3.61K0.00%+19New
JFS Wealth Advisors, LLC21$3.72K0.00%+3+16.7%Added
Sunbelt Securities, Inc.22$3.90K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC22$3.90K0.00%+22New
Kiely Wealth Advisory Group, Inc.24$4.17K0.00%00.0%Unchanged
Concord Wealth Partners24$4.25K0.00%00.0%Unchanged
Webster Bank, N. A.25$4.43K0.00%00.0%Unchanged
Assetmark, Inc25$4.43K0.00%+18+257.1%Added
SRS Capital Advisors, Inc.27$4.78K0.00%+27New
Colonial Trust Advisors30$5.31K0.00%00.0%Unchanged
Bell Investment Advisors, Inc30$5.32K0.00%+10+50.0%Added
Ashton Thomas Private Wealth, LLC33$5.85K0.00%+33New
Exchange Traded Concepts, LLC35$6.20K0.00%+13+59.1%Added
Parkside Financial Bank & Trust36$6.38K0.00%+6+20.0%Added
Richardson Financial Services Inc.37$6.55K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC41$7.00K0.00%+3+7.9%Added
Frazier Financial Advisors, LLC43$7.62K0.01%00.0%Unchanged
Castleview Partners, LLC45$7.97K0.00%+19+73.1%Added
VitalStone Financial, LLC45$7.97K0.01%+45New
Allworth Financial LP46$8.49K0.00%+36+360.0%Added
Beacon Capital Management, LLC49$8.68K0.00%00.0%Unchanged
Venturi Wealth Management, LLC49$8.68K0.00%+49New
IFP Advisors, Inc64$11.3K0.00%−5−7.2%Reduced
Private Trust Co NA67$11.9K0.00%00.0%Unchanged
Clearstead Advisors, LLC67$11.9K0.00%+67New
Smithfield Trust Co67$12.0K0.00%00.0%Unchanged
Ci Investments Inc.73$13.0K0.00%−9−11.0%Reduced
AdvisorNet Financial, Inc74$13.1K0.00%−3−3.9%Reduced
Parallel Advisors, LLC80$14.2K0.00%−5−5.9%Reduced
Boyd Watterson Asset Management LLC83$14.7K0.00%00.0%Unchanged
Whittier Trust Co97$17.2K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC98$17.4K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.101$17.9K0.00%00.0%Unchanged
NBC Securities, Inc.105$18.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$18.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC103$18.1K0.00%+23+28.7%Added
Jones Financial Companies LLLP107$19.0K0.00%+41+62.1%Added
Asset Dedication, LLC111$19.7K0.00%+86+344.0%Added
Quadrant Capital Group LLC117$20.7K0.00%−6−4.9%Reduced
Rothschild Investment LLC119$21.1K0.00%+1+0.8%Added
Rise Advisors, LLC121$21.4K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC123$21.8K0.00%−16−11.5%Reduced
LGT Financial Advisors LLC123$21.8K0.05%00.0%Unchanged
Headlands Technologies LLC134$23.7K0.00%+134New
Huntington National Bank135$23.8K0.00%+114+542.9%Added
Steward Partners Investment Advisory, LLC135$23.9K0.00%−24−15.1%Reduced
Quent Capital, LLC146$25.9K0.00%00.0%Unchanged
Elequin Capital LP149$26.4K0.01%+149New
Smartleaf Asset Management LLC164$28.6K0.00%+129+368.6%Added
Lindbrook Capital, LLC167$29.6K0.00%00.0%Unchanged
First Horizon Advisors, Inc.168$29.8K0.00%+7+4.3%Added
Nomura Asset Management Co Ltd170$30.1K0.00%−359−67.9%Reduced
Core Alternative Capital171$30.3K0.01%00.0%Unchanged
Solstein Capital, LLC179$31.7K0.02%00.0%Unchanged
International Assets Investment Management, LLC185$32.8K0.00%+185New
Covestor Ltd188$33.0K0.02%+1+0.5%Added
Quarry LP188$33.3K0.01%+165+717.4%Added
Spire Wealth Management192$34.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC197$34.9K0.01%+16+8.8%Added
Principal Securities, Inc.202$35.8K0.00%+1+0.5%Added
VisionPoint Advisory Group, LLC202$35.8K0.01%+42+26.3%Added
Dougherty Wealth Advisers LLC214$37.9K0.03%00.0%Unchanged
GAMMA Investing LLC214$37.9K0.01%+47+28.1%Added
Massmutual Trust Co FSB264$46.8K0.00%−12−4.3%Reduced
Global Retirement Partners, LLC276$48.9K0.00%+83+43.0%Added
Mendota Financial Group, LLC280$49.6K0.03%00.0%Unchanged
Y.D. More Investments Ltd287$50.8K0.01%+6+2.1%Added
Leonteq Securities AG299$53.0K0.01%+25+9.1%Added
Catalyst Funds Management Pty Ltd300$53.1K0.01%+300New
Ronald Blue Trust, Inc.228$54.2K0.00%+187+456.1%Added
Plante Moran Financial Advisors, LLC325$57.6K0.01%00.0%Unchanged
Essex Investment Management Co LLC327$57.9K0.01%−46−12.3%Reduced