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.
| 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 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 337 | $59.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 338 | $59.9K | 0.00% | +114+50.9% | Added |
| Bangor Savings Bank | 380 | $67.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 386 | $68.4K | 0.00% | +6+1.6% | Added |
| Proequities, Inc. | 418 | $74.0K | 0.00% | +54+14.8% | Added |
| Northwestern Mutual Wealth Management Co | 434 | $76.9K | 0.00% | +124+40.0% | Added |
| EntryPoint Capital, LLC | 443 | $78.5K | 0.04% | +443 | New |
| Carmichael Hill & Associates, Inc. | 450 | $79.7K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 451 | $79.9K | 0.06% | +451 | New |
| CWM, LLC | 453 | $80.0K | 0.00% | +123+37.3% | Added |
| Paradigm Asset Management Co LLC | 480 | $85.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $88.6K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 530 | $93.9K | 0.01% | +530 | New |
| Signaturefd, LLC | 531 | $94.1K | 0.00% | +358+206.9% | Added |
| Central Trust Co | 565 | $100.1K | 0.00% | −152−21.2% | Reduced |
| Hamilton Capital Partners Inc. | 750 | $132.9K | 0.01% | +750 | New |
| Twin Tree Management, LP | 953 | $168.8K | 0.00% | −4,396−82.2% | Reduced |
| KBC Group NV | 1,050 | $186.0K | 0.00% | +124+13.4% | Added |
| Claret Asset Management Corp | 1,131 | $200.0K | 0.04% | +1,131 | New |
| Ieq Capital, LLC | 1,136 | $201.2K | 0.00% | +58+5.4% | Added |
| CIBC Asset Management Inc | 1,174 | $208.0K | 0.00% | −32−2.7% | Reduced |
| MML Investors Services, LLC | 1,184 | $210.0K | 0.00% | +290+32.4% | Added |
| Wendell David Associates Inc | 1,189 | $211.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,194 | $211.5K | 0.00% | −1,202−50.2% | Reduced |
| Legacy Advisors, LLC | 1,197 | $212.0K | 0.03% | +1,197 | New |
| Wedmont Private Capital | 1,160 | $212.4K | 0.01% | +1,160 | New |
| RSM US Wealth Management LLC | 1,210 | $212.4K | 0.00% | +1,210 | New |
| Profund Advisors LLC | 1,215 | $215.2K | 0.01% | −478−28.2% | Reduced |
| Man Group plc | 1,226 | $217.2K | 0.00% | +1,226 | New |
| Russell Investments Group, Ltd. | 1,257 | $222.7K | 0.00% | −125−9.0% | Reduced |
| XTX Topco Ltd | 1,261 | $223.4K | 0.02% | −550−30.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,283 | $227.3K | 0.00% | −4,650−78.4% | Reduced |
| Mercer Global Advisors Inc | 1,292 | $228.9K | 0.00% | +102+8.6% | Added |
| Snowden Capital Advisors LLC | 1,300 | $230.3K | 0.01% | +76+6.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,333 | $236.1K | 0.00% | −920−40.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,335 | $236.5K | 0.00% | −86−6.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,414 | $250.5K | 0.02% | +1,414 | New |
| Alaska Permanent Fund Corp | 1,372 | $251.7K | 0.00% | +1,372 | New |
| Petrus Trust Company, LTA | 1,423 | $252.1K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 1,424 | $252.2K | 0.02% | +163+12.9% | Added |
| Evercore Wealth Management, LLC | 1,432 | $253.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,452 | $257.2K | 0.00% | −601−29.3% | Reduced |
| MQS Management LLC | 1,467 | $259.9K | 0.16% | +1,467 | New |
| Avantax Advisory Services, Inc. | 1,477 | $261.6K | 0.00% | +1,477 | New |
| Capstone Investment Advisors, LLC | 1,523 | $269.8K | 0.01% | −3,215−67.9% | Reduced |
| Isthmus Partners, LLC | 1,546 | $273.9K | 0.03% | +1,546 | New |
| Chicago Trust Co NA | 1,565 | $277.2K | 0.06% | +660+72.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,594 | $282.4K | 0.00% | −378−19.2% | Reduced |
| Ossiam | 1,629 | $288.6K | 0.01% | +44+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,639 | $290.0K | 0.00% | −20−1.2% | Reduced |
| Coldstream Capital Management Inc | 1,644 | $291.2K | 0.01% | +37+2.3% | Added |
| Aigen Investment Management, LP | 1,662 | $294.4K | 0.06% | −334−16.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,671 | $296.0K | 0.16% | +136+8.9% | Added |
| Numerai GP LLC | 1,673 | $296.4K | 0.11% | +1,673 | New |
| Shelton Capital Management | 1,675 | $296.7K | 0.01% | −168−9.1% | Reduced |
| Atria Investments LLC | 1,678 | $297.2K | 0.00% | +1,678 | New |
| Laurion Capital Management LP | 1,694 | $300.1K | 0.01% | +1,694 | New |
| Chicago Capital, LLC | 1,728 | $306.1K | 0.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,744 | $308.9K | 0.03% | +1,744 | New |
| SpiderRock Advisors, LLC | 1,800 | $318.9K | 0.01% | +1,800 | New |
| Diversified Trust Co | 1,802 | $319.2K | 0.01% | +1,802 | New |
| Great Lakes Advisors, LLC | 1,815 | $321.5K | 0.00% | +812+81.0% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $322.2K | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,825 | $323.3K | 0.00% | +261+16.7% | Added |
| Truvestments Capital LLC | 1,922 | $340.5K | 0.14% | +103+5.7% | Added |
| Moody Aldrich Partners LLC | 1,935 | $342.8K | 0.07% | −1−0.1% | Reduced |
| ProShare Advisors LLC | 1,976 | $350.0K | 0.00% | −109−5.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 1,996 | $353.6K | 0.09% | +586+41.6% | Added |
| Cozad Asset Management Inc | 2,021 | $358.0K | 0.04% | −2,810−58.2% | Reduced |
| Commonwealth Equity Services, LLC | 2,039 | $361.0K | 0.00% | −178−8.0% | Reduced |
| Apollon Wealth Management, LLC | 2,054 | $363.8K | 0.01% | +185+9.9% | Added |
| Paloma Partners Management Co | 2,119 | $375.4K | 0.03% | +2,119 | New |
| DekaBank Deutsche Girozentrale | 2,193 | $378.0K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 2,201 | $389.9K | 0.12% | +2,201 | New |
| SG Americas Securities, LLC | 2,201 | $390.0K | 0.00% | +2,201 | New |
| CWM Advisors, LLC | 2,217 | $392.8K | 0.05% | +482+27.8% | Added |
| Ballentine Partners, LLC | 2,238 | $396.4K | 0.01% | +72+3.3% | Added |
| Amundi | 2,249 | $397.4K | 0.00% | −450−16.7% | Reduced |
| Panagora Asset Management Inc | 2,284 | $404.6K | 0.00% | −111,725−98.0% | Reduced |
| Boit C F David | 2,340 | $414.5K | 0.22% | +600+34.5% | Added |
| Advisory Services Network, LLC | 2,355 | $417.2K | 0.01% | +59+2.6% | Added |
| Raymond James Trust N.A. | 2,382 | $421.9K | 0.01% | −41−1.7% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $434.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,453 | $434.5K | 0.00% | +2,453 | New |
| Ethic Inc. | 2,461 | $435.9K | 0.01% | +188+8.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,489 | $440.9K | 0.02% | +1,336+115.9% | Added |
| Cantor Fitzgerald, L. P. | 2,500 | $442.9K | 0.09% | +2,500 | New |
| Welch & Forbes LLC | 2,525 | $449.6K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,547 | $451.2K | 0.02% | −50−1.9% | Reduced |
| Globeflex Capital L P | 2,600 | $460.6K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,646 | $469.0K | 0.01% | −550−17.2% | Reduced |
| Eukles Asset Management | 2,734 | $484.3K | 0.21% | −4−0.1% | Reduced |
| Sanctuary Advisors, LLC | 2,241 | $485.4K | 0.00% | +2,241 | New |
| Central Pacific Bank - Trust Division | 2,749 | $487.0K | 0.06% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,776 | $491.7K | 0.03% | −24−0.9% | Reduced |
| Qtron Investments LLC | 2,790 | $494.2K | 0.07% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,801 | $496.2K | 0.25% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,823 | $500.1K | 0.00% | −151−5.1% | Reduced |
| Brevan Howard Capital Management LP | 2,862 | $507.0K | 0.03% | +2,862 | New |
| US Bancorp | 2,905 | $514.6K | 0.00% | −2,829−49.3% | Reduced |