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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1,452 | $257.2K | 0.00% | −601−29.3% | Reduced |
| Evercore Wealth Management, LLC | 1,432 | $253.7K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 1,424 | $252.2K | 0.02% | +163+12.9% | Added |
| Petrus Trust Company, LTA | 1,423 | $252.1K | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,372 | $251.7K | 0.00% | +1,372 | New |
| Fifth Third Wealth Advisors LLC | 1,414 | $250.5K | 0.02% | +1,414 | New |
| O'Shaughnessy Asset Management, LLC | 1,335 | $236.5K | 0.00% | −86−6.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,333 | $236.1K | 0.00% | −920−40.8% | Reduced |
| Snowden Capital Advisors LLC | 1,300 | $230.3K | 0.01% | +76+6.2% | Added |
| Mercer Global Advisors Inc | 1,292 | $228.9K | 0.00% | +102+8.6% | Added |
| Advisor Group Holdings, Inc. | 1,283 | $227.3K | 0.00% | −4,650−78.4% | Reduced |
| XTX Topco Ltd | 1,261 | $223.4K | 0.02% | −550−30.4% | Reduced |
| Russell Investments Group, Ltd. | 1,257 | $222.7K | 0.00% | −125−9.0% | Reduced |
| Man Group plc | 1,226 | $217.2K | 0.00% | +1,226 | New |
| Profund Advisors LLC | 1,215 | $215.2K | 0.01% | −478−28.2% | Reduced |
| RSM US Wealth Management LLC | 1,210 | $212.4K | 0.00% | +1,210 | New |
| Wedmont Private Capital | 1,160 | $212.4K | 0.01% | +1,160 | New |
| Legacy Advisors, LLC | 1,197 | $212.0K | 0.03% | +1,197 | New |
| Captrust Financial Advisors | 1,194 | $211.5K | 0.00% | −1,202−50.2% | Reduced |
| Wendell David Associates Inc | 1,189 | $211.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,184 | $210.0K | 0.00% | +290+32.4% | Added |
| CIBC Asset Management Inc | 1,174 | $208.0K | 0.00% | −32−2.7% | Reduced |
| Ieq Capital, LLC | 1,136 | $201.2K | 0.00% | +58+5.4% | Added |
| Claret Asset Management Corp | 1,131 | $200.0K | 0.04% | +1,131 | New |
| KBC Group NV | 1,050 | $186.0K | 0.00% | +124+13.4% | Added |
| Twin Tree Management, LP | 953 | $168.8K | 0.00% | −4,396−82.2% | Reduced |
| Hamilton Capital Partners Inc. | 750 | $132.9K | 0.01% | +750 | New |
| Central Trust Co | 565 | $100.1K | 0.00% | −152−21.2% | Reduced |
| Signaturefd, LLC | 531 | $94.1K | 0.00% | +358+206.9% | Added |
| Trust Co of Vermont | 530 | $93.9K | 0.01% | +530 | New |
| Clean Yield Group | 500 | $88.6K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $85.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 453 | $80.0K | 0.00% | +123+37.3% | Added |
| 1620 Investment Advisors, Inc. | 451 | $79.9K | 0.06% | +451 | New |
| Carmichael Hill & Associates, Inc. | 450 | $79.7K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 443 | $78.5K | 0.04% | +443 | New |
| Northwestern Mutual Wealth Management Co | 434 | $76.9K | 0.00% | +124+40.0% | Added |
| Proequities, Inc. | 418 | $74.0K | 0.00% | +54+14.8% | Added |
| Fifth Third Bancorp | 386 | $68.4K | 0.00% | +6+1.6% | Added |
| Bangor Savings Bank | 380 | $67.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 338 | $59.9K | 0.00% | +114+50.9% | Added |
| Atlantic Trust, LLC | 337 | $59.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 327 | $57.9K | 0.01% | −46−12.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 325 | $57.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 228 | $54.2K | 0.00% | +187+456.1% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $53.1K | 0.01% | +300 | New |
| Leonteq Securities AG | 299 | $53.0K | 0.01% | +25+9.1% | Added |
| Y.D. More Investments Ltd | 287 | $50.8K | 0.01% | +6+2.1% | Added |
| Mendota Financial Group, LLC | 280 | $49.6K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $48.9K | 0.00% | +83+43.0% | Added |
| Massmutual Trust Co FSB | 264 | $46.8K | 0.00% | −12−4.3% | Reduced |
| Dougherty Wealth Advisers LLC | 214 | $37.9K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 214 | $37.9K | 0.01% | +47+28.1% | Added |
| Principal Securities, Inc. | 202 | $35.8K | 0.00% | +1+0.5% | Added |
| VisionPoint Advisory Group, LLC | 202 | $35.8K | 0.01% | +42+26.3% | Added |
| FinTrust Capital Advisors, LLC | 197 | $34.9K | 0.01% | +16+8.8% | Added |
| Spire Wealth Management | 192 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 188 | $33.3K | 0.01% | +165+717.4% | Added |
| Covestor Ltd | 188 | $33.0K | 0.02% | +1+0.5% | Added |
| International Assets Investment Management, LLC | 185 | $32.8K | 0.00% | +185 | New |
| Solstein Capital, LLC | 179 | $31.7K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $30.3K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $30.1K | 0.00% | −359−67.9% | Reduced |
| First Horizon Advisors, Inc. | 168 | $29.8K | 0.00% | +7+4.3% | Added |
| Lindbrook Capital, LLC | 167 | $29.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 164 | $28.6K | 0.00% | +129+368.6% | Added |
| Elequin Capital LP | 149 | $26.4K | 0.01% | +149 | New |
| Quent Capital, LLC | 146 | $25.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 135 | $23.9K | 0.00% | −24−15.1% | Reduced |
| Huntington National Bank | 135 | $23.8K | 0.00% | +114+542.9% | Added |
| Headlands Technologies LLC | 134 | $23.7K | 0.00% | +134 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $21.8K | 0.00% | −16−11.5% | Reduced |
| LGT Financial Advisors LLC | 123 | $21.8K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 121 | $21.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 119 | $21.1K | 0.00% | +1+0.8% | Added |
| Quadrant Capital Group LLC | 117 | $20.7K | 0.00% | −6−4.9% | Reduced |
| Asset Dedication, LLC | 111 | $19.7K | 0.00% | +86+344.0% | Added |
| Jones Financial Companies LLLP | 107 | $19.0K | 0.00% | +41+62.1% | Added |
| Farther Finance Advisors, LLC | 103 | $18.1K | 0.00% | +23+28.7% | Added |
| NBC Securities, Inc. | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $17.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $17.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 97 | $17.2K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 83 | $14.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 80 | $14.2K | 0.00% | −5−5.9% | Reduced |
| AdvisorNet Financial, Inc | 74 | $13.1K | 0.00% | −3−3.9% | Reduced |
| Ci Investments Inc. | 73 | $13.0K | 0.00% | −9−11.0% | Reduced |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67 | $11.9K | 0.00% | +67 | New |
| Private Trust Co NA | 67 | $11.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 64 | $11.3K | 0.00% | −5−7.2% | Reduced |
| Beacon Capital Management, LLC | 49 | $8.68K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 49 | $8.68K | 0.00% | +49 | New |
| Allworth Financial LP | 46 | $8.49K | 0.00% | +36+360.0% | Added |
| Castleview Partners, LLC | 45 | $7.97K | 0.00% | +19+73.1% | Added |
| VitalStone Financial, LLC | 45 | $7.97K | 0.01% | +45 | New |
| Frazier Financial Advisors, LLC | 43 | $7.62K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $7.00K | 0.00% | +3+7.9% | Added |
| Richardson Financial Services Inc. | 37 | $6.55K | 0.00% | 00.0% | Unchanged |