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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, Q3 2024

Institutional positions in WEX Inc. as of Sep 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
434
−6 vs. Q2 2024
Shares held
42.5M
+5.21M (+13.9%) vs. Q2 2024
Total value
$8.83B
+$2.20B (+33.3%) vs. Q2 2024
New holders
65
132 more added
Sold out
71
151 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 434 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 heldQ3 2024: $8.83B
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, Q3 2024

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2024.

Institutions holding WEX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$2100.00%+1New
Claris Advisors, LLC2$4190.00%+2New
Macroview Investment Management LLC2$4200.00%00.0%Unchanged
Voisard Asset Management Group, Inc.2$4200.00%+2New
Raffa Wealth Management, LLC3$6290.00%00.0%Unchanged
Capital Performance Advisors LLP3$6290.00%+3New
Private Wealth Management Group, LLC4$8390.00%00.0%Unchanged
Quest Partners LLC5$1.05K0.00%−9,483−99.9%Reduced
Kayne Anderson Rudnick Investment Management LLC5$1.05K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$1.05K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton5$1.05K0.00%00.0%Unchanged
Kennebec Savings Bank5$1.05K0.00%+5New
Tortoise Investment Management, LLC6$1.26K0.00%−4−40.0%Reduced
Washington Trust Co6$1.26K0.00%+6New
DiNuzzo Private Wealth, Inc.6$1.26K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$1.47K0.00%00.0%Unchanged
MV Capital Management, Inc.9$1.89K0.00%+9New
Financial Management Professionals, Inc.11$2.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2.10K0.00%00.0%Unchanged
Mather Group, LLC.11$2.31K0.00%00.0%Unchanged
Creative Financial Designs Inc13$2.73K0.00%00.0%Unchanged
Capital Analysts, LLC15$3.00K0.00%+15New
Hemington Wealth Management18$3.00K0.00%+18New
Colonial Trust Co14$3.01K0.00%+14New
Rothschild Investment LLC15$3.15K0.00%−104−87.4%Reduced
EverSource Wealth Advisors, LLC15$3.15K0.00%−2−11.8%Reduced
Geneos Wealth Management Inc.16$3.36K0.00%+16New
West Paces Advisors Inc.17$3.56K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc18$3.77K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC18$3.77K0.00%00.0%Unchanged
Citadel Advisors LLC19$3.98K0.00%−28,328−99.9%Reduced
Fairscale Capital, LLC19$3.98K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC19$3.98K0.00%+19New
Redmont Wealth Advisors LLC20$4.20K0.01%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.24$4.37K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC22$4.60K0.00%00.0%Unchanged
Brown Brothers Harriman & Co22$4.61K0.00%+22New
Concord Wealth Partners24$5.03K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC24$5.03K0.00%+24New
Asset Dedication, LLC25$5.24K0.00%−86−77.5%Reduced
Assetmark, Inc27$5.66K0.00%+2+8.0%Added
JFS Wealth Advisors, LLC28$5.87K0.00%+7+33.3%Added
Ashton Thomas Securities, LLC29$6.08K0.00%+29New
Bell Investment Advisors, Inc30$6.29K0.00%00.0%Unchanged
Colonial Trust Advisors30$6.29K0.00%00.0%Unchanged
Richardson Financial Services Inc.37$6.55K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC33$6.92K0.00%−50−60.2%Reduced
Versant Capital Management, Inc33$6.92K0.00%+33New
Parkside Financial Bank & Trust34$7.13K0.00%−2−5.6%Reduced
SRS Capital Advisors, Inc.37$7.76K0.00%+10+37.0%Added
Capital Advisors, Ltd. LLC38$8.00K0.00%−3−7.3%Reduced
Clearstead Advisors, LLC39$8.18K0.00%−28−41.8%Reduced
Umb Bank N A40$8.39K0.00%+21+110.5%Added
Frazier Financial Advisors, LLC43$9.02K0.01%00.0%Unchanged
Allworth Financial LP46$9.65K0.00%00.0%Unchanged
Beacon Capital Management, LLC49$10.3K0.00%00.0%Unchanged
J.Safra Asset Management Corp53$11.1K0.00%+53New
Private Trust Co NA66$13.8K0.00%−1−1.5%Reduced
Smithfield Trust Co67$14.0K0.00%00.0%Unchanged
Castleview Partners, LLC68$14.3K0.01%+23+51.1%Added
IFP Advisors, Inc69$14.5K0.00%+5+7.8%Added
Signaturefd, LLC77$16.1K0.00%−454−85.5%Reduced
AdvisorNet Financial, Inc78$16.4K0.00%+4+5.4%Added
Parallel Advisors, LLC82$17.2K0.00%+2+2.5%Added
Huntington National Bank83$17.3K0.00%−52−38.5%Reduced
Whittier Trust Co97$20.3K0.00%00.0%Unchanged
Ci Investments Inc.100$21.0K0.00%+27+37.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.101$21.2K0.00%00.0%Unchanged
NBC Securities, Inc.105$22.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC108$22.6K0.00%+5+4.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC118$24.7K0.00%−5−4.1%Reduced
Jones Financial Companies LLLP119$24.9K0.00%+12+11.2%Added
Rise Advisors, LLC121$25.4K0.01%00.0%Unchanged
LGT Financial Advisors LLC123$25.8K0.06%00.0%Unchanged
Steward Partners Investment Advisory, LLC135$28.3K0.00%00.0%Unchanged
Quent Capital, LLC139$29.1K0.00%−7−4.8%Reduced
Venturi Wealth Management, LLC150$31.5K0.00%+101+206.1%Added
Central Trust Co152$31.9K0.00%−413−73.1%Reduced
Quadrant Capital Group LLC158$33.1K0.00%+41+35.0%Added
Lindbrook Capital, LLC167$35.0K0.00%00.0%Unchanged
Bryn Mawr Trust Co169$35.4K0.00%+169New
Nomura Asset Management Co Ltd170$35.7K0.00%00.0%Unchanged
Core Alternative Capital171$35.9K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.188$39.4K0.03%−263−58.3%Reduced
Spire Wealth Management192$40.3K0.00%00.0%Unchanged
First Horizon Advisors, Inc.196$41.1K0.00%+28+16.7%Added
Y.D. More Investments Ltd230$41.2K0.00%−57−19.9%Reduced
FinTrust Capital Advisors, LLC197$41.3K0.01%00.0%Unchanged
Global Retirement Partners, LLC206$43.2K0.00%−70−25.4%Reduced
Elequin Capital LP207$43.4K0.00%+58+38.9%Added
Dougherty Wealth Advisers LLC214$44.9K0.04%00.0%Unchanged
Smartleaf Asset Management LLC261$54.6K0.01%+97+59.1%Added
Massmutual Trust Co FSB265$55.6K0.00%+1+0.4%Added
Covestor Ltd277$58.0K0.04%+89+47.3%Added
Mendota Financial Group, LLC280$58.7K0.03%00.0%Unchanged
Skopos Labs, Inc.280$58.7K0.02%+280New
Catalyst Funds Management Pty Ltd300$62.9K0.01%00.0%Unchanged
Leonteq Securities AG301$63.1K0.01%+2+0.7%Added
GAMMA Investing LLC301$63.1K0.01%+87+40.7%Added
CWM, LLC324$68.0K0.00%−129−28.5%Reduced