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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Profund Advisors LLC | 1,185 | $248.5K | 0.01% | −30−2.5% | Reduced |
| Summit Trail Advisors, LLC | 1,176 | $246.6K | 0.01% | +1,176 | New |
| Oxford Asset Management LLP | 1,168 | $245.0K | 0.20% | +1,168 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,156 | $242.4K | 0.00% | +1,156 | New |
| Claret Asset Management Corp | 1,137 | $238.0K | 0.04% | +6+0.5% | Added |
| Chicago Trust Co NA | 1,130 | $237.0K | 0.04% | −435−27.8% | Reduced |
| Proequities, Inc. | 1,121 | $235.1K | 0.01% | +703+168.2% | Added |
| Wedmont Private Capital | 1,113 | $232.4K | 0.01% | −47−4.1% | Reduced |
| Danske Bank A/S | 1,100 | $230.7K | 0.00% | +1,100 | New |
| Simplex Trading, LLC | 1,082 | $226.0K | 0.01% | +1,082 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,065 | $223.4K | 0.04% | +1,065 | New |
| Inspire Advisors, LLC | 1,053 | $220.9K | 0.03% | +1,053 | New |
| Legacy Advisors, LLC | 1,048 | $219.8K | 0.02% | −149−12.4% | Reduced |
| QRG Capital Management, Inc. | 1,046 | $219.4K | 0.00% | +1,046 | New |
| United Capital Financial Advisers, LLC | 1,044 | $219.0K | 0.00% | +1,044 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,011 | $212.0K | 0.01% | +1,011 | New |
| Wetherby Asset Management Inc | 994 | $208.5K | 0.01% | +994 | New |
| International Assets Investment Management, LLC | 38,800 | $185.0K | 0.00% | +38,615+20,873.0% | Added |
| Federation des caisses Desjardins du Quebec | 824 | $172.8K | 0.00% | +824 | New |
| Hamilton Capital Partners Inc. | 750 | $157.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 511 | $107.2K | 0.03% | +511 | New |
| Fifth Third Bancorp | 506 | $106.1K | 0.00% | +120+31.1% | Added |
| Clean Yield Group | 500 | $104.9K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $104.9K | 0.04% | +50+11.1% | Added |
| Paradigm Asset Management Co LLC | 480 | $100.7K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 469 | $98.4K | 0.00% | +267+132.2% | Added |
| Trust Co of Vermont | 419 | $87.9K | 0.00% | −111−20.9% | Reduced |
| Bangor Savings Bank | 380 | $79.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 418 | $74.0K | 0.00% | +190+83.3% | Added |
| Northwestern Mutual Wealth Management Co | 348 | $73.0K | 0.00% | −86−19.8% | Reduced |
| GWM Advisors LLC | 338 | $70.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 337 | $70.7K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 327 | $68.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 325 | $68.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 324 | $68.0K | 0.00% | −129−28.5% | Reduced |
| Leonteq Securities AG | 301 | $63.1K | 0.01% | +2+0.7% | Added |
| GAMMA Investing LLC | 301 | $63.1K | 0.01% | +87+40.7% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $62.9K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 280 | $58.7K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 280 | $58.7K | 0.02% | +280 | New |
| Covestor Ltd | 277 | $58.0K | 0.04% | +89+47.3% | Added |
| Massmutual Trust Co FSB | 265 | $55.6K | 0.00% | +1+0.4% | Added |
| Smartleaf Asset Management LLC | 261 | $54.6K | 0.01% | +97+59.1% | Added |
| Dougherty Wealth Advisers LLC | 214 | $44.9K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 207 | $43.4K | 0.00% | +58+38.9% | Added |
| Global Retirement Partners, LLC | 206 | $43.2K | 0.00% | −70−25.4% | Reduced |
| FinTrust Capital Advisors, LLC | 197 | $41.3K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 230 | $41.2K | 0.00% | −57−19.9% | Reduced |
| First Horizon Advisors, Inc. | 196 | $41.1K | 0.00% | +28+16.7% | Added |
| Spire Wealth Management | 192 | $40.3K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 188 | $39.4K | 0.03% | −263−58.3% | Reduced |
| Core Alternative Capital | 171 | $35.9K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $35.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 169 | $35.4K | 0.00% | +169 | New |
| Lindbrook Capital, LLC | 167 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 158 | $33.1K | 0.00% | +41+35.0% | Added |
| Central Trust Co | 152 | $31.9K | 0.00% | −413−73.1% | Reduced |
| Venturi Wealth Management, LLC | 150 | $31.5K | 0.00% | +101+206.1% | Added |
| Quent Capital, LLC | 139 | $29.1K | 0.00% | −7−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 135 | $28.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 123 | $25.8K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 121 | $25.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 119 | $24.9K | 0.00% | +12+11.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 118 | $24.7K | 0.00% | −5−4.1% | Reduced |
| Farther Finance Advisors, LLC | 108 | $22.6K | 0.00% | +5+4.9% | Added |
| NBC Securities, Inc. | 105 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 100 | $21.0K | 0.00% | +27+37.0% | Added |
| Whittier Trust Co | 97 | $20.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 83 | $17.3K | 0.00% | −52−38.5% | Reduced |
| Parallel Advisors, LLC | 82 | $17.2K | 0.00% | +2+2.5% | Added |
| AdvisorNet Financial, Inc | 78 | $16.4K | 0.00% | +4+5.4% | Added |
| Signaturefd, LLC | 77 | $16.1K | 0.00% | −454−85.5% | Reduced |
| IFP Advisors, Inc | 69 | $14.5K | 0.00% | +5+7.8% | Added |
| Castleview Partners, LLC | 68 | $14.3K | 0.01% | +23+51.1% | Added |
| Smithfield Trust Co | 67 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 66 | $13.8K | 0.00% | −1−1.5% | Reduced |
| J.Safra Asset Management Corp | 53 | $11.1K | 0.00% | +53 | New |
| Beacon Capital Management, LLC | 49 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $9.65K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 43 | $9.02K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $8.39K | 0.00% | +21+110.5% | Added |
| Clearstead Advisors, LLC | 39 | $8.18K | 0.00% | −28−41.8% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $8.00K | 0.00% | −3−7.3% | Reduced |
| SRS Capital Advisors, Inc. | 37 | $7.76K | 0.00% | +10+37.0% | Added |
| Parkside Financial Bank & Trust | 34 | $7.13K | 0.00% | −2−5.6% | Reduced |
| Boyd Watterson Asset Management LLC | 33 | $6.92K | 0.00% | −50−60.2% | Reduced |
| Versant Capital Management, Inc | 33 | $6.92K | 0.00% | +33 | New |
| Richardson Financial Services Inc. | 37 | $6.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $6.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $6.29K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 29 | $6.08K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 28 | $5.87K | 0.00% | +7+33.3% | Added |
| Assetmark, Inc | 27 | $5.66K | 0.00% | +2+8.0% | Added |
| Asset Dedication, LLC | 25 | $5.24K | 0.00% | −86−77.5% | Reduced |
| Concord Wealth Partners | 24 | $5.03K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 24 | $5.03K | 0.00% | +24 | New |
| Brown Brothers Harriman & Co | 22 | $4.61K | 0.00% | +22 | New |
| Coppell Advisory Solutions LLC | 22 | $4.60K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 24 | $4.37K | 0.00% | 00.0% | Unchanged |