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, Q4 2024
Institutional positions in WEX Inc. as of Dec 31, 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
- 431
- +6 vs. Q3 2024
- Shares held
- 40.3M
- −2.14M (−5.1%) vs. Q3 2024
- Total value
- $7.06B
- −$1.73B (−19.7%) vs. Q3 2024
- New holders
- 64
- 121 more added
- Sold out
- 58
- 173 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 2 | $0 | 0.00% | −1,080−99.8% | Reduced |
| AdvisorNet Financial, Inc | 1 | $175 | 0.00% | −77−98.7% | Reduced |
| Transce3nd, LLC | 1 | $175 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $175 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $351 | 0.00% | +2 | New |
| Sierra Ocean, LLC | 2 | $351 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $526 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $526 | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 4 | $702 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $877 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $877 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $877 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $1.05K | 0.00% | +6 | New |
| Nemes Rush Group LLC | 6 | $1.05K | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 7 | $1.23K | 0.00% | −3−30.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $1.40K | 0.00% | −1−11.1% | Reduced |
| Rothschild Investment LLC | 10 | $1.75K | 0.00% | −5−33.3% | Reduced |
| Mather Group, LLC. | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $2.21K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17 | $2.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 20 | $3.00K | 0.00% | +2+11.1% | Added |
| Farmers & Merchants Investments Inc | 18 | $3.16K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 19 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $3.33K | 0.00% | +1+5.6% | Added |
| Leonteq Securities AG | 20 | $3.51K | 0.00% | −281−93.4% | Reduced |
| Assetmark, Inc | 20 | $3.51K | 0.00% | −7−25.9% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 24 | $3.70K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $3.75K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $4.03K | 0.00% | +23 | New |
| Concord Wealth Partners | 24 | $4.21K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $4.56K | 0.00% | +20+333.3% | Added |
| SRS Capital Advisors, Inc. | 26 | $4.56K | 0.00% | −11−29.7% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $5.08K | 0.00% | +1+3.6% | Added |
| Bell Investment Advisors, Inc | 30 | $5.26K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $5.51K | 0.00% | −51−61.4% | Reduced |
| Boyd Watterson Asset Management LLC | 33 | $5.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $5.79K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 43 | $7.34K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $7.68K | 0.00% | −4−8.7% | Reduced |
| Clearstead Advisors, LLC | 44 | $7.71K | 0.00% | +5+12.8% | Added |
| Beacon Capital Management, LLC | 49 | $8.59K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 50 | $8.77K | 0.01% | +50 | New |
| Parkside Financial Bank & Trust | 50 | $8.77K | 0.00% | +16+47.1% | Added |
| Versant Capital Management, Inc | 53 | $9.29K | 0.00% | +20+60.6% | Added |
| TCTC Holdings, LLC | 54 | $9.47K | 0.00% | +54 | New |
| Signaturefd, LLC | 65 | $11.4K | 0.00% | −12−15.6% | Reduced |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 71 | $12.4K | 0.00% | −121−63.0% | Reduced |
| J.Safra Asset Management Corp | 73 | $12.5K | 0.00% | +20+37.7% | Added |
| Compass Planning Associates Inc | 75 | $13.1K | 0.01% | +75 | New |
| Colonial Trust Co | 82 | $14.4K | 0.00% | +68+485.7% | Added |
| Lindbrook Capital, LLC | 85 | $14.9K | 0.00% | −82−49.1% | Reduced |
| Whittier Trust Co | 97 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 98 | $17.2K | 0.00% | +16+19.5% | Added |
| Clear Street Markets LLC | 100 | $17.5K | 0.01% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $17.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 104 | $18.2K | 0.00% | −4−3.7% | Reduced |
| IFP Advisors, Inc | 110 | $19.3K | 0.00% | +41+59.4% | Added |
| Central Trust Co | 110 | $19.3K | 0.00% | −42−27.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $19.8K | 0.00% | −5−4.2% | Reduced |
| Rise Advisors, LLC | 121 | $21.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 123 | $21.6K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 125 | $21.9K | 0.00% | +110+733.3% | Added |
| Covestor Ltd | 126 | $22.0K | 0.01% | −151−54.5% | Reduced |
| Global Retirement Partners, LLC | 130 | $22.8K | 0.00% | −76−36.9% | Reduced |
| Ci Investments Inc. | 130 | $23.0K | 0.00% | +30+30.0% | Added |
| Essex Investment Management Co LLC | 137 | $24.0K | 0.00% | −190−58.1% | Reduced |
| Quent Capital, LLC | 139 | $24.4K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 144 | $25.2K | 0.02% | +144 | New |
| Mendota Financial Group, LLC | 150 | $26.3K | 0.02% | −130−46.4% | Reduced |
| Bryn Mawr Trust Co | 169 | $29.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $29.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $30.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 180 | $31.6K | 0.02% | −8−4.3% | Reduced |
| First Horizon Advisors, Inc. | 182 | $31.9K | 0.00% | −14−7.1% | Reduced |
| Danske Bank A/S | 200 | $35.1K | 0.00% | −900−81.8% | Reduced |
| State of Wyoming | 202 | $35.4K | 0.00% | +202 | New |
| Dougherty Wealth Advisers LLC | 214 | $37.5K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 214 | $37.5K | 0.00% | −16−7.0% | Reduced |
| GAMMA Investing LLC | 247 | $43.3K | 0.00% | −54−17.9% | Reduced |
| Jones Financial Companies LLLP | 248 | $43.5K | 0.00% | +129+108.4% | Added |
| Umb Bank N A | 261 | $45.8K | 0.00% | +221+552.5% | Added |
| Quadrant Capital Group LLC | 272 | $47.7K | 0.00% | +114+72.2% | Added |
| Massmutual Trust Co FSB | 278 | $48.7K | 0.00% | +13+4.9% | Added |
| Skopos Labs, Inc. | 280 | $49.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $52.6K | 0.00% | +300 | New |
| Smartleaf Asset Management LLC | 327 | $55.8K | 0.01% | +66+25.3% | Added |
| Plante Moran Financial Advisors, LLC | 325 | $57.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 337 | $59.1K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 348 | $61.0K | 0.00% | −40,522−99.1% | Reduced |