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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 367 | $64.3K | 0.00% | +29+8.6% | Added |
| Bangor Savings Bank | 380 | $66.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 405 | $71.0K | 0.00% | −64−13.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 422 | $74.0K | 0.03% | +422 | New |
| Paradigm Asset Management Co LLC | 480 | $84.2K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 488 | $85.6K | 0.03% | −23−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 491 | $86.1K | 0.00% | +356+263.7% | Added |
| Clean Yield Group | 500 | $87.7K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $87.7K | 0.00% | +500 | New |
| Northwestern Mutual Wealth Management Co | 542 | $95.0K | 0.00% | +194+55.7% | Added |
| Quest Partners LLC | 666 | $116.8K | 0.02% | +661+13,220.0% | Added |
| Venturi Wealth Management, LLC | 735 | $128.9K | 0.01% | +585+390.0% | Added |
| Hamilton Capital Partners Inc. | 774 | $135.7K | 0.01% | +24+3.2% | Added |
| Advisor Group Holdings, Inc. | 992 | $173.9K | 0.00% | −629−38.8% | Reduced |
| Proequities, Inc. | 1,025 | $187.4K | 0.01% | −96−8.6% | Reduced |
| Merit Financial Group, LLC | 1,143 | $200.4K | 0.00% | +1,143 | New |
| Claret Asset Management Corp | 1,145 | $201.0K | 0.03% | +8+0.7% | Added |
| Cresset Asset Management, LLC | 1,167 | $204.6K | 0.00% | −6,208−84.2% | Reduced |
| Wetherby Asset Management Inc | 1,168 | $204.8K | 0.01% | +174+17.5% | Added |
| O'Shaughnessy Asset Management, LLC | 1,171 | $205.3K | 0.00% | −66−5.3% | Reduced |
| Wendell David Associates Inc | 1,189 | $208.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,227 | $215.1K | 0.00% | −15,193−92.5% | Reduced |
| Rehmann Capital Advisory Group | 1,235 | $216.5K | 0.01% | +39+3.3% | Added |
| Level Wealth Management LLC | 1,250 | $219.2K | 0.15% | +1,250 | New |
| Occudo Quantitative Strategies LP | 1,259 | $220.7K | 0.04% | +1,259 | New |
| Burney Co | 1,264 | $221.6K | 0.01% | −15,263−92.4% | Reduced |
| Hancock Whitney Corp | 1,275 | $223.5K | 0.01% | −1,204−48.6% | Reduced |
| CIBC Asset Management Inc | 1,283 | $224.9K | 0.00% | +65+5.3% | Added |
| Diversified Trust Co | 1,294 | $226.9K | 0.01% | −1,505−53.8% | Reduced |
| Net Worth Advisory Group | 1,330 | $233.1K | 0.07% | −18−1.3% | Reduced |
| Ethic Inc. | 1,333 | $233.7K | 0.00% | −940−41.4% | Reduced |
| EP Wealth Advisors, LLC | 1,356 | $237.7K | 0.00% | +158+13.2% | Added |
| Empirical Asset Management, LLC | 2,275 | $239.7K | 0.08% | +2,275 | New |
| Alaska Permanent Fund Corp | 1,372 | $240.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,424 | $249.7K | 0.01% | +1,005+239.9% | Added |
| Ronald Blue Trust, Inc. | 1,425 | $249.8K | 0.00% | +1,007+240.9% | Added |
| Evercore Wealth Management, LLC | 1,432 | $251.1K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,453 | $254.7K | 0.02% | +1,453 | New |
| Blueshift Asset Management, LLC | 1,455 | $255.1K | 0.09% | +1,455 | New |
| Coldstream Capital Management Inc | 1,504 | $263.7K | 0.01% | −331−18.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,514 | $265.4K | 0.00% | +690+83.7% | Added |
| Panagora Asset Management Inc | 1,520 | $266.5K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 1,534 | $268.9K | 0.05% | −650−29.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,546 | $271.0K | 0.00% | +1,546 | New |
| Shelton Capital Management | 1,550 | $271.7K | 0.01% | −125−7.5% | Reduced |
| Commonwealth Equity Services, LLC | 1,590 | $279.0K | 0.00% | −251−13.6% | Reduced |
| SageView Advisory Group, LLC | 1,609 | $282.1K | 0.01% | −10−0.6% | Reduced |
| Intech Investment Management LLC | 1,615 | $283.1K | 0.00% | +310+23.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,644 | $288.0K | 0.00% | −11−0.7% | Reduced |
| First Trust Advisors LP | 1,674 | $293.5K | 0.00% | −1,614−49.1% | Reduced |
| Truvestments Capital LLC | 1,686 | $295.6K | 0.08% | +78+4.9% | Added |
| J2 Capital Management Inc | 1,688 | $295.9K | 0.28% | +1,688 | New |
| Two Sigma Securities, LLC | 1,698 | $297.7K | 0.05% | +1,698 | New |
| Legato Capital Management LLC | 1,713 | $300.3K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,728 | $303.0K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,742 | $305.4K | 0.06% | −183−9.5% | Reduced |
| Knollwood Investment Advisory, LLC | 1,744 | $305.8K | 0.03% | 00.0% | Unchanged |
| Quantessence Capital LLC | 1,788 | $313.5K | 0.13% | +1,788 | New |
| ExodusPoint Capital Management, LP | 1,805 | $316.0K | 0.00% | −4,520−71.5% | Reduced |
| Cadent Capital Advisors, LLC | 1,819 | $318.9K | 0.11% | 00.0% | Unchanged |
| KBC Group NV | 1,825 | $320.0K | 0.00% | +638+53.7% | Added |
| Globeflex Capital L P | 1,836 | $321.9K | 0.03% | −764−29.4% | Reduced |
| ProShare Advisors LLC | 1,862 | $326.4K | 0.00% | −1,720−48.0% | Reduced |
| Walleye Trading LLC | 1,883 | $330.1K | 0.01% | +662+54.2% | Added |
| Isthmus Partners, LLC | 1,886 | $330.7K | 0.04% | +108+6.1% | Added |
| Radnor Capital Management, LLC | 1,890 | $331.0K | 0.06% | +1,890 | New |
| Moody Aldrich Partners LLC | 1,924 | $337.3K | 0.06% | −9−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,931 | $338.5K | 0.00% | −390−16.8% | Reduced |
| Snowden Capital Advisors LLC | 1,976 | $346.4K | 0.01% | −195−9.0% | Reduced |
| Verition Fund Management LLC | 1,983 | $347.7K | 0.00% | −12,106−85.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,002 | $351.0K | 0.17% | +157+8.5% | Added |
| Axq Capital, LP | 2,018 | $353.8K | 0.16% | +2,018 | New |
| Apollon Wealth Management, LLC | 2,054 | $360.1K | 0.01% | +13+0.6% | Added |
| Cornercap Investment Counsel Inc | 2,105 | $369.0K | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,116 | $371.0K | 0.01% | −268−11.2% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $371.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,126 | $372.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,198 | $385.4K | 0.01% | +683+45.1% | Added |
| Centiva Capital, LP | 2,274 | $398.7K | 0.02% | +2,274 | New |
| Truist Financial Corp | 2,279 | $399.6K | 0.00% | −461−16.8% | Reduced |
| RSM US Wealth Management LLC | 2,373 | $405.3K | 0.01% | +598+33.7% | Added |
| Boit C F David | 2,340 | $410.2K | 0.21% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,444 | $429.0K | 0.01% | −774−24.1% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $429.5K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,480 | $435.0K | 0.02% | −4−0.2% | Reduced |
| CWM Advisors, LLC | 2,501 | $438.5K | 0.05% | +283+12.8% | Added |
| William Blair Investment Management, LLC | 2,520 | $441.8K | 0.00% | +10.0% | Added |
| Welch & Forbes LLC | 2,525 | $442.7K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 2,595 | $455.0K | 0.10% | +2,595 | New |
| Eukles Asset Management | 2,729 | $478.5K | 0.20% | −40−1.4% | Reduced |
| Gator Capital Management, LLC | 2,801 | $491.1K | 0.19% | 00.0% | Unchanged |
| American Century Companies Inc | 2,839 | $497.7K | 0.00% | −7,347−72.1% | Reduced |
| US Bancorp | 2,867 | $502.6K | 0.00% | +27+1.0% | Added |
| Cetera Investment Advisers | 2,915 | $511.1K | 0.00% | −807−21.7% | Reduced |
| Illinois Municipal Retirement Fund | 2,931 | $513.9K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,933 | $514.2K | 0.02% | −234−7.4% | Reduced |
| Portside Wealth Group, LLC | 2,938 | $515.1K | 0.09% | −10−0.3% | Reduced |
| Prudential Financial Inc | 2,899 | $519.2K | 0.00% | −713−19.7% | Reduced |
| Fiduciary Trust Co | 2,965 | $519.8K | 0.01% | +60+2.1% | Added |
| Securian Asset Management, Inc | 3,007 | $527.2K | 0.02% | −188−5.9% | Reduced |