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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, Q1 2025

Institutional positions in WEX Inc. as of Mar 31, 2025. 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
422
−1 vs. Q4 2024
Shares held
39.6M
−504.9K (−1.3%) vs. Q4 2024
Total value
$6.18B
−$854.7M (−12.2%) vs. Q4 2024
New holders
69
117 more added
Sold out
70
173 more reduced

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 422 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 heldQ1 2025: $6.18B
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, Q1 2025

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2024.

Institutions holding WEX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$1570.00%−99−99.0%Reduced
AdvisorNet Financial, Inc1$1570.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$1570.00%00.0%Unchanged
CoreCap Advisors, LLC1$1570.00%+1New
Rakuten Securities, Inc.1$1570.00%+1New
Private Wealth Asset Management, LLC2$3140.00%+2New
Cromwell Holdings LLC2$3140.00%+2New
SJS Investment Consulting Inc.2$3150.00%−5−71.4%Reduced
Raffa Wealth Management, LLC3$4710.00%00.0%Unchanged
Golden State Wealth Management, LLC3$4710.00%00.0%Unchanged
Global Financial Private Client, LLC3$4710.00%+1+50.0%Added
Bogart Wealth, LLC3$4710.00%+3New
CVA Family Office, LLC3$4710.00%+3New
True Wealth Design, LLC3$4720.00%−30−90.9%Reduced
Kayne Anderson Rudnick Investment Management LLC5$7850.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$7850.00%00.0%Unchanged
Tortoise Investment Management, LLC6$9420.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$9420.00%00.0%Unchanged
Nemes Rush Group LLC6$9420.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$9430.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC6$9430.00%+6New
Hantz Financial Services, Inc.9$1.00K0.00%+9New
MV Capital Management, Inc.7$1.10K0.00%−1−12.5%Reduced
EverSource Wealth Advisors, LLC8$1.26K0.00%−117−93.6%Reduced
Bare Financial Services, Inc9$1.41K0.00%+9New
First Command Advisory Services, Inc.10$1.57K0.00%+10New
Financial Management Professionals, Inc.11$1.73K0.00%00.0%Unchanged
Capital Analysts, LLC15$2.00K0.00%00.0%Unchanged
Creative Financial Designs Inc13$2.04K0.00%00.0%Unchanged
Bokf, NA13$2.04K0.00%00.0%Unchanged
Trust Co of Vermont14$2.20K0.00%−1,410−99.0%Reduced
South State Corp.14$2.20K0.00%+14New
Whittier Trust Co15$2.35K0.00%−82−84.5%Reduced
Oakworth Capital, Inc.15$2.35K0.00%+15New
JFS Wealth Advisors, LLC15$2.36K0.00%−14−48.3%Reduced
Private Trust Co NA16$2.51K0.00%+16New
West Paces Advisors Inc.17$2.67K0.00%00.0%Unchanged
Private Wealth Management Group, LLC17$2.67K0.00%+13+325.0%Added
Bruce G. Allen Investments, LLC18$2.83K0.00%−1−5.3%Reduced
Fairscale Capital, LLC19$2.98K0.00%00.0%Unchanged
Hemington Wealth Management25$3.00K0.00%+5+25.0%Added
High Note Wealth, LLC20$3.14K0.00%−3−13.0%Reduced
Larson Financial Group LLC20$3.14K0.00%+20New
Concord Wealth Partners24$3.77K0.00%00.0%Unchanged
Asset Dedication, LLC25$3.93K0.00%00.0%Unchanged
Washington Trust Co26$4.08K0.00%00.0%Unchanged
Bell Investment Advisors, Inc30$4.71K0.00%00.0%Unchanged
Versant Capital Management, Inc33$5.18K0.00%−20−37.7%Reduced
Boyd Watterson Asset Management LLC33$5.18K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc33$5.18K0.00%+15+83.3%Added
Allworth Financial LP42$5.46K0.00%00.0%Unchanged
Assetmark, Inc36$5.65K0.00%+16+80.0%Added
Capital Advisors, Ltd. LLC38$6.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC43$6.75K0.01%00.0%Unchanged
Geneos Wealth Management Inc.52$8.16K0.00%+36+225.0%Added
Spire Wealth Management53$8.32K0.00%−18−25.4%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.56$8.79K0.00%+56New
Covestor Ltd58$9.00K0.01%−68−54.0%Reduced
Huntington National Bank62$9.65K0.00%+30+93.8%Added
TCTC Holdings, LLC64$10.0K0.00%+10+18.5%Added
Signaturefd, LLC65$10.2K0.00%00.0%Unchanged
Smithfield Trust Co67$11.0K0.00%00.0%Unchanged
Compass Planning Associates Inc75$11.8K0.01%00.0%Unchanged
Parkside Financial Bank & Trust77$12.1K0.00%+27+54.0%Added
J.Safra Asset Management Corp78$12.2K0.00%+5+6.8%Added
Lindbrook Capital, LLC85$13.3K0.00%00.0%Unchanged
Headlands Technologies LLC94$14.8K0.00%+94New
Central Trust Co95$14.9K0.00%−15−13.6%Reduced
Parallel Advisors, LLC100$15.7K0.00%+2+2.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.101$15.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC104$16.3K0.00%−387−78.8%Reduced
IFP Advisors, Inc106$16.6K0.00%−4−3.6%Reduced
Rise Advisors, LLC108$17.0K0.01%−13−10.7%Reduced
Massmutual Trust Co FSB121$19.0K0.00%−157−56.5%Reduced
Ci Investments Inc.124$19.0K0.00%−6−4.6%Reduced
Quent Capital, LLC139$21.8K0.00%00.0%Unchanged
Investment Management Corp144$22.6K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.145$22.8K0.00%+119+457.7%Added
FNY Investment Advisers, LLC149$23.0K0.01%+149New
1620 Investment Advisors, Inc.157$24.7K0.02%−23−12.8%Reduced
Bryn Mawr Trust Co169$26.5K0.00%00.0%Unchanged
Core Alternative Capital171$26.9K0.01%00.0%Unchanged
Jones Financial Companies LLLP200$30.9K0.00%−48−19.4%Reduced
Danske Bank A/S200$31.4K0.00%00.0%Unchanged
GWM Advisors LLC203$31.9K0.00%−164−44.7%Reduced
Y.D. More Investments Ltd213$33.6K0.00%−1−0.5%Reduced
Dougherty Wealth Advisers LLC214$33.6K0.02%00.0%Unchanged
First Horizon Advisors, Inc.218$34.2K0.00%+36+19.8%Added
Plante Moran Financial Advisors, LLC250$39.3K0.00%−75−23.1%Reduced
Quarry LP278$43.7K0.01%+278New
Farther Finance Advisors, LLC272$43.8K0.00%+168+161.5%Added
Smartleaf Asset Management LLC299$46.2K0.00%−28−8.6%Reduced
North Star Investment Management Corp.300$47.1K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd300$47.1K0.00%+130+76.5%Added
Umb Bank N A308$48.4K0.00%+47+18.0%Added
Boston Private Wealth LLC309$48.5K0.00%+309New
Northwestern Mutual Wealth Management Co353$55.4K0.00%−189−34.9%Reduced
Bangor Savings Bank380$59.7K0.01%00.0%Unchanged
Simplex Trading, LLC400$62.0K0.00%+398+19,900.0%Added
Skopos Labs, Inc.422$66.3K0.01%+142+50.7%Added