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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 1,482 | $232.7K | 0.00% | −380−20.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,472 | $231.1K | 0.00% | −42−2.8% | Reduced |
| Shelton Capital Management | 1,471 | $231.0K | 0.01% | −79−5.1% | Reduced |
| Moody Aldrich Partners LLC | 1,394 | $218.9K | 0.05% | −530−27.5% | Reduced |
| Gallacher Capital Management LLC | 1,346 | $211.3K | 0.10% | +1,346 | New |
| Wolverine Trading, LLC | 1,349 | $208.5K | 0.01% | +1,349 | New |
| O'Shaughnessy Asset Management, LLC | 1,322 | $207.6K | 0.00% | +151+12.9% | Added |
| CIBC Asset Management Inc | 1,311 | $205.9K | 0.00% | +28+2.2% | Added |
| EP Wealth Advisors, LLC | 1,309 | $205.5K | 0.00% | −47−3.5% | Reduced |
| Bridgewater Advisors Inc. | 1,546 | $203.7K | 0.02% | +1,546 | New |
| Evercore Wealth Management, LLC | 1,286 | $201.9K | 0.00% | −146−10.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,281 | $201.1K | 0.15% | +1,281 | New |
| Alaska Permanent Fund Corp | 1,372 | $178.9K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 753 | $118.2K | 0.01% | −21−2.7% | Reduced |
| State of Wyoming | 678 | $106.5K | 0.01% | +476+235.6% | Added |
| MAI Capital Management | 548 | $86.0K | 0.00% | +48+9.6% | Added |
| Clean Yield Group | 500 | $78.5K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $75.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 453 | $71.1K | 0.02% | −1,233−73.1% | Reduced |
| Principal Securities, Inc. | 405 | $71.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 440 | $69.1K | 0.01% | +193+78.1% | Added |
| Advisor Group Holdings, Inc. | 440 | $69.1K | 0.00% | −552−55.6% | Reduced |
| Skopos Labs, Inc. | 422 | $66.3K | 0.01% | +142+50.7% | Added |
| Simplex Trading, LLC | 400 | $62.0K | 0.00% | +398+19,900.0% | Added |
| Bangor Savings Bank | 380 | $59.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 353 | $55.4K | 0.00% | −189−34.9% | Reduced |
| Boston Private Wealth LLC | 309 | $48.5K | 0.00% | +309 | New |
| Umb Bank N A | 308 | $48.4K | 0.00% | +47+18.0% | Added |
| North Star Investment Management Corp. | 300 | $47.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $47.1K | 0.00% | +130+76.5% | Added |
| Smartleaf Asset Management LLC | 299 | $46.2K | 0.00% | −28−8.6% | Reduced |
| Farther Finance Advisors, LLC | 272 | $43.8K | 0.00% | +168+161.5% | Added |
| Quarry LP | 278 | $43.7K | 0.01% | +278 | New |
| Plante Moran Financial Advisors, LLC | 250 | $39.3K | 0.00% | −75−23.1% | Reduced |
| First Horizon Advisors, Inc. | 218 | $34.2K | 0.00% | +36+19.8% | Added |
| Dougherty Wealth Advisers LLC | 214 | $33.6K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $33.6K | 0.00% | −1−0.5% | Reduced |
| GWM Advisors LLC | 203 | $31.9K | 0.00% | −164−44.7% | Reduced |
| Danske Bank A/S | 200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $30.9K | 0.00% | −48−19.4% | Reduced |
| Core Alternative Capital | 171 | $26.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 169 | $26.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 157 | $24.7K | 0.02% | −23−12.8% | Reduced |
| FNY Investment Advisers, LLC | 149 | $23.0K | 0.01% | +149 | New |
| SRS Capital Advisors, Inc. | 145 | $22.8K | 0.00% | +119+457.7% | Added |
| Investment Management Corp | 144 | $22.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 139 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 124 | $19.0K | 0.00% | −6−4.6% | Reduced |
| Massmutual Trust Co FSB | 121 | $19.0K | 0.00% | −157−56.5% | Reduced |
| Rise Advisors, LLC | 108 | $17.0K | 0.01% | −13−10.7% | Reduced |
| IFP Advisors, Inc | 106 | $16.6K | 0.00% | −4−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 104 | $16.3K | 0.00% | −387−78.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $15.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $15.7K | 0.00% | +2+2.0% | Added |
| Central Trust Co | 95 | $14.9K | 0.00% | −15−13.6% | Reduced |
| Headlands Technologies LLC | 94 | $14.8K | 0.00% | +94 | New |
| Lindbrook Capital, LLC | 85 | $13.3K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 78 | $12.2K | 0.00% | +5+6.8% | Added |
| Parkside Financial Bank & Trust | 77 | $12.1K | 0.00% | +27+54.0% | Added |
| Compass Planning Associates Inc | 75 | $11.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 65 | $10.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 64 | $10.0K | 0.00% | +10+18.5% | Added |
| Huntington National Bank | 62 | $9.65K | 0.00% | +30+93.8% | Added |
| Covestor Ltd | 58 | $9.00K | 0.01% | −68−54.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | $8.79K | 0.00% | +56 | New |
| Spire Wealth Management | 53 | $8.32K | 0.00% | −18−25.4% | Reduced |
| Geneos Wealth Management Inc. | 52 | $8.16K | 0.00% | +36+225.0% | Added |
| Frazier Financial Advisors, LLC | 43 | $6.75K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 36 | $5.65K | 0.00% | +16+80.0% | Added |
| Allworth Financial LP | 42 | $5.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $5.18K | 0.00% | −20−37.7% | Reduced |
| Boyd Watterson Asset Management LLC | 33 | $5.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $5.18K | 0.00% | +15+83.3% | Added |
| Bell Investment Advisors, Inc | 30 | $4.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $4.08K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $3.93K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $3.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $3.14K | 0.00% | −3−13.0% | Reduced |
| Larson Financial Group LLC | 20 | $3.14K | 0.00% | +20 | New |
| Hemington Wealth Management | 25 | $3.00K | 0.00% | +5+25.0% | Added |
| Fairscale Capital, LLC | 19 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $2.83K | 0.00% | −1−5.3% | Reduced |
| Private Wealth Management Group, LLC | 17 | $2.67K | 0.00% | +13+325.0% | Added |
| West Paces Advisors Inc. | 17 | $2.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $2.51K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 15 | $2.36K | 0.00% | −14−48.3% | Reduced |
| Whittier Trust Co | 15 | $2.35K | 0.00% | −82−84.5% | Reduced |
| Oakworth Capital, Inc. | 15 | $2.35K | 0.00% | +15 | New |
| South State Corp. | 14 | $2.20K | 0.00% | +14 | New |
| Trust Co of Vermont | 14 | $2.20K | 0.00% | −1,410−99.0% | Reduced |
| Creative Financial Designs Inc | 13 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $2.04K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $1.57K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 9 | $1.41K | 0.00% | +9 | New |
| EverSource Wealth Advisors, LLC | 8 | $1.26K | 0.00% | −117−93.6% | Reduced |
| MV Capital Management, Inc. | 7 | $1.10K | 0.00% | −1−12.5% | Reduced |