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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, Q3 2025

Institutional positions in WEX Inc. as of Sep 30, 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
392
+10 vs. Q2 2025
Shares held
37.8M
+11.6K (0.0%) vs. Q2 2025
Total value
$5.95B
+$385.6M (+6.9%) vs. Q2 2025
New holders
48
120 more added
Sold out
38
146 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 392 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 heldQ3 2025: $5.95B
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, Q3 2025

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2025.

Institutions holding WEX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$1580.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1580.00%+1New
Horizon Investments, LLC2$3150.00%00.0%Unchanged
Rialto Wealth Management, LLC2$3160.00%00.0%Unchanged
Retirement Wealth Solutions LLC2$3160.00%+2New
Bay Harbor Wealth Management, LLC3$4720.00%00.0%Unchanged
Raffa Wealth Management, LLC3$4730.00%−48−94.1%Reduced
1620 Investment Advisors, Inc.3$4730.00%−15−83.3%Reduced
TD Private Client Wealth LLC3$4730.00%00.0%Unchanged
Golden State Wealth Management, LLC3$4730.00%00.0%Unchanged
SJS Investment Consulting Inc.3$4730.00%00.0%Unchanged
HFM Investment Advisors, LLC3$4730.00%00.0%Unchanged
Tortoise Investment Management, LLC4$6300.00%−3−42.9%Reduced
Bruce G. Allen Investments, LLC4$6300.00%00.0%Unchanged
SBI Securities Co., Ltd.4$6300.00%+4New
Private Wealth Management Group, LLC4$6310.00%00.0%Unchanged
South State Corp.5$7880.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC5$7880.00%00.0%Unchanged
Creative Financial Designs Inc6$9450.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$9450.00%00.0%Unchanged
Nemes Rush Group LLC6$9450.00%00.0%Unchanged
Cromwell Holdings LLC6$9460.00%00.0%Unchanged
Cloud Capital Management, LLC8$1.00K0.00%+8New
Huntington National Bank7$1.02K0.00%00.0%Unchanged
MV Capital Management, Inc.7$1.10K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$1.20K0.00%−1−12.5%Reduced
Bell Investment Advisors, Inc8$1.26K0.00%00.0%Unchanged
Rossby Financial, LCC8$1.28K0.00%+8New
J.Safra Asset Management Corp9$1.42K0.00%−46−83.6%Reduced
Fortitude Family Office, LLC10$1.57K0.00%+4+66.7%Added
Sunbelt Securities, Inc.10$1.57K0.00%+10New
Wealth Watch Advisors, INC10$1.57K0.00%+10New
Financial Management Professionals, Inc.11$1.73K0.00%00.0%Unchanged
High Note Wealth, LLC11$1.73K0.00%+11New
Assetmark, Inc12$1.89K0.00%−2−14.3%Reduced
Harbour Investments, Inc.12$1.89K0.00%00.0%Unchanged
Capital Analysts, LLC15$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC13$2.05K0.00%−7−35.0%Reduced
True Wealth Design, LLC14$2.21K0.00%00.0%Unchanged
Whittier Trust Co15$2.40K0.00%00.0%Unchanged
PFS Partners, LLC18$2.84K0.00%00.0%Unchanged
Spire Wealth Management19$2.99K0.00%−18−48.6%Reduced
Fairscale Capital, LLC19$2.99K0.00%00.0%Unchanged
Private Trust Co NA23$3.62K0.00%+7+43.8%Added
Concord Wealth Partners24$3.78K0.00%00.0%Unchanged
Asset Dedication, LLC25$3.94K0.00%00.0%Unchanged
Allworth Financial LP29$4.57K0.00%−19−39.6%Reduced
Farmers & Merchants Investments Inc32$5.04K0.00%+2+6.7%Added
Parallel Advisors, LLC38$5.99K0.00%−21−35.6%Reduced
Capital Advisors, Ltd. LLC38$6.00K0.00%00.0%Unchanged
Signaturefd, LLC41$6.46K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC43$6.77K0.00%00.0%Unchanged
Hemington Wealth Management49$7.00K0.00%+6+14.0%Added
Larson Financial Group LLC49$7.72K0.00%00.0%Unchanged
Covestor Ltd57$9.00K0.00%−33−36.7%Reduced
Ameriflex Group, Inc.64$10.1K0.00%+64New
Wall Street Access Asset Management, LLC65$10.2K0.00%+65New
Smithfield Trust Co67$11.0K0.00%00.0%Unchanged
Wealthspire Advisors, LLC71$11.2K0.00%+71New
Measured Wealth Private Client Group, LLC75$11.8K0.00%+75New
Quarry LP88$13.9K0.00%+88New
Simplex Trading, LLC92$14.0K0.00%+92New
Central Trust Co95$15.0K0.00%00.0%Unchanged
Root Financial Partners, LLC96$15.1K0.00%+96New
Steward Partners Investment Advisory, LLC100$15.8K0.00%+20+25.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.101$15.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB107$16.9K0.00%−21−16.4%Reduced
Rise Advisors, LLC108$17.0K0.01%−2−1.8%Reduced
Versant Capital Management, Inc111$17.5K0.00%+60+117.6%Added
IFP Advisors, Inc114$18.0K0.00%+55+93.2%Added
Farther Finance Advisors, LLC126$19.8K0.00%+33+35.5%Added
Y.D. More Investments Ltd124$19.9K0.00%−42−25.3%Reduced
Ci Investments Inc.136$21.0K0.00%+15+12.4%Added
Clearstead Advisors, LLC143$22.5K0.00%00.0%Unchanged
First Horizon Corp143$22.5K0.00%+143New
Core Alternative Capital171$26.9K0.01%00.0%Unchanged
Bryn Mawr Trust Co175$27.6K0.00%+11+6.7%Added
Quent Capital, LLC178$28.0K0.00%+178New
Essential Partners LLC187$29.5K0.01%+3+1.6%Added
GWM Advisors LLC203$32.0K0.00%00.0%Unchanged
Dougherty Wealth Advisers LLC214$33.7K0.02%00.0%Unchanged
Macquarie Group Ltd235$34.5K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd220$34.7K0.02%+173+368.1%Added
Stephenson National Bank & Trust221$34.8K0.01%+221New
Hantz Financial Services, Inc.228$36.0K0.00%+141+162.1%Added
Global Retirement Partners, LLC229$36.1K0.00%+3+1.3%Added
Plante Moran Financial Advisors, LLC250$39.4K0.00%00.0%Unchanged
Truvestments Capital LLC255$40.2K0.01%−131−33.9%Reduced
Nomura Asset Management Co Ltd300$47.3K0.00%00.0%Unchanged
North Star Investment Management Corp.300$47.3K0.00%00.0%Unchanged
Jones Financial Companies LLLP329$52.7K0.00%+119+56.7%Added
Smartleaf Asset Management LLC370$59.4K0.00%+275+289.5%Added
Bangor Savings Bank380$59.9K0.00%00.0%Unchanged
Umb Bank N A383$60.3K0.00%+7+1.9%Added
Brown Brothers Harriman & Co402$63.3K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC412$64.9K0.00%+17+4.3%Added
Parkside Financial Bank & Trust457$72.0K0.01%−1−0.2%Reduced
Paradigm Asset Management Co LLC480$75.6K0.02%00.0%Unchanged
Principal Securities, Inc.491$77.3K0.00%+93+23.4%Added
Danske Bank A/S500$78.8K0.00%00.0%Unchanged