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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, Q4 2025

Institutional positions in WEX Inc. as of Dec 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
428
+41 vs. Q3 2025
Shares held
38.4M
+707.2K (+1.9%) vs. Q3 2025
Total value
$5.73B
−$213.8M (−3.6%) vs. Q3 2025
New holders
79
129 more added
Sold out
38
149 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 428 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 heldQ4 2025: $5.73B
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, Q4 2025

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2025.

Institutions holding WEX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dunhill Financial, LLC1$1130.00%+1New
Toronto Dominion Bank1$1160.00%+1New
TFC Financial Management1$1490.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1490.00%+1New
HFM Investment Advisors, LLC2$2980.00%−1−33.3%Reduced
Horizon Investments, LLC2$2980.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$2980.00%+2New
TD Private Client Wealth LLC3$4470.00%00.0%Unchanged
Raffa Wealth Management, LLC3$4470.00%00.0%Unchanged
Golden State Wealth Management, LLC3$4470.00%00.0%Unchanged
1620 Investment Advisors, Inc.3$4470.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC4$5950.00%+1+33.3%Added
Private Wealth Management Group, LLC4$5960.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$5960.00%00.0%Unchanged
Rialto Wealth Management, LLC4$5960.00%+2+100.0%Added
South State Corp.5$7450.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC5$7450.00%00.0%Unchanged
Torren Management, LLC5$7450.00%+5New
Ares Financial Consulting, LLC5$7450.00%+5New
DiNuzzo Private Wealth, Inc.6$8940.00%−1−14.3%Reduced
Cromwell Holdings LLC6$8940.00%00.0%Unchanged
Creative Financial Designs Inc6$8940.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$8940.00%00.0%Unchanged
Nemes Rush Group LLC6$8940.00%00.0%Unchanged
MV Capital Management, Inc.7$1.04K0.00%00.0%Unchanged
Cornerstone Planning Group LLC7$1.08K0.00%+7New
Fortitude Family Office, LLC8$1.19K0.00%−2−20.0%Reduced
Bell Investment Advisors, Inc8$1.19K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.8$1.19K0.00%+8New
J.Safra Asset Management Corp9$1.34K0.00%00.0%Unchanged
First Command Advisory Services, Inc.9$1.34K0.00%+9New
Elyxium Wealth, LLC9$1.34K0.00%+9New
Sunbelt Securities, Inc.10$1.49K0.00%00.0%Unchanged
Wealth Watch Advisors, INC10$1.49K0.00%00.0%Unchanged
Rossby Financial, LCC10$1.49K0.00%+2+25.0%Added
Financial Management Professionals, Inc.11$1.64K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.12$1.79K0.00%+12New
Capital Analysts, LLC15$2.00K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.14$2.09K0.00%+14New
Whittier Trust Co15$2.28K0.00%00.0%Unchanged
PFS Partners, LLC18$2.68K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC18$2.68K0.00%+18New
Fairscale Capital, LLC19$2.83K0.00%00.0%Unchanged
Harbour Investments, Inc.20$2.98K0.00%+8+66.7%Added
Bravera Wealth22$3.28K0.00%+22New
Private Trust Co NA23$3.43K0.00%00.0%Unchanged
Concord Wealth Partners24$3.58K0.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC25$3.73K0.00%−50−66.7%Reduced
Asset Dedication, LLC25$3.73K0.00%00.0%Unchanged
Assetmark, Inc26$3.87K0.00%+14+116.7%Added
Signature Equity Partners, LLC28$4.17K0.00%+28New
JFS Wealth Advisors, LLC28$4.17K0.00%+15+115.4%Added
Farmers & Merchants Investments Inc31$4.62K0.00%−1−3.1%Reduced
Ameriflex Group, Inc.32$4.77K0.00%−32−50.0%Reduced
Larson Financial Group LLC32$4.77K0.00%−17−34.7%Reduced
Capital Advisors, Ltd. LLC38$6.00K0.00%00.0%Unchanged
Signaturefd, LLC42$6.26K0.00%+1+2.4%Added
Frazier Financial Advisors, LLC43$6.41K0.00%00.0%Unchanged
Simplex Trading, LLC52$7.75K0.00%−40−43.5%Reduced
Covestor Ltd57$9.00K0.00%00.0%Unchanged
Y.D. More Investments Ltd62$9.24K0.00%−62−50.0%Reduced
Wall Street Access Asset Management, LLC65$9.68K0.00%00.0%Unchanged
Parallel Advisors, LLC67$9.98K0.00%+29+76.3%Added
Smithfield Trust Co67$10.0K0.00%00.0%Unchanged
Lodestone Wealth Management LLC74$11.0K0.00%+74New
Central Trust Co95$14.2K0.00%00.0%Unchanged
Versant Capital Management, Inc96$14.3K0.00%−15−13.5%Reduced
Huntington National Bank99$14.7K0.00%+92+1,314.3%Added
Steward Partners Investment Advisory, LLC100$14.9K0.00%00.0%Unchanged
Root Financial Partners, LLC100$14.9K0.00%+4+4.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.101$15.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB101$15.0K0.00%−6−5.6%Reduced
International Assets Investment Management, LLC104$15.5K0.00%+104New
True Wealth Design, LLC107$15.9K0.00%+93+664.3%Added
Quarry LP109$16.2K0.00%+21+23.9%Added
Flagship Harbor Advisors, LLC120$17.9K0.00%+120New
SRS Capital Advisors, Inc.122$18.2K0.00%−1,857−93.8%Reduced
Rothschild Investment LLC129$19.2K0.00%+129New
SJS Investment Consulting Inc.129$19.2K0.00%+126+4,200.0%Added
National Bank of Canada137$20.4K0.00%+137New
Activest Wealth Management151$22.5K0.00%+151New
Bryn Mawr Trust Co167$24.9K0.00%−8−4.6%Reduced
Los Angeles Capital Management LLC168$25.5K0.00%+168New
Core Alternative Capital171$25.5K0.01%00.0%Unchanged
Global Retirement Partners, LLC179$26.7K0.00%−50−21.8%Reduced
GWM Advisors LLC203$30.2K0.00%00.0%Unchanged
Truvestments Capital LLC208$31.0K0.01%−47−18.4%Reduced
Dougherty Wealth Advisers LLC214$31.9K0.02%00.0%Unchanged
Ancora Advisors, LLC233$34.7K0.00%+233New
Jones Financial Companies LLLP236$35.2K0.00%−93−28.3%Reduced
Quent Capital, LLC237$35.3K0.00%+59+33.1%Added
First Horizon Corp237$35.3K0.00%+94+65.7%Added
Plante Moran Financial Advisors, LLC250$37.2K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co280$41.7K0.00%−269−49.0%Reduced
Nomura Asset Management Co Ltd300$44.7K0.00%00.0%Unchanged
North Star Investment Management Corp.300$44.7K0.00%00.0%Unchanged
IFP Advisors, Inc371$55.3K0.00%+257+225.4%Added
Bangor Savings Bank380$56.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co402$59.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC425$64.3K0.00%+55+14.9%Added