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.
| 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 2025
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 1,488 | $221.7K | 0.04% | +1,488 | New |
| Assenagon Asset Management S.A. | 1,482 | $220.8K | 0.00% | +1,482 | New |
| Empowered Funds, LLC | 1,471 | $219.2K | 0.00% | −27,873−95.0% | Reduced |
| David Loasby | 1,293 | $208.0K | 0.01% | −69−5.1% | Reduced |
| ProShare Advisors LLC | 1,376 | $205.0K | 0.00% | −82−5.6% | Reduced |
| Inspire Advisors, LLC | 1,372 | $204.4K | 0.02% | −7−0.5% | Reduced |
| Cadent Capital Advisors, LLC | 1,351 | $201.3K | 0.05% | −188−12.2% | Reduced |
| Essential Partners LLC | 1,204 | $179.4K | 0.06% | +1,017+543.9% | Added |
| EverSource Wealth Advisors, LLC | 1,087 | $161.9K | 0.01% | +675+163.8% | Added |
| Boit C F David | 1,000 | $161.9K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 1,046 | $156.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,015 | $151.2K | 0.01% | −26−2.5% | Reduced |
| Quadrant Capital Group LLC | 835 | $124.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 813 | $121.1K | 0.00% | +1+0.1% | Added |
| Hantz Financial Services, Inc. | 749 | $112.0K | 0.00% | +521+228.5% | Added |
| Federation des caisses Desjardins du Quebec | 716 | $106.7K | 0.00% | −36−4.8% | Reduced |
| Farther Finance Advisors, LLC | 689 | $102.6K | 0.00% | +563+446.8% | Added |
| Parkside Financial Bank & Trust | 653 | $97.3K | 0.01% | +196+42.9% | Added |
| MAI Capital Management | 551 | $82.1K | 0.00% | +26+5.0% | Added |
| Umb Bank N A | 547 | $81.5K | 0.00% | +164+42.8% | Added |
| Advisor Group Holdings, Inc. | 543 | $80.9K | 0.00% | −126−18.8% | Reduced |
| Hilltop National Bank | 541 | $80.6K | 0.02% | −103−16.0% | Reduced |
| Kestra Advisory Services, LLC | 535 | $79.7K | 0.00% | +535 | New |
| Danske Bank A/S | 500 | $74.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 498 | $74.2K | 0.00% | +469+1,617.2% | Added |
| Paradigm Asset Management Co LLC | 480 | $71.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 464 | $69.1K | 0.01% | −246−34.6% | Reduced |
| Clearstead Advisors, LLC | 450 | $67.0K | 0.00% | +307+214.7% | Added |
| Smartleaf Asset Management LLC | 425 | $64.3K | 0.00% | +55+14.9% | Added |
| Brown Brothers Harriman & Co | 402 | $59.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $56.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 371 | $55.3K | 0.00% | +257+225.4% | Added |
| Nomura Asset Management Co Ltd | 300 | $44.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $44.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 280 | $41.7K | 0.00% | −269−49.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 250 | $37.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 237 | $35.3K | 0.00% | +59+33.1% | Added |
| First Horizon Corp | 237 | $35.3K | 0.00% | +94+65.7% | Added |
| Jones Financial Companies LLLP | 236 | $35.2K | 0.00% | −93−28.3% | Reduced |
| Ancora Advisors, LLC | 233 | $34.7K | 0.00% | +233 | New |
| Dougherty Wealth Advisers LLC | 214 | $31.9K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 208 | $31.0K | 0.01% | −47−18.4% | Reduced |
| GWM Advisors LLC | 203 | $30.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 179 | $26.7K | 0.00% | −50−21.8% | Reduced |
| Core Alternative Capital | 171 | $25.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 168 | $25.5K | 0.00% | +168 | New |
| Bryn Mawr Trust Co | 167 | $24.9K | 0.00% | −8−4.6% | Reduced |
| Activest Wealth Management | 151 | $22.5K | 0.00% | +151 | New |
| National Bank of Canada | 137 | $20.4K | 0.00% | +137 | New |
| SJS Investment Consulting Inc. | 129 | $19.2K | 0.00% | +126+4,200.0% | Added |
| Rothschild Investment LLC | 129 | $19.2K | 0.00% | +129 | New |
| SRS Capital Advisors, Inc. | 122 | $18.2K | 0.00% | −1,857−93.8% | Reduced |
| Flagship Harbor Advisors, LLC | 120 | $17.9K | 0.00% | +120 | New |
| Quarry LP | 109 | $16.2K | 0.00% | +21+23.9% | Added |
| True Wealth Design, LLC | 107 | $15.9K | 0.00% | +93+664.3% | Added |
| International Assets Investment Management, LLC | 104 | $15.5K | 0.00% | +104 | New |
| Massmutual Trust Co FSB | 101 | $15.0K | 0.00% | −6−5.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 100 | $14.9K | 0.00% | +4+4.2% | Added |
| Huntington National Bank | 99 | $14.7K | 0.00% | +92+1,314.3% | Added |
| Versant Capital Management, Inc | 96 | $14.3K | 0.00% | −15−13.5% | Reduced |
| Central Trust Co | 95 | $14.2K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 74 | $11.0K | 0.00% | +74 | New |
| Smithfield Trust Co | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 67 | $9.98K | 0.00% | +29+76.3% | Added |
| Wall Street Access Asset Management, LLC | 65 | $9.68K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 62 | $9.24K | 0.00% | −62−50.0% | Reduced |
| Covestor Ltd | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 52 | $7.75K | 0.00% | −40−43.5% | Reduced |
| Frazier Financial Advisors, LLC | 43 | $6.41K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $6.26K | 0.00% | +1+2.4% | Added |
| Capital Advisors, Ltd. LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 32 | $4.77K | 0.00% | −32−50.0% | Reduced |
| Larson Financial Group LLC | 32 | $4.77K | 0.00% | −17−34.7% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $4.62K | 0.00% | −1−3.1% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $4.17K | 0.00% | +15+115.4% | Added |
| Signature Equity Partners, LLC | 28 | $4.17K | 0.00% | +28 | New |
| Assetmark, Inc | 26 | $3.87K | 0.00% | +14+116.7% | Added |
| Measured Wealth Private Client Group, LLC | 25 | $3.73K | 0.00% | −50−66.7% | Reduced |
| Asset Dedication, LLC | 25 | $3.73K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $3.58K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 23 | $3.43K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 22 | $3.28K | 0.00% | +22 | New |
| Harbour Investments, Inc. | 20 | $2.98K | 0.00% | +8+66.7% | Added |
| Fairscale Capital, LLC | 19 | $2.83K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 18 | $2.68K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 18 | $2.68K | 0.00% | +18 | New |
| Whittier Trust Co | 15 | $2.28K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $2.09K | 0.00% | +14 | New |
| Capital Analysts, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 12 | $1.79K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $1.49K | 0.00% | +2+25.0% | Added |
| J.Safra Asset Management Corp | 9 | $1.34K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $1.34K | 0.00% | +9 | New |
| Elyxium Wealth, LLC | 9 | $1.34K | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 8 | $1.19K | 0.00% | −2−20.0% | Reduced |