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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
Bell Investment Advisors, Inc8$1.19K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.8$1.19K0.00%+8New
Cornerstone Planning Group LLC7$1.08K0.00%+7New
MV Capital Management, Inc.7$1.04K0.00%00.0%Unchanged
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
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
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
Bay Harbor Wealth Management, LLC4$5950.00%+1+33.3%Added
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
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
TFC Financial Management1$1490.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1490.00%+1New
Toronto Dominion Bank1$1160.00%+1New
Dunhill Financial, LLC1$1130.00%+1New
Citadel Advisors LLC0$00.00%−869,761−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−131,675−100.0%Sold out
Freestone Grove Partners LP0$00.00%−57,283−100.0%Sold out
Algert Global LLC0$00.00%−27,692−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−17,855−100.0%Sold out
Schroder Investment Management Group0$00.00%−16,642−100.0%Sold out
Eagle Rock Investment Company, LLC0$00.00%−10,196−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−10,180−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−5,414−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−5,195−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,687−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−4,164−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−2,698−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−1,525−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−1,525−100.0%Sold out
Beverly Hills Private Wealth, LLC0$00.00%−1,415−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−1,363−100.0%Sold out
CIBC Asset Management Inc0$00.00%−1,311−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−1,307−100.0%Sold out
Evercore Wealth Management, LLC0$00.00%−1,286−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,195−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−974−100.0%Sold out
Advisory Services Network, LLC0$00.00%−956−100.0%Sold out
Acadian Asset Management LLC0$00.00%−535−100.0%Sold out
Principal Securities, Inc.0$00.00%−491−100.0%Sold out
Stephenson National Bank & Trust0$00.00%−221−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−220−100.0%Sold out
Macquarie Group Ltd0$00.00%−235−100.0%Sold out
Ci Investments Inc.0$00.00%−136−100.0%Sold out
Rise Advisors, LLC0$00.00%−108−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−71−100.0%Sold out
Spire Wealth Management0$00.00%−19−100.0%Sold out
High Note Wealth, LLC0$00.00%−11−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−8−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−4−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−4−100.0%Sold out
Retirement Wealth Solutions LLC0$00.00%−2−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−1−100.0%Sold out
Cove Street Capital, LLC––––Not filed
Point72 Hong Kong Ltd––––Not filed
Wetherby Asset Management Inc––––Not filed
Shell Asset Management Co––––Not filed
Hemington Wealth Management––––Not filed