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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, Q1 2026

Institutional positions in WEX Inc. as of Mar 31, 2026. 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
434
+12 vs. Q4 2025
Shares held
38.7M
+3.84M (+11.0%) vs. Q4 2025
Total value
$5.92B
+$727.8M (+14.0%) vs. Q4 2025
New holders
70
178 more added
Sold out
58
119 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 434 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 heldQ1 2026: $5.92B
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, Q1 2026

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2025.

Institutions holding WEX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank1$1190.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC1$1530.00%−24−96.0%Reduced
Harbour Investments, Inc.1$1530.00%−19−95.0%Reduced
Rakuten Securities, Inc.1$1530.00%+1New
Curio Wealth, LLC1$1530.00%+1New
Hughes Financial Services, LLC1$1530.00%+1New
TFC Financial Management1$1540.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$3060.00%00.0%Unchanged
HFM Investment Advisors, LLC2$3060.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$3060.00%+2New
Innovative Asset Advisors Group, LLC2$3060.00%+2New
TD Private Client Wealth LLC3$4590.00%00.0%Unchanged
Golden State Wealth Management, LLC3$4590.00%00.0%Unchanged
1620 Investment Advisors, Inc.3$4590.00%00.0%Unchanged
Dunhill Financial, LLC3$5750.00%+2+200.0%Added
Raffa Wealth Management, LLC4$6120.00%+1+33.3%Added
Horizon Investments, LLC4$6120.00%+2+100.0%Added
Private Wealth Management Group, LLC4$6130.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$7650.00%+1+25.0%Added
South State Corp.5$7660.00%00.0%Unchanged
Creative Financial Designs Inc6$9180.00%00.0%Unchanged
Cromwell Holdings LLC6$9180.00%00.0%Unchanged
Nemes Rush Group LLC6$9180.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC6$9180.00%+6New
DiNuzzo Private Wealth, Inc.6$9190.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$1.07K0.00%+3+75.0%Added
Investors Research Corp7$1.07K0.00%+7New
Retirement Wealth Solutions LLC7$1.07K0.00%+7New
Pinnacle Wealth Planning Services, Inc.8$1.22K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.8$1.22K0.00%+8New
Bell Investment Advisors, Inc8$1.23K0.00%00.0%Unchanged
MV Capital Management, Inc.8$1.23K0.00%+1+14.3%Added
First Command Advisory Services, Inc.9$1.38K0.00%00.0%Unchanged
Highline Wealth Partners LLC9$1.38K0.00%+9New
Sunbelt Securities, Inc.10$1.53K0.00%00.0%Unchanged
Cornerstone Planning Group LLC11$1.62K0.00%+4+57.1%Added
Financial Management Professionals, Inc.11$1.68K0.00%00.0%Unchanged
Rialto Wealth Management, LLC11$1.68K0.00%+7+175.0%Added
Transamerica Financial Advisors, Inc.12$1.84K0.00%+12New
JPL Wealth Management, LLC13$1.99K0.00%+13New
Capital Analysts, LLC10$2.00K0.00%−5−33.3%Reduced
Bogart Wealth, LLC15$2.30K0.00%+15New
Silver Grove Financial Group, Inc.16$2.45K0.00%+16New
J.Safra Asset Management Corp17$2.60K0.00%+8+88.9%Added
PFS Partners, LLC18$2.75K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC19$2.91K0.00%+1+5.6%Added
Owl Creek Wealth Partners LLC20$3.06K0.00%+20New
Bravera Wealth22$3.37K0.00%00.0%Unchanged
Private Trust Co NA23$3.52K0.00%00.0%Unchanged
Fortitude Family Office, LLC24$3.67K0.00%+16+200.0%Added
Asset Dedication, LLC25$3.83K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC26$3.98K0.00%−2−7.1%Reduced
Keating Financial Advisory Services, Inc.29$4.44K0.00%+15+107.1%Added
Rossby Financial, LCC30$4.51K0.00%+20+200.0%Added
Farmers & Merchants Investments Inc31$4.74K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC38$6.00K0.00%00.0%Unchanged
Assetmark, Inc41$6.28K0.00%+15+57.7%Added
CVA Family Office, LLC42$6.43K0.00%+42New
Frazier Financial Advisors, LLC43$6.58K0.00%00.0%Unchanged
Signaturefd, LLC45$6.89K0.00%+3+7.1%Added
ZRC Wealth Management, LLC45$6.89K0.00%+45New
Wall Street Access Asset Management, LLC65$9.55K0.00%00.0%Unchanged
Smithfield Trust Co67$10.0K0.00%00.0%Unchanged
Covestor Ltd64$10.0K0.01%+7+12.3%Added
Lodestone Wealth Management LLC74$11.3K0.00%00.0%Unchanged
Parallel Advisors, LLC78$11.9K0.00%+11+16.4%Added
Central Trust Co95$14.5K0.00%00.0%Unchanged
Truvestments Capital LLC97$14.8K0.00%−111−53.4%Reduced
RWM Asset Management, LLC100$15.3K0.00%+100New
International Assets Investment Management, LLC104$15.6K0.00%00.0%Unchanged
Massmutual Trust Co FSB103$15.8K0.00%+2+2.0%Added
Larson Financial Group LLC117$17.9K0.00%+85+265.6%Added
Signature Equity Partners, LLC119$18.2K0.01%+91+325.0%Added
Core Alternative Capital146$22.3K0.01%−25−14.6%Reduced
Activest Wealth Management154$23.6K0.00%+3+2.0%Added
Bryn Mawr Trust Co161$24.6K0.00%−6−3.6%Reduced
Los Angeles Capital Management LLC168$25.7K0.00%00.0%Unchanged
Bayforest Capital Ltd173$26.5K0.03%+173New
Wealth Preservation Advisors, LLC182$27.9K0.02%+182New
SJS Investment Consulting Inc.182$27.9K0.00%+53+41.1%Added
Huntington National Bank193$29.5K0.00%+94+94.9%Added
Ares Financial Consulting, LLC198$29.8K0.02%+193+3,860.0%Added
True Wealth Design, LLC199$30.5K0.01%+92+86.0%Added
Ancora Advisors, LLC218$33.4K0.00%−15−6.4%Reduced
Steward Partners Investment Advisory, LLC233$35.7K0.00%+133+133.0%Added
National Bank of Canada236$36.5K0.00%+99+72.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.247$37.8K0.00%+146+144.6%Added
Plante Moran Financial Advisors, LLC250$38.3K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co251$38.4K0.00%−29−10.4%Reduced
First Horizon Corp260$39.8K0.00%+23+9.7%Added
Quent Capital, LLC268$41.0K0.00%+31+13.1%Added
Sittner & Nelson, LLC275$42.1K0.02%+275New
Nomura Asset Management Co Ltd300$45.9K0.00%00.0%Unchanged
North Star Investment Management Corp.300$45.9K0.00%00.0%Unchanged
IFP Advisors, Inc325$49.7K0.00%−46−12.4%Reduced
Root Financial Partners, LLC355$54.3K0.00%+255+255.0%Added
Bangor Savings Bank380$58.2K0.00%00.0%Unchanged
Cache Advisors, LLC389$59.5K0.01%+389New
Brown Brothers Harriman & Co402$61.5K0.00%00.0%Unchanged
Versant Capital Management, Inc422$64.6K0.01%+326+339.6%Added