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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 1,451 | $222.1K | 0.07% | +247+20.5% | Added |
| Venturi Wealth Management, LLC | 1,440 | $220.4K | 0.01% | +1,440 | New |
| Allworth Financial LP | 1,429 | $218.7K | 0.00% | +931+186.9% | Added |
| Inspire Advisors, LLC | 1,425 | $218.0K | 0.02% | +53+3.9% | Added |
| Beverly Hills Private Wealth, LLC | 1,382 | $211.5K | 0.04% | +1,382 | New |
| ProShare Advisors LLC | 1,375 | $210.4K | 0.00% | −1−0.1% | Reduced |
| Inceptionr LLC | 1,374 | $210.3K | 0.05% | +1,374 | New |
| Cadent Capital Advisors, LLC | 1,351 | $206.8K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,319 | $201.9K | 0.00% | +1,319 | New |
| QRG Capital Management, Inc. | 1,315 | $201.2K | 0.00% | +1,315 | New |
| Rehmann Capital Advisory Group | 1,314 | $201.1K | 0.01% | +1,314 | New |
| Advisory Services Network, LLC | 1,258 | $192.5K | 0.00% | +1,258 | New |
| MCF Advisors LLC | 1,218 | $186.4K | 0.01% | +1,218 | New |
| GAMMA Investing LLC | 1,199 | $183.5K | 0.01% | +184+18.1% | Added |
| Tower Research Capital LLC (TRC) | 1,160 | $177.5K | 0.00% | −583−33.4% | Reduced |
| Sterling Capital Management LLC | 1,066 | $163.1K | 0.00% | −798−42.8% | Reduced |
| KBC Group NV | 1,046 | $160.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,029 | $158.6K | 0.00% | +1,029 | New |
| Hantz Financial Services, Inc. | 916 | $140.0K | 0.00% | +167+22.3% | Added |
| Quadrant Capital Group LLC | 877 | $134.2K | 0.00% | +42+5.0% | Added |
| Clearstead Advisors, LLC | 849 | $129.9K | 0.00% | +399+88.7% | Added |
| STRS Ohio | 812 | $124.3K | 0.00% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 774 | $118.5K | 0.01% | +121+18.5% | Added |
| SRS Capital Advisors, Inc. | 743 | $113.6K | 0.00% | +621+509.0% | Added |
| Farther Finance Advisors, LLC | 731 | $109.9K | 0.00% | +42+6.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 703 | $107.6K | 0.00% | −3,628−83.8% | Reduced |
| Advisor Group Holdings, Inc. | 620 | $94.9K | 0.00% | +77+14.2% | Added |
| Hilltop National Bank | 577 | $88.3K | 0.02% | +36+6.7% | Added |
| Umb Bank N A | 556 | $85.1K | 0.00% | +9+1.6% | Added |
| Rothschild Investment LLC | 532 | $81.4K | 0.00% | +403+312.4% | Added |
| Smartleaf Asset Management LLC | 487 | $74.7K | 0.00% | +62+14.6% | Added |
| Paradigm Asset Management Co LLC | 480 | $73.5K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 474 | $72.5K | 0.00% | +474 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 464 | $71.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 422 | $64.6K | 0.01% | +326+339.6% | Added |
| Brown Brothers Harriman & Co | 402 | $61.5K | 0.00% | 00.0% | Unchanged |
| Cache Advisors, LLC | 389 | $59.5K | 0.01% | +389 | New |
| Bangor Savings Bank | 380 | $58.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 355 | $54.3K | 0.00% | +255+255.0% | Added |
| IFP Advisors, Inc | 325 | $49.7K | 0.00% | −46−12.4% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $45.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $45.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 275 | $42.1K | 0.02% | +275 | New |
| Quent Capital, LLC | 268 | $41.0K | 0.00% | +31+13.1% | Added |
| First Horizon Corp | 260 | $39.8K | 0.00% | +23+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 251 | $38.4K | 0.00% | −29−10.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 250 | $38.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 247 | $37.8K | 0.00% | +146+144.6% | Added |
| National Bank of Canada | 236 | $36.5K | 0.00% | +99+72.3% | Added |
| Steward Partners Investment Advisory, LLC | 233 | $35.7K | 0.00% | +133+133.0% | Added |
| Ancora Advisors, LLC | 218 | $33.4K | 0.00% | −15−6.4% | Reduced |
| True Wealth Design, LLC | 199 | $30.5K | 0.01% | +92+86.0% | Added |
| Ares Financial Consulting, LLC | 198 | $29.8K | 0.02% | +193+3,860.0% | Added |
| Huntington National Bank | 193 | $29.5K | 0.00% | +94+94.9% | Added |
| SJS Investment Consulting Inc. | 182 | $27.9K | 0.00% | +53+41.1% | Added |
| Wealth Preservation Advisors, LLC | 182 | $27.9K | 0.02% | +182 | New |
| Bayforest Capital Ltd | 173 | $26.5K | 0.03% | +173 | New |
| Los Angeles Capital Management LLC | 168 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 161 | $24.6K | 0.00% | −6−3.6% | Reduced |
| Activest Wealth Management | 154 | $23.6K | 0.00% | +3+2.0% | Added |
| Core Alternative Capital | 146 | $22.3K | 0.01% | −25−14.6% | Reduced |
| Signature Equity Partners, LLC | 119 | $18.2K | 0.01% | +91+325.0% | Added |
| Larson Financial Group LLC | 117 | $17.9K | 0.00% | +85+265.6% | Added |
| Massmutual Trust Co FSB | 103 | $15.8K | 0.00% | +2+2.0% | Added |
| International Assets Investment Management, LLC | 104 | $15.6K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 100 | $15.3K | 0.00% | +100 | New |
| Truvestments Capital LLC | 97 | $14.8K | 0.00% | −111−53.4% | Reduced |
| Central Trust Co | 95 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 78 | $11.9K | 0.00% | +11+16.4% | Added |
| Lodestone Wealth Management LLC | 74 | $11.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $10.0K | 0.01% | +7+12.3% | Added |
| Wall Street Access Asset Management, LLC | 65 | $9.55K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 45 | $6.89K | 0.00% | +3+7.1% | Added |
| ZRC Wealth Management, LLC | 45 | $6.89K | 0.00% | +45 | New |
| Frazier Financial Advisors, LLC | 43 | $6.58K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $6.43K | 0.00% | +42 | New |
| Assetmark, Inc | 41 | $6.28K | 0.00% | +15+57.7% | Added |
| Capital Advisors, Ltd. LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $4.74K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $4.51K | 0.00% | +20+200.0% | Added |
| Keating Financial Advisory Services, Inc. | 29 | $4.44K | 0.00% | +15+107.1% | Added |
| JFS Wealth Advisors, LLC | 26 | $3.98K | 0.00% | −2−7.1% | Reduced |
| Asset Dedication, LLC | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $3.67K | 0.00% | +16+200.0% | Added |
| Private Trust Co NA | 23 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 22 | $3.37K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $3.06K | 0.00% | +20 | New |
| Basecamp Wealth Advisors LLC | 19 | $2.91K | 0.00% | +1+5.6% | Added |
| PFS Partners, LLC | 18 | $2.75K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 17 | $2.60K | 0.00% | +8+88.9% | Added |
| Silver Grove Financial Group, Inc. | 16 | $2.45K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 15 | $2.30K | 0.00% | +15 | New |
| Capital Analysts, LLC | 10 | $2.00K | 0.00% | −5−33.3% | Reduced |
| JPL Wealth Management, LLC | 13 | $1.99K | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 12 | $1.84K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 11 | $1.68K | 0.00% | +7+175.0% | Added |
| Financial Management Professionals, Inc. | 11 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $1.62K | 0.00% | +4+57.1% | Added |
| Sunbelt Securities, Inc. | 10 | $1.53K | 0.00% | 00.0% | Unchanged |