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, Q2 2026
Institutional positions in WEX Inc. as of Jun 30, 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
- 416
- −12 vs. Q1 2026
- Shares held
- 39.7M
- +4.95M (+14.3%) vs. Q1 2026
- Total value
- $5.61B
- +$295.5M (+5.6%) vs. Q1 2026
- New holders
- 68
- 118 more added
- Sold out
- 80
- 168 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 1,428 | $201.5K | 0.05% | −92−6.1% | Reduced |
| Nykredit A/S | 1,344 | $189.6K | 0.00% | +1,344 | New |
| STRS Ohio | 1,206 | $170.2K | 0.00% | +394+48.5% | Added |
| KBC Group NV | 1,046 | $148.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,034 | $141.5K | 0.00% | +5+0.5% | Added |
| Sterling Capital Management LLC | 973 | $137.3K | 0.00% | −93−8.7% | Reduced |
| State of Wyoming | 927 | $130.8K | 0.01% | −1,437−60.8% | Reduced |
| Clearstead Advisors, LLC | 875 | $123.5K | 0.00% | +26+3.1% | Added |
| GAMMA Investing LLC | 805 | $113.6K | 0.00% | −394−32.9% | Reduced |
| MCF Advisors LLC | 784 | $110.6K | 0.00% | −434−35.6% | Reduced |
| Parkside Financial Bank & Trust | 746 | $105.3K | 0.01% | −28−3.6% | Reduced |
| Versant Capital Management, Inc | 655 | $92.4K | 0.01% | +233+55.2% | Added |
| Ares Systematic Credit Ltd | 610 | $86.1K | 0.05% | +610 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 591 | $83.4K | 0.00% | −112−15.9% | Reduced |
| Hantz Financial Services, Inc. | 587 | $83.0K | 0.00% | −329−35.9% | Reduced |
| Hilltop National Bank | 577 | $81.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 490 | $69.1K | 0.00% | −130−21.0% | Reduced |
| Paradigm Asset Management Co LLC | 480 | $67.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 487 | $66.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 459 | $64.8K | 0.00% | −15−3.2% | Reduced |
| Bayforest Capital Ltd | 425 | $60.0K | 0.06% | +252+145.7% | Added |
| Brown Brothers Harriman & Co | 402 | $56.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $53.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 371 | $52.3K | 0.00% | −1,131−75.3% | Reduced |
| Umb Bank N A | 358 | $50.5K | 0.00% | −198−35.6% | Reduced |
| Farther Finance Advisors, LLC | 314 | $44.2K | 0.00% | −417−57.0% | Reduced |
| North Star Investment Management Corp. | 300 | $42.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 294 | $41.5K | 0.00% | +177+151.3% | Added |
| First Horizon Corp | 293 | $41.3K | 0.00% | +33+12.7% | Added |
| Northwestern Mutual Wealth Management Co | 293 | $41.3K | 0.00% | +42+16.7% | Added |
| Essential Partners LLC | 286 | $40.4K | 0.02% | −1,165−80.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 251 | $35.4K | 0.00% | +1+0.4% | Added |
| National Bank of Canada | 236 | $32.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 207 | $29.2K | 0.00% | −26−11.2% | Reduced |
| Ares Financial Consulting, LLC | 198 | $27.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 185 | $26.0K | 0.00% | −8−4.1% | Reduced |
| Global Retirement Partners, LLC | 184 | $26.0K | 0.00% | +184 | New |
| Allworth Financial LP | 168 | $23.7K | 0.00% | −1,261−88.2% | Reduced |
| Los Angeles Capital Management LLC | 168 | $23.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 156 | $22.0K | 0.00% | −5−3.1% | Reduced |
| Quent Capital, LLC | 153 | $21.6K | 0.00% | −115−42.9% | Reduced |
| GWM Advisors LLC | 150 | $21.2K | 0.00% | −1,433−90.5% | Reduced |
| Core Alternative Capital | 146 | $20.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 140 | $19.8K | 0.00% | −160−53.3% | Reduced |
| Covestor Ltd | 135 | $19.0K | 0.01% | +71+110.9% | Added |
| Quarry LP | 123 | $17.4K | 0.00% | +123 | New |
| SJS Investment Consulting Inc. | 118 | $16.6K | 0.00% | −64−35.2% | Reduced |
| International Assets Investment Management, LLC | 110 | $15.7K | 0.00% | +6+5.8% | Added |
| Trust Co of Toledo NA | 108 | $15.2K | 0.00% | +108 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $14.3K | 0.00% | −146−59.1% | Reduced |
| Massmutual Trust Co FSB | 101 | $14.3K | 0.00% | −2−1.9% | Reduced |
| IFP Advisors, Inc | 98 | $13.8K | 0.00% | −227−69.8% | Reduced |
| Central Trust Co | 91 | $12.8K | 0.00% | −4−4.2% | Reduced |
| Truvestments Capital LLC | 85 | $12.0K | 0.00% | −12−12.4% | Reduced |
| Lodestone Wealth Management LLC | 74 | $10.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 73 | $9.73K | 0.00% | +73 | New |
| Wall Street Access Asset Management, LLC | 65 | $9.17K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $7.34K | 0.00% | +10+23.8% | Added |
| Frazier Financial Advisors, LLC | 43 | $6.07K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 41 | $5.79K | 0.00% | −4−8.9% | Reduced |
| Picton Mahoney Asset Management | 37 | $5.22K | 0.00% | +37 | New |
| West Paces Advisors Inc. | 37 | $5.22K | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 33 | $4.66K | 0.00% | −45−57.7% | Reduced |
| True Wealth Design, LLC | 32 | $4.51K | 0.00% | −167−83.9% | Reduced |
| Rossby Financial, LCC | 32 | $4.51K | 0.00% | +2+6.7% | Added |
| Farmers & Merchants Investments Inc | 31 | $4.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 29 | $4.09K | 0.00% | −125−81.2% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $4.09K | 0.00% | +3+11.5% | Added |
| Signature Equity Partners, LLC | 28 | $3.95K | 0.00% | −91−76.5% | Reduced |
| J.Safra Asset Management Corp | 26 | $3.67K | 0.00% | +9+52.9% | Added |
| Concord Wealth Partners | 24 | $3.39K | 0.00% | +24 | New |
| Private Trust Co NA | 23 | $3.25K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $3.10K | 0.00% | −19−46.3% | Reduced |
| Fortitude Family Office, LLC | 21 | $2.96K | 0.00% | −3−12.5% | Reduced |
| Atlantic Trust, LLC | 21 | $2.96K | 0.00% | +21 | New |
| Owl Creek Wealth Partners LLC | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $2.68K | 0.00% | −10−34.5% | Reduced |
| PFS Partners, LLC | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $2.26K | 0.00% | +7+77.8% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $1.69K | 0.00% | +5+71.4% | Added |
| ZRC Wealth Management, LLC | 11 | $1.55K | 0.00% | −34−75.6% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $1.55K | 0.00% | +11 | New |
| Manning & Napier Advisors LLC | 11 | $1.50K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9 | $1.27K | 0.00% | +1+12.5% | Added |
| MV Capital Management, Inc. | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $988 | 0.00% | −1−12.5% | Reduced |
| Investors Research Corp | 7 | $988 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $988 | 0.00% | +5+250.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $847 | 0.00% | +1+20.0% | Added |
| Cornerstone Planning Group LLC | 5 | $778 | 0.00% | −6−54.5% | Reduced |
| Rialto Wealth Management, LLC | 4 | $565 | 0.00% | −7−63.6% | Reduced |