WEX

WEX INC
USCUSIP 96208T104
Institutional Owners
159
+18 QoQ
13F Value Held
$1.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)66 adding · 27 trimming
Insider net (180d)+$0
Price history not yet available for WEX.

Top institutional holders

159 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD CAPITAL MANAGEMENT LLC
$236.1M
1.54MNewQ1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$227.1M
1.48MNewQ1 2026
3STATE STREET CORP
$167.0M
1.09MAddedQ1 2026
4EARNEST PARTNERS LLC
$135.1M
883.0KNewQ1 2026
5LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
$59.3M
372.0KAddedQ1 2026
6Gotham Asset Management, LLC
$57.4M
375.0KAddedQ1 2026
7SNYDER CAPITAL MANAGEMENT L P
$56.7M
370.7KAddedQ1 2026
8ARIEL INVESTMENTS, LLC
$42.8M
287.2KNewQ4 2025
9NEW SOUTH CAPITAL MANAGEMENT INC
$38.1M
248.8KReducedQ1 2026
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$36.2M
236.6KReducedQ1 2026
11VANGUARD FIDUCIARY TRUST CO
$32.7M
213.7KNewQ1 2026
12RICE HALL JAMES & ASSOCIATES, LLC
$27.6M
180.3KAddedQ1 2026
13HAWK RIDGE CAPITAL MANAGEMENT LP
$25.0M
163.5KReducedQ1 2026
14Point72 Asset Management, L.P.
$18.3M
122.8KAddedQ4 2025
15IEQ CAPITAL, LLC
$16.5M
108.0KAddedQ1 2026
16SPINNAKER TRUST
$10.1M
66.0KHeldQ1 2026
17Bridgewater Associates, LP
$8.6M
57.9KAddedQ4 2025
18Crossmark Global Holdings, Inc.
$6.4M
41.7KAddedQ1 2026
19Caption Management, LLC
$6.1M
40.0KNewQ1 2026
20CAMBIAR INVESTORS LLC
$4.9M
31.9KReducedQ1 2026
21STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
$4.6M
30.1KHeldQ1 2026
22CWM, LLC
$4.4M
28.9KAddedQ1 2026
23Williams Jones Wealth Management, LLC.
$4.3M
28.0KReducedQ1 2026
24Dana Investment Advisors, Inc.
$3.8M
24.6KReducedQ1 2026
25SEIZERT CAPITAL PARTNERS, LLC
$3.7M
24.3KNewQ1 2026

Fund activity — latest quarter

Opened (NEW)
19
funds
Added
47
funds
Reduced
27
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

149 funds+146 since Q2 2022
075149Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $1.0B

Funds that own WEX also own

CompanyCo-held byCombined value
Microsoft CorporationMSFT146 funds$172.6B
Jpmorgan Chase & CoJPM144 funds$56.0B
Alphabet Inc. Class AGOOGL143 funds$105.4B
Broadcom LimitedAVGO142 funds$90.2B
Meta Platforms, Inc.META142 funds$76.8B
Lilly Eli & CoLLY142 funds$47.7B
Apple Inc.AAPL141 funds$225.2B
Amazon.com, Inc.AMZN141 funds$126.5B
Visa Inc-Class A SharesV141 funds$37.3B
Mastercard Inc-Class AMA141 funds$29.6B
Costco Wholesale CorporationCOST141 funds$28.9B
Bank of America Corp.BAC141 funds$20.6B

Ranked by how many of WEX's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.