WexWEX
13F holders, Q2 2025 (June 30)386holders −37
51new positions
89sold out
9famous investors
$147.37avg. 13F price*
At the end of Q2 2025, 386 institutions reported holding Wex Inc. (WEX) in their 13F filings, down 37 from Q1 2025. 51 opened new positions and 89 sold out. The largest holders were Janus Henderson Group PLC ($568.5M), Vanguard Group Inc. ($477.4M) and BlackRock, Inc. ($454.5M). 9 famous investors held it, including John W. Rogers Jr. (0.7% of Ariel Investments's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $285.3M |
| Exits | 89 | $283.3M |
All 13F filers, Q1 2025 → Q2 2025: 3,694,278 shares bought and 5,223,222 shares sold, net −1,528,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| Janus Henderson Group PLC | 0.28% | Reduce -3.5% | 3,870,484 | $568.5M |
| Vanguard Group Inc. | 0.01% | Add +0.3% | 3,250,156 | $477.4M |
| BlackRock, Inc. | 0.01% | Reduce -5.5% | 3,094,030 | $454.5M |
| Morgan Stanley | 0.03% | Add +10.0% | 2,683,931 | $394.2M |
| Impactive Capital LP | 15.85% | Reduce -0.6% | 2,395,253 | $351.8M |
| Par Capital Management Inc. | 8.90% | Add +0.0% | 1,851,100 | $271.9M |
| Boston Partners | 0.21% | New | 1,269,136 | $187.1M |
| State Street Corp. | 0.01% | Reduce -6.3% | 1,093,072 | $160.6M |
| JPMorgan Chase & Co. | 0.01% | Add +1.7% | 1,085,795 | $159.5M |
| FMR LLC | 0.01% | Add +2.4% | 1,049,671 | $154.2M |
| River Road Asset Management, LLC | 1.72% | Add +20.9% | 797,871 | $135.4M |
| Earnest Partners LLC | 0.59% | Add +0.3% | 897,776 | $131.9M |
| Bank of America Corp. | 0.01% | Add +9.5% | 809,658 | $118.9M |
| Lyrical Asset Management LP | 1.64% | Reduce -6.5% | 772,113 | $113.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1.00% | Reduce -3.2% | 768,238 | $112.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.5% | 634,819 | $93.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -5.8% | 613,283 | $90.1M |
| Sei Investments Co. | 0.08% | Add +2.3% | 485,491 | $71.3M |
| Hawk Ridge Capital Management LP | 2.47% | Add +911.5% | 403,271 | $59.2M |
| Federated Hermes, Inc. | 0.11% | Add +6.6% | 402,123 | $59.1M |
| Ariel Investments | 0.67% | Reduce -2.7% | 401,086 | $58.9M |
| Hotchkis & Wiley Capital Management LLC | 0.18% | Add +0.9% | 385,118 | $56.6M |
| Sunriver Management LLC | 5.37% | Add +8.6% | 340,956 | $50.1M |
| Wellington Management Group LLP | 0.01% | Reduce -37.9% | 334,865 | $49.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 316,322 | $46.5M |
| Northern Trust Corp. | 0.01% | Reduce -9.7% | 300,480 | $44.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 292,628 | $43.0M |
| Norges Bank | 0.01% | Reduce -25.7% | 291,453 | $42.8M |
| Barclays PLC | 0.02% | Reduce -53.8% | 291,069 | $42.8M |
| UBS Group AG | 0.01% | Add +3.2% | 258,106 | $37.9M |
| Primecap Management Co. | 0.03% | Reduce -20.3% | 241,660 | $35.5M |
| Neuberger Berman Group LLC | 0.03% | Reduce -13.7% | 239,137 | $35.1M |
| Gotham Asset Management | 0.17% | Add +158.3% | 193,788 | $28.5M |
| Rice Hall James & Associates, LLC | 1.50% | Add +31.1% | 189,944 | $27.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.4% | 187,425 | $27.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -24.4% | 178,840 | $26.3M |
| Lakewood Capital Management, LP | 1.99% | New | 177,968 | $26.1M |
| Loomis Sayles & Co. L P | 0.03% | Add +3.1% | 168,287 | $24.7M |
| JANA Partners Management, LP | 1.21% | New | 164,029 | $24.1M |
| Snyder Capital Management L P | 0.48% | Add +3.9% | 154,399 | $22.7M |
| AQR Capital Management | 0.02% | Add +77.1% | 150,858 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.6% | 124,299 | $18.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -2.0% | 121,469 | $17.8M |
| D. E. Shaw & Co. | 0.02% | Reduce -25.0% | 120,021 | $17.6M |
| Freestone Grove Partners LP | 0.13% | New | 116,619 | $17.1M |
| Rhumbline Advisers | 0.01% | Reduce -6.6% | 107,403 | $15.8M |
| Fisher Asset Management | 0.01% | Add +0.0% | 96,642 | $14.2M |
| Point72 Asset Management | 0.04% | Add +1754.0% | 96,592 | $14.2M |
| Nuveen, LLC | 0.00% | Reduce -21.4% | 93,997 | $13.8M |
| BNP Paribas Financial Markets | 0.01% | Add +1660.4% | 93,353 | $13.7M |
| Incline Global Management LLC | 5.12% | Add +68.3% | 88,690 | $13.0M |
| Alliancebernstein L.P. | 0.00% | Add +22.2% | 87,700 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Add +26.2% | 87,530 | $12.9M |
| Hill City Capital, LP | 0.67% | No change | 85,000 | $12.5M |
| Natixis Advisors, LLC | 0.02% | Add +36.2% | 80,024 | $11.8M |
| Thompson Siegel & Walmsley LLC | 0.19% | Add +7.6% | 77,854 | $11.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.8% | 77,700 | $11.4M |
| Invesco Ltd. | 0.00% | Reduce -6.4% | 75,513 | $11.1M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.2% | 68,755 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.4% | 68,716 | $10.1M |
| Millennium Management | 0.01% | Reduce -83.5% | 68,251 | $10.0M |
| Spinnaker Trust | 0.58% | No change | 65,633 | $9.6M |
| Gator Capital Management, LLC | 3.00% | Add +2237.0% | 65,460 | $9.6M |
| Quantinno Capital Management LP | 0.04% | Add +127.3% | 62,611 | $9.2M |
| Swiss National Bank | 0.01% | No change | 62,126 | $9.1M |
| State of Wisconsin Investment Board | 0.02% | Add +11.7% | 58,656 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -17.3% | 55,675 | $8.2M |
| California Public Employees Retirement System | 0.01% | Reduce -22.7% | 54,891 | $8.1M |
| Cambiar Investors LLC | 0.32% | Add +2.4% | 52,406 | $7.7M |
| Penserra Capital Management LLC | 0.11% | Reduce -13.8% | 51,550 | $7.6M |
| Holocene Advisors, LP | 0.02% | Reduce -14.2% | 50,999 | $7.5M |
| Invenomic Capital Management LP | 0.42% | Reduce -16.4% | 50,683 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +117.2% | 47,708 | $7.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.5% | 47,563 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 44,683 | $6.6M |
| Rhino Investment Partners, Inc | 1.63% | New | 40,462 | $5.9M |
| Algert Global LLC | 0.12% | Add +1.2% | 40,161 | $5.9M |
| Williams Jones Wealth Management, LLC. | 0.07% | Reduce -36.2% | 39,171 | $5.8M |
| Gillson Capital LP | 0.41% | New | 36,400 | $5.3M |
| New South Capital Management Inc. | 0.26% | Add +2.2% | 36,286 | $5.3M |
| Verdence Capital Advisors LLC | 0.36% | Add +14.9% | 35,442 | $5.2M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.3% | 35,083 | $5.2M |
| Harbor Capital Advisors, Inc. | 0.21% | Reduce -1.8% | 33,948 | $5.0M |
| Lightrock Netherlands B.V. | 1.26% | Add +205.0% | 36,600 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -5.1% | 30,959 | $4.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.5% | 30,895 | $4.5M |
| California State Teachers Retirement System | 0.00% | Reduce -20.1% | 30,298 | $4.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.13% | Reduce -0.6% | 30,275 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 30,044 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -20.4% | 28,862 | $4.2M |
| HM Payson & Co. | 0.06% | Reduce -23.7% | 27,877 | $4.1M |
| Long Road Investment Counsel, LLC | 1.52% | Reduce -0.4% | 27,674 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.9% | 27,459 | $4.0M |
| Capital World Investors | 0.00% | New | 27,012 | $4.0M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -1.6% | 24,842 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -58.5% | 24,426 | $3.6M |
| Bank of Montreal | 0.00% | Add +9.3% | 24,244 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +22.7% | 23,660 | $3.5M |
| Quantbot Technologies LP | 0.09% | Reduce -77.9% | 22,929 | $3.4M |
| Foyston, Gordon & Payne Inc | 0.74% | Add +4.8% | 22,253 | $3.3M |
| Factorial Partners, LLC | 2.23% | Reduce -14.6% | 21,000 | $3.1M |
| Brevan Howard Capital Management LP | 0.03% | Add +76.8% | 20,943 | $3.1M |
| Comerica Bank | 0.01% | Reduce -1.9% | 20,728 | $3.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.5% | 18,560 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.0% | 18,329 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.0% | 17,031 | $2.5M |
| Henshaw Capital LLC | 0.10% | Add +34.4% | 16,631 | $2.4M |
| Martin & Co. Inc. | 0.45% | Reduce -0.8% | 16,576 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -12.6% | 15,858 | $2.3M |
| Zions Bancorporation, National Association | 0.12% | Add +0.3% | 15,713 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -5.3% | 15,680 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -2.4% | 14,903 | $2.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.12% | New | 14,898 | $2.2M |
| Palisade Capital Management, LP | 0.07% | Add +76.5% | 14,481 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +351.5% | 14,471 | $2.1M |
| Fulcrum Asset Management LLP | 0.61% | — | 14,453 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -14.8% | 14,331 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -1.2% | 13,863 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.0% | 13,720 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -1.6% | 13,649 | $2.0M |
| Numerai GP LLC | 0.29% | Add +74.4% | 13,615 | $2.0M |
| Clark Estates Inc. | 0.44% | No change | 13,300 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 13,220 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -10.9% | 12,966 | $1.9M |
| Cove Street Capital, LLC | 2.78% | Add +17.3% | 12,869 | $1.9M |
| Amundi | 0.00% | Reduce -11.5% | 12,389 | $1.9M |
| Dark Forest Capital Management LP | 0.07% | New | 12,488 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.0% | 12,177 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Add +239.8% | 12,043 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 11,822 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -15.3% | 11,533 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.2% | 11,236 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -12.8% | 10,991 | $1.6M |
| Bullseye Asset Management LLC | 0.79% | No change | 10,742 | $1.6M |
| Eagle Rock Investment Company, LLC | 0.24% | No change | 10,205 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -26.1% | 10,047 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -9.8% | 10,022 | $1.5M |
| Banc Funds Co. LLC | 0.22% | No change | 9,955 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -10.5% | 9,656 | $1.4M |
| Walleye Capital LLC | 0.01% | New | 9,630 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.0% | 9,600 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -29.1% | 9,545 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -16.8% | 9,494 | $1.4M |
| EJF Capital LP | 1.09% | No change | 9,300 | $1.4M |
| Radnor Capital Management, LLC | 0.21% | Add +58.6% | 8,840 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.4% | 8,799 | $1.3M |
| Edgestream Partners, L.P. | 0.04% | New | 8,568 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -4.9% | 8,509 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +163.9% | 8,481 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -12.3% | 8,411 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 8,275 | $1.2M |
| Formula Growth Ltd. | 0.46% | No change | 8,200 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 8,063 | $1.2M |
| Logan Capital Management Inc. | 0.05% | Reduce -12.4% | 7,972 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -2.2% | 7,951 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Reduce -23.2% | 7,944 | $1.2M |
| Lifestyle Asset Management, Inc. | 0.53% | Add +47.2% | 7,739 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.5% | 7,646 | $1.1M |
| Nebula Research & Development LLC | 0.10% | Reduce -43.5% | 7,633 | $1.1M |
| Fox Run Management, L.L.C. | 0.18% | New | 7,237 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -3.5% | 7,209 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 7,200 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +140.9% | 7,062 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.8% | 7,012 | $1.0M |
| Aurora Investment Counsel | 0.53% | Reduce -7.2% | 6,900 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +6.3% | 6,800 | $999K |
| Sepio Capital, LP | 0.07% | Add +24.2% | 6,798 | $999K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +4.7% | 6,719 | $987K |
| Marshall Wace, LLP | 0.00% | Reduce -33.1% | 6,600 | $969K |
| Quadrature Capital Ltd | 0.02% | New | 6,307 | $926K |
| Victory Capital Management Inc. | 0.00% | Reduce -12.9% | 6,294 | $925K |
| Atria Investments, Inc | 0.01% | Add +13.8% | 6,275 | $922K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +84.3% | 6,254 | $919K |
| Cerity Partners LLC | 0.00% | Reduce -37.7% | 6,232 | $915K |
| Bath Savings Trust Co | 0.09% | Reduce -51.9% | 6,154 | $904K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.6% | 5,949 | $874K |
| HSBC Holdings PLC | 0.00% | Reduce -99.1% | 5,780 | $845K |
| Jefferies Financial Group Inc. | 0.01% | New | 5,652 | $830K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -5.3% | 5,348 | $786K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 5,281 | $776K |
| Cetera Investment Advisers | 0.00% | Add +27.1% | 5,203 | $764K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -13.5% | 5,198 | $764K |
| Lighthouse Investment Partners, LLC | 0.03% | Reduce -68.0% | 5,161 | $758K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -0.9% | 5,153 | $757K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.4% | 5,066 | $744K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.7% | 4,891 | $740K |
| Prelude Capital Management, LLC | 0.07% | Reduce -14.1% | 5,006 | $735K |
| Teacher Retirement System of Texas | 0.00% | Reduce -15.8% | 4,940 | $726K |
| Tidal Investments LLC | 0.00% | Add +16.2% | 4,929 | $724K |
| Captrust Financial Advisors | 0.00% | Add +31.2% | 4,878 | $717K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.6% | 4,731 | $695K |
| Voya Investment Management LLC | 0.00% | Reduce -22.9% | 4,683 | $688K |
| Prudential Financial Inc. | 0.00% | Add +16.9% | 3,910 | $664K |
| Summit Trail Advisors, LLC | 0.01% | New | 4,495 | $660K |
| Bessemer Group Inc. | 0.00% | Add +44.9% | 4,248 | $624K |
| Empirical Asset Management, LLC | 0.19% | Add +33.7% | 4,154 | $610K |
| Xponance LLC | 0.01% | Reduce -10.7% | 4,099 | $602K |
| Mariner, LLC | 0.00% | Add +0.4% | 3,899 | $573K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -15.8% | 3,856 | $566K |
| Empowered Funds, LLC | 0.01% | Add +52.8% | 3,831 | $563K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.3% | 3,680 | $541K |
| Retirement Planning Co of New England, Inc. | 0.24% | Add +37.5% | 3,654 | $537K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -17.8% | 3,614 | $531K |
| Intech Investment Management LLC | 0.01% | Add +99.7% | 3,612 | $531K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.5% | 3,345 | $491K |
| Cwm, LLC | 0.00% | Add +5.6% | 3,341 | $491K |
| Eukles Asset Management | 0.20% | Add +1.8% | 3,283 | $482K |
| Clark Asset Management, LLC | 0.07% | New | 3,265 | $480K |
| Inspire Investing, LLC | 0.05% | Add +25.4% | 3,244 | $477K |
| William Blair Investment Management, LLC | 0.00% | Add +28.2% | 3,222 | $473K |
| Commerce Bank | 0.00% | Reduce -1.3% | 3,222 | $473K |
| American Century Companies Inc. | 0.00% | Add +1.9% | 3,205 | $471K |
| Procyon Advisors, LLC | 0.04% | Add +0.1% | 3,202 | $470K |
| Creative Planning | 0.00% | Reduce -96.4% | 3,097 | $455K |
| Pathstone Holdings, LLC | 0.00% | Reduce -14.2% | 3,090 | $454K |
| Benin Management CORP | 0.12% | No change | 3,041 | $447K |
| Portside Wealth Group, LLC | 0.06% | Add +0.3% | 2,935 | $431K |
| Fiduciary Trust Co | 0.01% | Reduce -0.1% | 2,901 | $426K |
| SG Americas Securities, LLC | 0.00% | Add +58.8% | 2,820 | $414K |
| Choreo, LLC | 0.01% | New | 2,799 | $411K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 2,737 | $402K |
| Gsa Capital Partners LLP | 0.03% | Reduce -51.8% | 2,738 | $402K |
| Truist Financial Corp. | 0.00% | Add +8.7% | 2,725 | $400K |
| Gabelli Funds LLC | 0.00% | New | 2,701 | $397K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | Reduce -15.9% | 2,698 | $396K |
| Flputnam Investment Management Co. | 0.01% | Reduce -24.9% | 2,661 | $391K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,657 | $390K |
| Focus Partners Wealth | 0.00% | Reduce -30.4% | 2,600 | $382K |
| Blue Trust, Inc. | 0.00% | Add +5.9% | 2,563 | $376K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.1% | 2,484 | $365K |
| Optimize Financial Inc. | 0.22% | Reduce -0.7% | 2,463 | $362K |
| Wilkinson Global Asset Management LLC | 0.02% | No change | 2,450 | $360K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -97.8% | 2,428 | $357K |
| Readystate Asset Management LP | 0.03% | New | 2,346 | $345K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 2,304 | $338K |
| US Bancorp \de | 0.00% | Reduce -13.6% | 2,277 | $334K |
| Syon Capital LLC | 0.02% | New | 2,196 | $323K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,193 | $319K |
| Ballentine Partners, LLC | 0.00% | Add +1.0% | 2,147 | $315K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -33.3% | 2,141 | $314K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | New | 2,140 | $314K |
| Net Worth Advisory Group | 0.07% | Add +3.4% | 2,123 | $312K |
| Sterling Capital Management LLC | 0.00% | Add +2.7% | 2,080 | $306K |
| Legato Capital Management LLC | 0.04% | Add +32.2% | 2,072 | $304K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 2,072 | $304K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | Reduce -14.0% | 2,063 | $303K |
| SageView Advisory Group, LLC | 0.01% | Add +1.4% | 1,704 | $300K |
| Shell Asset Management Co. | 0.01% | Reduce -14.7% | 2,032 | $298K |
| Cadent Capital Advisors, LLC | 0.10% | Add +11.4% | 2,026 | $298K |
| Isthmus Partners, LLC | 0.03% | Add +1.3% | 2,013 | $296K |
| Boit C F David | 0.14% | No change | 2,000 | $294K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.3% | 1,867 | $274K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,852 | $272K |
| GAMCO Investors | 0.00% | New | 1,843 | $271K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.8% | 1,558 | $269K |
| Blueshift Asset Management, LLC | 0.08% | New | 1,815 | $267K |
| Utah Retirement Systems | 0.00% | Reduce -14.6% | 1,794 | $264K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -12.1% | 1,775 | $261K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 1,744 | $256K |
| Chicago Capital, LLC | 0.01% | No change | 1,728 | $254K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 1,682 | $247K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -88.8% | 1,616 | $237K |
| Claret Asset Management Corp | 0.03% | New | 1,584 | $233K |
| Jump Financial, LLC | 0.00% | Reduce -40.1% | 1,557 | $229K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,532 | $225K |
| EP Wealth Advisors, LLC | 0.00% | Add +17.0% | 1,532 | $225K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,520 | $223K |
| MML Investors Services, LLC | 0.00% | New | 1,519 | $223K |
| ProShare Advisors LLC | 0.00% | Add +2.4% | 1,518 | $223K |
| Citadel Advisors | 0.00% | Reduce -98.9% | 1,495 | $220K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,260 | $210K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -14.9% | 1,425 | $209K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.2% | 1,409 | $207K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -1.8% | 1,369 | $201K |
| AlphaQuest LLC | 0.02% | Reduce -79.3% | 1,121 | $165K |
| KBC Group NV | 0.00% | Reduce -41.5% | 1,046 | $154K |
| GAMMA Investing LLC | 0.01% | Add +109.1% | 920 | $135K |
| Gitterman Wealth Management, LLC | 0.03% | New | 868 | $127K |
| STRS Ohio | 0.00% | New | 811 | $119K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -48.0% | 765 | $112K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 753 | $111K |
| Hilltop National Bank | 0.02% | — | 644 | $95K |
| Osaic Holdings, Inc. | 0.00% | Add +44.5% | 636 | $94K |
| MAI Capital Management | 0.00% | Reduce -3.5% | 529 | $78K |
| Danske Bank A/S | 0.00% | Add +150.0% | 500 | $73K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 480 | $71K |
| Parkside Financial Bank & Trust | 0.01% | Add +494.8% | 458 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.0% | 406 | $60K |
| Brown Brothers Harriman & Co. | 0.00% | New | 402 | $59K |
| Principal Securities, Inc. | 0.00% | Reduce -1.7% | 398 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4837.5% | 395 | $58K |
| Truvestments Capital LLC | 0.01% | Reduce -14.8% | 386 | $57K |
| Brooklyn Investment Group | 0.01% | Reduce -8.5% | 386 | $57K |
| Bangor Savings Bank | 0.01% | No change | 380 | $56K |
| UMB Bank, n.a. | 0.00% | Add +22.1% | 376 | $55K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 371 | $54K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 324 | $48K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $44K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $44K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 250 | $37K |
| Macquarie Group Ltd. | 0.00% | New | 235 | $35K |
| Global Retirement Partners, LLC | 0.00% | — | 226 | $33K |
| Legacies Wealth LLC | 0.02% | No change | 214 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +282.1% | 214 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +5.0% | 210 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 203 | $30K |
| Essential Partners LLC | 0.01% | — | 184 | $27K |
| Core Alternative Capital | 0.01% | No change | 171 | $25K |
| Y.D. More Investments Ltd | 0.00% | Reduce -22.1% | 166 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.0% | 164 | $24K |
| State of Wyoming | 0.00% | Reduce -76.4% | 160 | $24K |
| Clearstead Advisors, LLC | 0.00% | New | 143 | $21K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -34.4% | 143 | $21K |
| IFP Advisors, Inc | 0.00% | Reduce -44.3% | 59 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.8% | 128 | $19K |
| CI Investments Inc. | 0.00% | Reduce -2.4% | 121 | $18K |
| Rise Advisors, LLC | 0.01% | Add +1.9% | 110 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 101 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 95 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -68.2% | 95 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -65.8% | 93 | $14K |
| Covestor Ltd | 0.01% | Add +55.2% | 90 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +866.7% | 87 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +65.4% | 86 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.1% | 80 | $12K |
| Compass Planning Associates Inc | 0.01% | No change | 75 | $11K |
| Smithfield Trust Co | 0.00% | No change | 67 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -58.6% | 60 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -41.0% | 59 | $9K |
| J.Safra Asset Management Corp | 0.00% | Reduce -29.5% | 55 | $8K |
| Raffa Wealth Management, LLC | 0.00% | Add +1600.0% | 51 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +54.5% | 51 | $7K |
| Larson Financial Group LLC | 0.00% | Add +145.0% | 49 | $7K |
| Allworth Financial LP | 0.00% | Add +14.3% | 48 | $7K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.3% | 47 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 43 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -36.9% | 41 | $6K |
| Hemington Wealth Management | 0.00% | Add +72.0% | 43 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $6K |
| Spire Wealth Management | 0.00% | Reduce -30.2% | 37 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.1% | 30 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 25 | $4K |
| Concord Wealth Partners | 0.00% | No change | 24 | $4K |
| Fairscale Capital, LLC | 0.00% | No change | 19 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 20 | $3K |
| PFS Partners, LLC | 0.00% | New | 18 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -88.5% | 18 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 17 | $2K |
| Private Trust Co. NA | 0.00% | No change | 16 | $2K |
| Whittier Trust Co. | 0.00% | No change | 15 | $2K |
| True Wealth Design, LLC | 0.00% | Add +366.7% | 14 | $2K |
| Trust Co. of Vermont | 0.00% | No change | 14 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -61.1% | 14 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 15 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 12 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 11 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -73.3% | 8 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +33.3% | 8 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 8 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Add +16.7% | 7 | $1K |
| Huntington National Bank | 0.00% | Reduce -90.2% | 6 | $882 |
| Cromwell Holdings LLC | 0.00% | Add +200.0% | 6 | $881 |
| Fortitude Family Office, LLC | 0.00% | New | 6 | $881 |
| Creative Financial Designs Inc. | 0.00% | Reduce -53.9% | 6 | $881 |
| NFSG Corp | 0.00% | No change | 6 | $881 |
| Nemes Rush Group LLC | 0.00% | No change | 6 | $881 |
| SouthState Bank Corp | 0.00% | Reduce -64.3% | 5 | $735 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 5 | $734 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $734 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $683 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -77.8% | 4 | $588 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -76.5% | 4 | $588 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $441 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $441 |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 3 | $441 |
| TD Private Client Wealth LLC | 0.00% | New | 3 | $441 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $440 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 2 | $294 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $294 |
| Horizon Investments, LLC | 0.00% | New | 2 | $294 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $147 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $147 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1 | $147 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $147 |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.