WexWEX
13F holders, Q3 2025 (September 30)392holders +6
46new positions
37sold out
9famous investors
$157.54avg. 13F price*
At the end of Q3 2025, 392 institutions reported holding Wex Inc. (WEX) in their 13F filings, up 6 from Q2 2025. 46 opened new positions and 37 sold out. The largest holders were Janus Henderson Group PLC ($608.9M), Vanguard Group Inc. ($513.9M) and BlackRock, Inc. ($481.5M). 9 famous investors held it, including John W. Rogers Jr. (0.6% of Ariel Investments's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $156.0M |
| Exits | 37 | $80.5M |
All 13F filers, Q2 2025 → Q3 2025: 3,055,220 shares bought and 3,038,974 shares sold, net +16,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 392 holders
| Janus Henderson Group PLC | 0.28% | Reduce -0.1% | 3,865,082 | $608.9M |
| Vanguard Group Inc. | 0.01% | Add +0.4% | 3,262,255 | $513.9M |
| BlackRock, Inc. | 0.01% | Reduce -1.2% | 3,056,335 | $481.5M |
| Morgan Stanley | 0.03% | Add +1.8% | 2,731,682 | $430.3M |
| Impactive Capital LP | 16.62% | Reduce -8.3% | 2,195,253 | $345.8M |
| Par Capital Management Inc. | 8.61% | Add +0.0% | 1,851,500 | $291.7M |
| Boston Partners | 0.21% | Add +0.3% | 1,273,363 | $200.7M |
| FMR LLC | 0.01% | Add +2.2% | 1,073,061 | $169.0M |
| State Street Corp. | 0.01% | Reduce -2.0% | 1,071,657 | $168.8M |
| Earnest Partners LLC | 0.62% | Add +1.1% | 907,803 | $143.0M |
| Bank of America Corp. | 0.01% | Add +8.6% | 879,033 | $138.5M |
| Citadel Advisors | 0.11% | Add +58078.0% | 869,761 | $137.0M |
| Lyrical Asset Management LP | 1.84% | Add +7.5% | 830,349 | $130.8M |
| River Road Asset Management, LLC | 1.39% | Reduce -1.2% | 788,041 | $124.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.3% | 642,813 | $101.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 631,986 | $99.6M |
| Turtle Creek Asset Management Inc. | 2.82% | New | 592,200 | $93.3M |
| Sei Investments Co. | 0.08% | Add +2.3% | 496,735 | $78.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.67% | Reduce -38.1% | 475,427 | $76.1M |
| Hawk Ridge Capital Management LP | 3.35% | Add +10.6% | 446,171 | $70.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +37.3% | 434,218 | $68.4M |
| UBS Group AG | 0.01% | Add +68.2% | 434,148 | $68.4M |
| Federated Hermes, Inc. | 0.11% | Reduce -2.5% | 392,280 | $61.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -65.0% | 380,467 | $59.9M |
| Hotchkis & Wiley Capital Management LLC | 0.17% | Reduce -9.9% | 346,822 | $54.6M |
| Ariel Investments | 0.57% | Reduce -15.0% | 340,936 | $53.7M |
| Sunriver Management LLC | 5.28% | Reduce -9.6% | 308,081 | $48.5M |
| Wellington Management Group LLP | 0.01% | Reduce -8.5% | 306,421 | $48.3M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 301,366 | $47.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.5% | 288,196 | $45.4M |
| Gotham Asset Management | 0.19% | Add +39.8% | 270,964 | $42.7M |
| Primecap Management Co. | 0.03% | Reduce -3.4% | 233,560 | $36.8M |
| Neuberger Berman Group LLC | 0.03% | Reduce -3.7% | 230,270 | $36.3M |
| Lakewood Capital Management, LP | 2.45% | Add +15.4% | 205,468 | $32.4M |
| BNP Paribas Financial Markets | 0.03% | Add +119.8% | 205,153 | $32.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +59.6% | 198,440 | $31.3M |
| Snyder Capital Management L P | 0.52% | Add +13.6% | 175,427 | $27.6M |
| Rice Hall James & Associates, LLC | 1.49% | Reduce -8.4% | 173,985 | $27.4M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -7.0% | 156,469 | $24.6M |
| Cooper Creek Partners Management LLC | 0.78% | New | 131,675 | $20.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -31.2% | 129,025 | $20.3M |
| New York State Common Retirement Fund | 0.02% | Add +0.5% | 122,070 | $19.2M |
| Solel Partners LP | 3.58% | New | 118,100 | $18.6M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 106,231 | $16.7M |
| AQR Capital Management | 0.01% | Reduce -34.0% | 99,531 | $15.7M |
| Incline Global Management LLC | 4.62% | Add +11.6% | 99,017 | $15.6M |
| Natixis Advisors, LLC | 0.02% | Add +23.1% | 98,498 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.6% | 91,977 | $14.5M |
| Nuveen, LLC | 0.00% | Reduce -8.6% | 85,929 | $13.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 83,898 | $13.2M |
| Quantinno Capital Management LP | 0.03% | Add +27.1% | 79,570 | $12.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.0% | 76,123 | $12.0M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 74,881 | $11.8M |
| California Public Employees Retirement System | 0.01% | Add +25.4% | 68,855 | $10.8M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.6% | 68,327 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 67,694 | $10.7M |
| Thompson Siegel & Walmsley LLC | 0.17% | Reduce -13.5% | 67,354 | $10.6M |
| Barclays PLC | 0.00% | Reduce -77.0% | 66,919 | $10.5M |
| Gator Capital Management, LLC | 2.66% | Add +0.8% | 65,960 | $10.4M |
| Spinnaker Trust | 0.57% | No change | 65,633 | $10.3M |
| Swiss National Bank | 0.01% | Add +1.6% | 63,126 | $9.9M |
| Capital World Investors | 0.00% | Add +126.1% | 61,083 | $9.6M |
| Freestone Grove Partners LP | 0.07% | Reduce -50.9% | 57,283 | $9.0M |
| Rhino Investment Partners, Inc | 2.79% | Add +39.0% | 56,230 | $8.9M |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 54,074 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -12.9% | 51,098 | $8.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.8% | 47,203 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -48.2% | 45,451 | $7.2M |
| Penserra Capital Management LLC | 0.08% | Reduce -13.0% | 44,865 | $7.1M |
| Point72 Asset Management | 0.02% | Reduce -54.0% | 44,420 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 41,914 | $6.6M |
| Cambiar Investors LLC | 0.29% | Reduce -22.3% | 40,719 | $6.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -67.1% | 39,500 | $6.2M |
| Lightrock Netherlands B.V. | 1.54% | Add +19.7% | 43,800 | $5.9M |
| New South Capital Management Inc. | 0.26% | Add +1.6% | 36,865 | $5.8M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.6M |
| Williams Jones Wealth Management, LLC. | 0.06% | Reduce -19.5% | 31,518 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -10.5% | 31,398 | $4.9M |
| California State Teachers Retirement System | 0.01% | Add +2.1% | 30,948 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.7% | 30,673 | $4.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | No change | 30,275 | $4.8M |
| Empowered Funds, LLC | 0.05% | Add +666.0% | 29,344 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.2% | 27,510 | $4.4M |
| HM Payson & Co. | 0.06% | No change | 27,877 | $4.4M |
| Algert Global LLC | 0.07% | Reduce -31.1% | 27,692 | $4.4M |
| Long Road Investment Counsel, LLC | 1.54% | No change | 27,674 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 27,657 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.2% | 26,782 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -44.6% | 26,405 | $4.2M |
| Holocene Advisors, LP | 0.01% | Reduce -49.5% | 25,751 | $4.1M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -0.7% | 24,667 | $3.9M |
| Citigroup Inc. | 0.00% | Add +103.8% | 24,088 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 23,305 | $3.7M |
| Blair William & Co. | 0.01% | Reduce -6.5% | 22,826 | $3.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.18% | Add +52.3% | 22,682 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.3% | 21,927 | $3.5M |
| Foyston, Gordon & Payne Inc | 0.75% | Reduce -1.9% | 21,831 | $3.4M |
| Comerica Bank | 0.01% | Add +2.7% | 21,288 | $3.4M |
| CenterBook Partners LP | 0.16% | New | 20,082 | $3.2M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +1289.3% | 19,797 | $3.1M |
| Millennium Management | 0.00% | Reduce -71.1% | 19,722 | $3.1M |
| Bridgewater Associates | 0.01% | New | 19,154 | $3.0M |
| Factorial Partners, LLC | 2.05% | Reduce -10.0% | 18,900 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +668.7% | 18,663 | $2.9M |
| Dark Forest Capital Management LP | 0.11% | Add +43.0% | 17,855 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.4% | 17,736 | $2.8M |
| Marshall Wace, LLP | 0.00% | Add +164.8% | 17,480 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 17,363 | $2.7M |
| Ieq Capital, LLC | 0.01% | Add +101.8% | 17,115 | $2.7M |
| Burney Co./ | 0.09% | New | 16,995 | $2.7M |
| Schroder Investment Management Group | 0.00% | New | 16,642 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +13.4% | 16,895 | $2.7M |
| Martin & Co. Inc. | 0.47% | Add +0.4% | 16,643 | $2.6M |
| Henshaw Capital LLC | 0.10% | No change | 16,631 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -46.9% | 16,437 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.1% | 15,825 | $2.5M |
| Amalgamated Bank | 0.02% | Add +0.1% | 15,692 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 15,262 | $2.4M |
| Palisade Capital Management, LP | 0.07% | Add +3.8% | 15,031 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +14.3% | 14,820 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,331 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +1.9% | 14,131 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +289.4% | 14,066 | $2.2M |
| Fulcrum Asset Management LLP | 0.61% | Reduce -2.7% | 14,063 | $2.2M |
| Zions Bancorporation, National Association | 0.11% | Reduce -12.7% | 13,721 | $2.2M |
| Clark Estates Inc. | 0.48% | No change | 13,300 | $2.1M |
| Lazard Asset Management LLC | 0.00% | Add +9.9% | 13,230 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Add +82.0% | 12,853 | $2.0M |
| Cove Street Capital, LLC | 2.66% | Reduce -0.1% | 12,851 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -7.3% | 12,658 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.6% | 12,541 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -33.3% | 12,229 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 11,905 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -10.7% | 11,801 | $1.9M |
| Lighthouse Investment Partners, LLC | 0.07% | Add +127.2% | 11,724 | $1.8M |
| Amundi | 0.00% | Reduce -7.2% | 11,503 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.9% | 11,095 | $1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +72.5% | 10,789 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -6.5% | 10,788 | $1.7M |
| Bullseye Asset Management LLC | 0.89% | No change | 10,742 | $1.7M |
| Eagle Rock Investment Company, LLC | 0.24% | Reduce -0.1% | 10,196 | $1.6M |
| Brandywine Global Investment Management, LLC | 0.01% | New | 10,180 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 9,626 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.7% | 9,615 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.0% | 9,500 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.12% | Reduce -72.3% | 9,402 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.4% | 9,328 | $1.5M |
| Radnor Capital Management, LLC | 0.22% | Add +5.4% | 9,315 | $1.5M |
| EJF Capital LP | 0.85% | No change | 9,300 | $1.5M |
| Lifestyle Asset Management, Inc. | 0.49% | Add +18.5% | 9,173 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 8,794 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 8,488 | $1.3M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -0.4% | 8,376 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +22.3% | 8,219 | $1.3M |
| Formula Growth Ltd. | 0.46% | No change | 8,200 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 8,175 | $1.3M |
| Logan Capital Management Inc. | 0.05% | Add +2.3% | 8,151 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 7,944 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.4% | 7,872 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.1% | 7,638 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,376 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 7,200 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.4% | 6,912 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,800 | $1.1M |
| Sepio Capital, LP | 0.06% | Reduce -0.1% | 6,793 | $1.1M |
| Farringdon Capital, Ltd. | 0.27% | New | 6,701 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -7.6% | 6,663 | $1.0M |
| Aurora Investment Counsel | 0.54% | Reduce -5.7% | 6,509 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Add +25.0% | 6,177 | $973K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.7% | 5,905 | $930K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -42.3% | 5,797 | $913K |
| Atria Investments, Inc | 0.01% | Reduce -7.7% | 5,790 | $912K |
| Cetera Investment Advisers | 0.00% | Add +10.8% | 5,766 | $908K |
| HighTower Advisors, LLC | 0.00% | Add +6.7% | 5,635 | $888K |
| Bath Savings Trust Co | 0.08% | Reduce -11.9% | 5,422 | $854K |
| iSAM Funds (UK) Ltd | 0.18% | New | 5,414 | $853K |
| Cerity Partners LLC | 0.00% | Reduce -14.3% | 5,341 | $841K |
| State of Alaska, Department of Revenue | 0.01% | Add +36.7% | 5,272 | $830K |
| Vident Advisory, LLC | 0.01% | Reduce -34.3% | 5,228 | $824K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -2.9% | 5,195 | $818K |
| Victory Capital Management Inc. | 0.00% | Reduce -17.9% | 5,166 | $814K |
| Fifth Third Wealth Advisors LLC | 0.03% | No change | 5,153 | $812K |
| Prelude Capital Management, LLC | 0.06% | Add +2.9% | 5,149 | $811K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.2% | 5,004 | $788K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.9% | 4,985 | $785K |
| Summit Trail Advisors, LLC | 0.01% | Add +10.1% | 4,949 | $780K |
| Tidal Investments LLC | 0.00% | Reduce -1.1% | 4,877 | $768K |
| Empirical Asset Management, LLC | 0.21% | Add +17.2% | 4,868 | $767K |
| Captrust Financial Advisors | 0.00% | Reduce -3.7% | 4,698 | $740K |
| Quantbot Technologies LP | 0.02% | Reduce -79.6% | 4,687 | $738K |
| Pacer Advisors, Inc. | 0.00% | New | 4,520 | $712K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -16.0% | 4,366 | $688K |
| Susquehanna International Group, LLP | 0.00% | Add +13.2% | 4,164 | $656K |
| Xponance LLC | 0.01% | Reduce -0.8% | 4,065 | $640K |
| Cornerstone Investment Partners, LLC | 0.03% | Reduce -15.0% | 4,023 | $634K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -89.0% | 3,910 | $629K |
| State of Wyoming | 0.07% | Add +2353.1% | 3,925 | $618K |
| Pathstone Holdings, LLC | 0.00% | Add +26.9% | 3,920 | $618K |
| American Century Companies Inc. | 0.00% | Add +20.8% | 3,870 | $610K |
| Retirement Planning Co of New England, Inc. | 0.24% | Add +3.0% | 3,765 | $593K |
| Prudential Financial Inc. | 0.00% | Reduce -6.5% | 3,654 | $576K |
| Cwm, LLC | 0.00% | Add +8.9% | 3,640 | $573K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.6% | 3,593 | $566K |
| Inspire Investing, LLC | 0.05% | Add +8.5% | 3,521 | $555K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +65.4% | 3,427 | $540K |
| Bessemer Group Inc. | 0.00% | Reduce -21.2% | 3,348 | $528K |
| Eukles Asset Management | 0.20% | Add +1.6% | 3,334 | $525K |
| Clark Asset Management, LLC | 0.06% | No change | 3,265 | $514K |
| Stephens Inc. | 0.01% | Reduce -67.5% | 3,259 | $513K |
| Commerce Bank | 0.00% | Add +0.4% | 3,236 | $510K |
| Procyon Advisors, LLC | 0.03% | Reduce -1.9% | 3,140 | $495K |
| Caprock Group, LLC | 0.01% | — | 2,875 | $493K |
| William Blair Investment Management, LLC | 0.00% | Reduce -3.3% | 3,117 | $491K |
| Benin Management CORP | 0.11% | No change | 3,041 | $479K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.5% | 2,961 | $466K |
| Truist Financial Corp. | 0.00% | Add +7.6% | 2,932 | $462K |
| Portside Wealth Group, LLC | 0.06% | Reduce -0.6% | 2,918 | $460K |
| Choreo, LLC | 0.01% | Add +3.4% | 2,894 | $456K |
| Voya Investment Management LLC | 0.00% | Reduce -38.4% | 2,886 | $455K |
| Blue Trust, Inc. | 0.01% | Add +10.7% | 2,838 | $447K |
| Quadrature Capital Ltd | 0.01% | Reduce -55.5% | 2,809 | $443K |
| Creative Planning | 0.00% | Reduce -11.8% | 2,732 | $430K |
| Gabelli Funds LLC | 0.00% | No change | 2,701 | $425K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | No change | 2,698 | $425K |
| Optimize Financial Inc. | 0.22% | Add +7.1% | 2,637 | $415K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.0% | 2,558 | $403K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.8% | 2,557 | $403K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.7% | 2,536 | $399K |
| Bridgefront Capital, LLC | 0.12% | New | 2,502 | $394K |
| Wilkinson Global Asset Management LLC | 0.02% | No change | 2,450 | $386K |
| Mercer Global Advisors Inc. | 0.00% | Add +59.7% | 2,446 | $385K |
| Syon Capital LLC | 0.02% | Add +8.5% | 2,383 | $375K |
| Numerai GP LLC | 0.05% | Reduce -83.0% | 2,315 | $365K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 2,271 | $358K |
| Focus Partners Wealth | 0.00% | Reduce -13.4% | 2,251 | $354K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,193 | $348K |
| Ballentine Partners, LLC | 0.00% | No change | 2,147 | $338K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | No change | 2,140 | $337K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.3% | 2,135 | $336K |
| Legato Capital Management LLC | 0.04% | No change | 2,072 | $326K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,027 | $319K |
| Isthmus Partners, LLC | 0.04% | Add +0.5% | 2,023 | $319K |
| Arax Advisory Partners | 0.00% | Add +3198.3% | 1,979 | $312K |
| Sterling Capital Management LLC | 0.00% | Reduce -7.1% | 1,932 | $304K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,852 | $292K |
| GAMCO Investors | 0.00% | No change | 1,843 | $290K |
| AlphaQuest LLC | 0.02% | Add +62.2% | 1,818 | $286K |
| Utah Retirement Systems | 0.00% | No change | 1,794 | $283K |
| Qsemble Capital Management, LP | 0.03% | New | 1,787 | $282K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 1,776 | $280K |
| Net Worth Advisory Group | 0.08% | Reduce -17.6% | 1,749 | $276K |
| Chicago Capital, LLC | 0.01% | No change | 1,728 | $272K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 1,706 | $269K |
| Knollwood Investment Advisory, LLC | 0.02% | Reduce -4.0% | 1,674 | $264K |
| MML Investors Services, LLC | 0.00% | Add +8.5% | 1,648 | $260K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +11.7% | 1,574 | $248K |
| Claret Asset Management Corp | 0.03% | Reduce -1.4% | 1,562 | $246K |
| Cadent Capital Advisors, LLC | 0.06% | Reduce -24.0% | 1,539 | $242K |
| HSBC Holdings PLC | 0.00% | Reduce -73.5% | 1,533 | $241K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 1,525 | $240K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,525 | $240K |
| Point72 Hong Kong Ltd | 0.01% | New | 1,523 | $240K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,520 | $239K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,497 | $236K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 1,474 | $232K |
| ProShare Advisors LLC | 0.00% | Reduce -4.0% | 1,458 | $230K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.1% | 1,560 | $224K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -12.4% | 1,415 | $223K |
| Inspire Advisors, LLC | 0.02% | New | 1,379 | $217K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -0.4% | 1,363 | $215K |
| Nicolet Advisory Services, LLC | 0.02% | Add +8.1% | 1,362 | $214K |
| CIBC Asset Management Inc | 0.00% | New | 1,311 | $207K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -26.3% | 1,308 | $206K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,307 | $206K |
| Evercore Wealth Management, LLC | 0.00% | New | 1,286 | $203K |
| Aquatic Capital Management LLC | 0.00% | New | 1,195 | $188K |
| KBC Group NV | 0.00% | No change | 1,046 | $165K |
| GAMMA Investing LLC | 0.01% | Add +13.2% | 1,041 | $164K |
| Boit C F David | 0.07% | Reduce -50.0% | 1,000 | $158K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +200.6% | 974 | $153K |
| Advisory Services Network, LLC | 0.00% | New | 956 | $151K |
| Shell Asset Management Co. | 0.01% | Reduce -54.6% | 922 | $145K |
| Quadrant Capital Group LLC | 0.00% | New | 835 | $132K |
| STRS Ohio | 0.00% | Add +0.1% | 812 | $128K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.7% | 752 | $118K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +35400.0% | 710 | $112K |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 669 | $111K |
| SG Americas Securities, LLC | 0.00% | Reduce -76.5% | 662 | $104K |
| Hilltop National Bank | 0.03% | No change | 644 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.2% | 549 | $86K |
| Acadian Asset Management LLC | 0.00% | New | 535 | $83K |
| MAI Capital Management | 0.00% | Reduce -0.8% | 525 | $83K |
| Danske Bank A/S | 0.00% | No change | 500 | $79K |
| Principal Securities, Inc. | 0.00% | Add +23.4% | 491 | $77K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 480 | $76K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.2% | 457 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.3% | 412 | $65K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 402 | $63K |
| UMB Bank, n.a. | 0.00% | Add +1.9% | 383 | $60K |
| Bangor Savings Bank | 0.01% | No change | 380 | $60K |
| Smartleaf Asset Management LLC | 0.00% | Add +289.5% | 370 | $59K |
| Jones Financial Companies LLLP | 0.00% | Add +56.7% | 329 | $53K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $47K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $47K |
| Truvestments Capital LLC | 0.01% | Reduce -33.9% | 255 | $40K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 250 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +1.3% | 229 | $36K |
| Hantz Financial Services, Inc. | 0.00% | Add +162.1% | 228 | $36K |
| Steph & Co. | 0.01% | New | 221 | $35K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +368.1% | 220 | $35K |
| Macquarie Group Ltd. | 0.00% | No change | 235 | $35K |
| Legacies Wealth LLC | 0.02% | No change | 214 | $34K |
| NewEdge Advisors, LLC | 0.00% | No change | 203 | $32K |
| Essential Partners LLC | 0.01% | Add +1.6% | 187 | $29K |
| Quent Capital, LLC | 0.00% | New | 178 | $28K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +6.7% | 175 | $28K |
| Core Alternative Capital | 0.01% | No change | 171 | $27K |
| First Horizon Corp. | 0.00% | — | 143 | $23K |
| Clearstead Advisors, LLC | 0.00% | No change | 143 | $23K |
| CI Investments Inc. | 0.00% | Add +12.4% | 136 | $21K |
| Y.D. More Investments Ltd | 0.00% | Reduce -25.3% | 124 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.5% | 126 | $20K |
| IFP Advisors, Inc | 0.00% | Add +93.2% | 114 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +117.7% | 111 | $17K |
| Rise Advisors, LLC | 0.01% | Reduce -1.8% | 108 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.4% | 107 | $17K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 101 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +25.0% | 100 | $16K |
| Root Financial Partners, LLC | 0.00% | New | 96 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 95 | $15K |
| Simplex Trading, LLC | 0.00% | New | 92 | $14K |
| Quarry LP | 0.00% | New | 88 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 75 | $12K |
| Wealthspire Advisors, LLC | 0.00% | New | 71 | $11K |
| Smithfield Trust Co | 0.00% | No change | 67 | $11K |
| Kelleher Financial Advisors | 0.00% | New | 65 | $10K |
| Ameriflex Group, Inc. | 0.00% | New | 64 | $10K |
| Covestor Ltd | 0.01% | Reduce -36.7% | 57 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 49 | $8K |
| Hemington Wealth Management | 0.00% | Add +13.9% | 49 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 43 | $7K |
| Signaturefd, LLC | 0.00% | No change | 41 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -35.6% | 38 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +6.7% | 32 | $5K |
| Allworth Financial LP | 0.00% | Reduce -39.6% | 29 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 25 | $4K |
| Concord Wealth Partners | 0.00% | No change | 24 | $4K |
| Private Trust Co. NA | 0.00% | Add +43.8% | 23 | $4K |
| Fairscale Capital, LLC | 0.00% | No change | 19 | $3K |
| Spire Wealth Management | 0.00% | Reduce -48.6% | 19 | $3K |
| PFS Partners, LLC | 0.00% | No change | 18 | $3K |
| Whittier Trust Co. | 0.00% | No change | 15 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 14 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -35.0% | 13 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 15 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 12 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -14.3% | 12 | $2K |
| High Note Wealth, LLC | 0.00% | New | 11 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 11 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 10 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +66.7% | 10 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 10 | $2K |
| J.Safra Asset Management Corp | 0.00% | Reduce -83.6% | 9 | $1K |
| Rossby Financial, LCC | 0.00% | New | 8 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -12.5% | 7 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 8 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $946 |
| Huntington National Bank | 0.00% | No change | 6 | $946 |
| Creative Financial Designs Inc. | 0.00% | No change | 6 | $945 |
| NFSG Corp | 0.00% | No change | 6 | $945 |
| Nemes Rush Group LLC | 0.00% | No change | 6 | $945 |
| SouthState Bank Corp | 0.00% | No change | 5 | $788 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $788 |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $631 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $630 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -42.9% | 4 | $630 |
| SBI Securities Co., Ltd. | 0.00% | New | 4 | $630 |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -83.3% | 3 | $473 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $473 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -94.1% | 3 | $473 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $473 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $473 |
| TD Private Client Wealth LLC | 0.00% | No change | 3 | $473 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 3 | $472 |
| Retirement Wealth Solutions LLC | 0.00% | New | 2 | $316 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $316 |
| Horizon Investments, LLC | 0.00% | No change | 2 | $315 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $158 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $158 |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.