WexWEX
13F holders, Q4 2025 (December 31)428holders +36
64new positions
38sold out
8famous investors
$149.08avg. 13F price*
At the end of Q4 2025, 428 institutions reported holding Wex Inc. (WEX) in their 13F filings, up 36 from Q3 2025. 64 opened new positions and 38 sold out. The largest holders were Janus Henderson Group PLC ($576.9M), Vanguard Group Inc. ($480.1M) and BlackRock, Inc. ($455.7M). 8 famous investors held it, including John W. Rogers Jr. (0.5% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $68.7M |
| Exits | 38 | $185.7M |
All 13F filers, Q3 2025 → Q4 2025: 3,307,450 shares bought and 3,000,485 shares sold, net +306,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 428 holders
| Janus Henderson Group PLC | 0.26% | Add +0.2% | 3,872,042 | $576.9M |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 3,222,345 | $480.1M |
| BlackRock, Inc. | 0.01% | Add +0.1% | 3,058,759 | $455.7M |
| Par Capital Management Inc. | 8.90% | Add +21.6% | 2,252,000 | $335.5M |
| Impactive Capital LP | 20.82% | No change | 2,195,253 | $327.0M |
| Morgan Stanley | 0.02% | Reduce -22.7% | 2,111,108 | $314.5M |
| Boston Partners | 0.22% | Add +13.7% | 1,447,442 | $216.0M |
| FMR LLC | 0.01% | Add +6.8% | 1,146,526 | $170.8M |
| State Street Corp. | 0.01% | Reduce -0.9% | 1,061,776 | $158.2M |
| AQR Capital Management | 0.07% | Add +794.0% | 889,802 | $132.6M |
| Earnest Partners LLC | 0.57% | Reduce -2.0% | 889,664 | $132.5M |
| River Road Asset Management, LLC | 1.27% | Reduce -1.5% | 776,008 | $115.6M |
| Lyrical Asset Management LP | 1.51% | Reduce -6.8% | 773,908 | $115.3M |
| Bank of America Corp. | 0.01% | Reduce -17.5% | 725,157 | $108.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.0% | 687,655 | $102.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 638,957 | $95.2M |
| Sei Investments Co. | 0.08% | Add +10.7% | 549,775 | $81.9M |
| Hawk Ridge Capital Management LP | 3.12% | Add +1.8% | 454,271 | $67.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.6% | 445,585 | $66.4M |
| UBS Group AG | 0.01% | Reduce -1.0% | 429,828 | $64.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.58% | Reduce -14.2% | 408,015 | $63.9M |
| Turtle Creek Asset Management Inc. | 2.77% | Reduce -28.7% | 422,412 | $62.9M |
| Hotchkis & Wiley Capital Management LLC | 0.17% | Add +9.9% | 381,331 | $56.8M |
| Federated Hermes, Inc. | 0.09% | Reduce -10.9% | 349,451 | $52.1M |
| Snyder Capital Management L P | 0.97% | Add +98.5% | 348,166 | $51.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.4% | 340,834 | $50.8M |
| Norges Bank | 0.01% | — | 336,973 | $50.2M |
| Ariel Investments | 0.54% | Reduce -1.2% | 336,797 | $50.2M |
| Sunriver Management LLC | 5.14% | Add +6.8% | 329,177 | $49.0M |
| Northern Trust Corp. | 0.01% | Add +6.0% | 319,456 | $47.6M |
| New South Capital Management Inc. | 1.84% | Add +627.0% | 268,023 | $39.9M |
| Gotham Asset Management | 0.15% | Reduce -1.3% | 267,438 | $39.8M |
| Wellington Management Group LLP | 0.01% | Reduce -13.2% | 265,873 | $39.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.6% | 239,301 | $35.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.6% | 231,594 | $34.5M |
| Lakewood Capital Management, LP | 2.36% | Add +10.9% | 227,968 | $34.0M |
| Neuberger Berman Group LLC | 0.02% | Reduce -6.7% | 214,818 | $32.0M |
| Primecap Management Co. | 0.02% | Reduce -8.1% | 214,560 | $32.0M |
| Loomis Sayles & Co. L P | 0.03% | Add +14.8% | 179,578 | $26.8M |
| Rice Hall James & Associates, LLC | 1.43% | Add +0.1% | 174,138 | $25.9M |
| Solel Partners LP | 4.02% | Add +41.4% | 167,000 | $24.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.8% | 124,184 | $18.5M |
| Point72 Asset Management | 0.03% | Add +176.5% | 122,827 | $18.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.7% | 121,272 | $18.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 104,215 | $15.5M |
| Natixis Advisors, LLC | 0.02% | Add +4.8% | 103,231 | $15.4M |
| Quantinno Capital Management LP | 0.03% | Add +26.3% | 100,495 | $15.0M |
| Capital World Investors | 0.00% | Add +56.9% | 95,813 | $14.3M |
| Lone Peak Global Investors LLC | 2.41% | New | 95,326 | $14.2M |
| Incline Global Management LLC | 4.65% | Reduce -7.7% | 91,384 | $13.6M |
| Invesco Ltd. | 0.00% | Add +14.1% | 85,418 | $12.7M |
| Nuveen, LLC | 0.00% | Reduce -1.7% | 84,435 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 80,725 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.4% | 74,343 | $11.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 73,754 | $11.0M |
| CenterBook Partners LP | 0.52% | Add +252.7% | 70,834 | $10.6M |
| Ieq Capital, LLC | 0.03% | Add +303.5% | 69,052 | $10.3M |
| Millennium Management | 0.01% | Add +249.6% | 68,942 | $10.3M |
| Nomura Holdings Inc. | 0.03% | New | 68,486 | $10.2M |
| Thompson Siegel & Walmsley LLC | 0.17% | Add +1.4% | 68,325 | $10.2M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.4% | 68,053 | $10.1M |
| Gator Capital Management, LLC | 2.05% | Add +0.8% | 66,515 | $9.9M |
| Spinnaker Trust | 0.53% | Add +0.5% | 65,963 | $9.8M |
| California Public Employees Retirement System | 0.01% | Reduce -4.3% | 65,874 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 65,353 | $9.7M |
| Swiss National Bank | 0.01% | Add +1.7% | 64,226 | $9.6M |
| Lightrock Netherlands B.V. | 1.93% | Add +42.7% | 62,500 | $9.3M |
| Bridgewater Associates | 0.03% | Add +202.1% | 57,869 | $8.6M |
| State of Wisconsin Investment Board | 0.02% | Add +1.6% | 51,909 | $7.7M |
| Legal & General Group Plc | 0.00% | Reduce -8.5% | 49,472 | $7.4M |
| Triveni Capital Investments LP | 5.34% | — | 48,087 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 46,767 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +144.7% | 42,487 | $6.3M |
| Rhino Investment Partners, Inc | 1.77% | Reduce -25.3% | 42,005 | $6.3M |
| Penserra Capital Management LLC | 0.07% | Reduce -6.5% | 41,962 | $6.3M |
| Citigroup Inc. | 0.00% | Add +67.6% | 40,375 | $6.0M |
| First Trust Advisors LP | 0.00% | Add +142.5% | 39,853 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -7.3% | 38,853 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.3% | 38,510 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +606.9% | 37,755 | $5.6M |
| Cambiar Investors LLC | 0.24% | Reduce -12.5% | 35,633 | $5.3M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +31.8% | 34,798 | $5.2M |
| Comerica Bank | 0.02% | Add +49.3% | 31,774 | $4.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -20.2% | 31,530 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 31,482 | $4.7M |
| ExodusPoint Capital Management, LP | 0.05% | New | 31,329 | $4.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.13% | Add +2.7% | 31,100 | $4.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 30,918 | $4.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -4.0% | 30,148 | $4.5M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -6.6% | 29,442 | $4.4M |
| 13D Management LLC | 5.20% | New | 29,350 | $4.4M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +47.5% | 29,207 | $4.4M |
| HM Payson & Co. | 0.06% | Add +2.9% | 28,692 | $4.3M |
| Long Road Investment Counsel, LLC | 1.55% | Reduce -0.9% | 27,434 | $4.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.5% | 27,176 | $4.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +43.5% | 26,780 | $4.0M |
| Mariner, LLC | 0.00% | New | 24,956 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -10.5% | 24,742 | $3.7M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -0.1% | 24,643 | $3.7M |
| Barclays PLC | 0.00% | Reduce -64.0% | 24,104 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.7% | 24,046 | $3.6M |
| Bessemer Group Inc. | 0.01% | Add +614.2% | 23,912 | $3.6M |
| Holocene Advisors, LP | 0.01% | Reduce -11.3% | 22,851 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -3.4% | 22,515 | $3.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.16% | Reduce -3.2% | 21,957 | $3.3M |
| Foyston, Gordon & Payne Inc | 0.70% | Reduce -1.0% | 21,620 | $3.2M |
| Blair William & Co. | 0.01% | Reduce -5.8% | 21,504 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.8% | 20,828 | $3.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +143.6% | 20,019 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +293.0% | 19,592 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 19,487 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -30.4% | 19,132 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | Add +47.1% | 18,904 | $2.8M |
| Factorial Partners, LLC | 1.82% | Reduce -2.1% | 18,500 | $2.8M |
| Cwm, LLC | 0.01% | Add +377.9% | 17,395 | $2.6M |
| Martin & Co. Inc. | 0.43% | Add +2.2% | 17,011 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.8% | 16,882 | $2.5M |
| Man Group plc | 0.00% | New | 16,719 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +50.6% | 16,714 | $2.5M |
| HRT Financial LP | 0.01% | New | 16,052 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +25.9% | 15,793 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -0.5% | 15,621 | $2.3M |
| Henshaw Capital LLC | 0.08% | Reduce -6.2% | 15,609 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -7.7% | 15,603 | $2.3M |
| Clark Estates Inc. | 0.55% | Add +13.5% | 15,100 | $2.2M |
| Verition Fund Management LLC | 0.01% | New | 14,878 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Add +2115.6% | 14,667 | $2.2M |
| Amundi | 0.00% | Add +27.3% | 14,646 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.7% | 14,571 | $2.2M |
| Deutsche Bank AG | 0.00% | Add +1.3% | 14,320 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -9.8% | 14,271 | $2.1M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 14,221 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 13,743 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,184 | $2.1M |
| Fulcrum Asset Management LLP | 0.57% | Reduce -2.9% | 13,658 | $2.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -1.0% | 13,098 | $2.0M |
| Palisade Capital Management, LP | 0.06% | Reduce -14.3% | 12,877 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -8.9% | 12,808 | $1.9M |
| Zions Bancorporation, National Association | 0.09% | Reduce -9.5% | 12,414 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 12,229 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +399.4% | 12,214 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -5.3% | 11,994 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.14% | Add +26.0% | 11,849 | $1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.1% | 11,558 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 11,538 | $1.7M |
| Creative Planning | 0.00% | Add +320.3% | 11,482 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.6% | 11,020 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.9% | 10,584 | $1.6M |
| Bullseye Asset Management LLC | 0.86% | No change | 10,742 | $1.6M |
| Lifestyle Asset Management, Inc. | 0.51% | Add +14.6% | 10,515 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -42.4% | 10,068 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +112.2% | 9,970 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +126.4% | 9,883 | $1.5M |
| Radnor Capital Management, LLC | 0.21% | Add +2.8% | 9,575 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | No change | 9,500 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +10.1% | 9,348 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,328 | $1.4M |
| XTX Topco Ltd | 0.04% | New | 9,315 | $1.4M |
| EJF Capital LP | 0.79% | No change | 9,300 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -5.3% | 9,120 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.4% | 8,581 | $1.3M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.6% | 8,325 | $1.2M |
| Formula Growth Ltd. | 0.47% | No change | 8,200 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.5% | 8,152 | $1.2M |
| Lighthouse Investment Partners, LLC | 0.04% | Reduce -30.9% | 8,106 | $1.2M |
| Logan Capital Management Inc. | 0.05% | Reduce -0.6% | 8,103 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 8,075 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 7,944 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 7,721 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 7,672 | $1.1M |
| Natixis | 0.00% | New | 7,401 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 7,200 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.9% | 7,000 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.4% | 6,812 | $1.0M |
| Numerai GP LLC | 0.11% | Add +174.2% | 6,348 | $946K |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 6,318 | $941K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.3% | 6,161 | $918K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +19.5% | 6,156 | $917K |
| Engineers Gate Manager LP | 0.01% | New | 6,137 | $914K |
| Entropy Technologies, LP | 0.05% | New | 5,993 | $893K |
| Sanctuary Advisors, LLC | 0.00% | Add +18.9% | 5,948 | $886K |
| Fifth Third Bancorp | 0.00% | Reduce -11.4% | 5,901 | $879K |
| Vident Advisory, LLC | 0.01% | Add +12.6% | 5,884 | $877K |
| Atria Investments, Inc | 0.01% | Reduce -1.9% | 5,679 | $846K |
| Squarepoint Ops LLC | 0.00% | New | 5,622 | $838K |
| State of Wyoming | 0.09% | Add +38.1% | 5,421 | $808K |
| Prana Capital Management, LP | 0.03% | New | 5,415 | $807K |
| Tidal Investments LLC | 0.00% | Add +10.0% | 5,364 | $799K |
| Picton Mahoney Asset Management | 0.01% | New | 5,359 | $798K |
| Caprock Group, LLC | 0.02% | Add +85.0% | 5,320 | $793K |
| Victory Capital Management Inc. | 0.00% | Add +0.0% | 5,167 | $770K |
| Sepio Capital, LP | 0.04% | Reduce -25.0% | 5,097 | $759K |
| Prelude Capital Management, LLC | 0.05% | Reduce -2.9% | 5,000 | $745K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -6.0% | 4,958 | $738K |
| Aurora Investment Counsel | 0.39% | Reduce -24.3% | 4,926 | $734K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.9% | 4,907 | $731K |
| Empirical Asset Management, LLC | 0.20% | Reduce -1.5% | 4,794 | $714K |
| Merit Financial Group, LLC | 0.01% | New | 4,747 | $707K |
| DV Trading LLC | 0.06% | — | 4,686 | $698K |
| Snowden Capital Advisors LLC | 0.02% | Add +254.5% | 4,637 | $691K |
| Bath Savings Trust Co | 0.07% | Reduce -14.9% | 4,612 | $687K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +127.1% | 4,603 | $686K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -7.2% | 4,594 | $684K |
| Focus Partners Wealth | 0.00% | Add +97.9% | 4,455 | $664K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 4,331 | $646K |
| Callan Family Office, LLC | 0.01% | New | 4,311 | $642K |
| Pacer Advisors, Inc. | 0.00% | Reduce -9.1% | 4,107 | $612K |
| M&T Bank Corp | 0.00% | New | 4,084 | $609K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -58.5% | 3,995 | $595K |
| Impact Partnership Wealth, LLC | 0.08% | New | 3,959 | $590K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.5% | 3,928 | $585K |
| Quantum Portfolio Management LLC | 0.25% | New | 3,832 | $571K |
| Inspire Investing, LLC | 0.05% | Add +8.5% | 3,821 | $569K |
| Retirement Planning Co of New England, Inc. | 0.21% | Reduce -4.5% | 3,595 | $536K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,593 | $535K |
| Versor Investments LP | 0.08% | New | 3,533 | $526K |
| Pallas Capital Advisors LLC | 0.02% | New | 3,524 | $525K |
| Krilogy Financial LLC | 0.02% | New | 3,259 | $518K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,193 | $517K |
| Xponance LLC | 0.00% | Reduce -15.3% | 3,445 | $513K |
| Eukles Asset Management | 0.20% | Add +2.9% | 3,429 | $511K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -3.7% | 3,299 | $491K |
| Clark Asset Management, LLC | 0.05% | No change | 3,265 | $486K |
| Stephens Inc. | 0.01% | No change | 3,259 | $486K |
| MML Investors Services, LLC | 0.00% | Add +94.7% | 3,209 | $478K |
| GM Advisory Group, LLC | 0.02% | New | 3,177 | $473K |
| Syon Capital LLC | 0.02% | Add +31.5% | 3,134 | $467K |
| Commerce Bank | 0.00% | Reduce -3.4% | 3,125 | $466K |
| Trexquant Investment LP | 0.00% | New | 3,096 | $461K |
| Choreo, LLC | 0.01% | Add +3.8% | 3,003 | $454K |
| Benin Management CORP | 0.10% | No change | 3,041 | $453K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.9% | 3,022 | $450K |
| &partners | 0.00% | New | 2,927 | $436K |
| Havemeyer Place LP | 0.09% | — | 2,916 | $434K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.8% | 2,909 | $433K |
| William Blair Investment Management, LLC | 0.00% | Reduce -8.3% | 2,857 | $426K |
| Procyon Advisors, LLC | 0.02% | Reduce -9.1% | 2,853 | $425K |
| Swiss Life Asset Management Ltd | 0.00% | Add +87.2% | 2,802 | $417K |
| Canada Pension Plan Investment Board | 0.00% | New | 2,800 | $417K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.4% | 2,753 | $410K |
| Gabelli Funds LLC | 0.00% | No change | 2,701 | $402K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,495 | $399K |
| Optimize Financial Inc. | 0.20% | Add +1.4% | 2,673 | $398K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 2,632 | $392K |
| Curi Capital, LLC | 0.01% | New | 2,609 | $389K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -35.3% | 2,604 | $388K |
| Voya Investment Management LLC | 0.00% | Reduce -10.9% | 2,572 | $383K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,540 | $378K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.8% | 2,511 | $374K |
| Magnetar Financial LLC | 0.00% | New | 2,489 | $371K |
| American Century Companies Inc. | 0.00% | Reduce -35.7% | 2,487 | $371K |
| Legato Capital Management LLC | 0.03% | Add +19.2% | 2,470 | $368K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.9% | 2,457 | $366K |
| Wilkinson Global Asset Management LLC | 0.02% | No change | 2,450 | $365K |
| Index Technologies Group LLC | 0.37% | — | 2,354 | $351K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,297 | $350K |
| Burney Co./ | 0.01% | Reduce -86.2% | 2,344 | $349K |
| Brooklyn Investment Group | 0.02% | New | 2,213 | $338K |
| World Investment Advisors | 0.01% | New | 2,203 | $328K |
| US Bancorp \de | 0.00% | Reduce -4.6% | 2,166 | $323K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +0.9% | 2,155 | $321K |
| University of Texas/Texas Am Investment Management Co. | 0.05% | New | 2,153 | $321K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.1% | 2,146 | $320K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | No change | 2,140 | $319K |
| Blue Trust, Inc. | 0.00% | Reduce -25.5% | 2,115 | $315K |
| Isthmus Partners, LLC | 0.03% | Add +2.7% | 2,077 | $309K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,055 | $306K |
| Prudential Financial Inc. | 0.00% | Reduce -43.9% | 2,049 | $305K |
| Bridgefront Capital, LLC | 0.08% | Reduce -18.7% | 2,034 | $303K |
| Lecap Asset Management Ltd. | 0.12% | New | 2,006 | $299K |
| Equitable Trust Co. | 0.01% | New | 1,982 | $295K |
| Flputnam Investment Management Co. | 0.00% | Reduce -22.5% | 1,965 | $293K |
| AlphaQuest LLC | 0.02% | Add +8.0% | 1,964 | $293K |
| Portside Wealth Group, LLC | 0.04% | Reduce -32.9% | 1,958 | $292K |
| Storgate, LLC | 0.24% | — | 1,951 | $291K |
| Farringdon Capital, Ltd. | 0.07% | Reduce -71.2% | 1,933 | $288K |
| Sterling Capital Management LLC | 0.00% | Reduce -3.5% | 1,864 | $278K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,852 | $276K |
| Kera Capital Partners, Inc. | 0.03% | New | 1,789 | $275K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 1,848 | $275K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -68.1% | 1,847 | $275K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 1,836 | $274K |
| GAMCO Investors | 0.00% | Reduce -0.7% | 1,830 | $273K |
| Utah Retirement Systems | 0.00% | No change | 1,794 | $267K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +10.7% | 1,743 | $260K |
| Qsemble Capital Management, LP | 0.02% | Reduce -2.7% | 1,739 | $259K |
| Chicago Capital, LLC | 0.01% | No change | 1,728 | $257K |
| Net Worth Advisory Group | 0.05% | Reduce -1.4% | 1,724 | $257K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.9% | 1,690 | $252K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 1,674 | $249K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,651 | $245K |
| Evolve Private Wealth, LLC | 0.01% | — | 1,638 | $244K |
| PharVision Advisers, LLC | 0.12% | New | 1,608 | $240K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,571 | $234K |
| Claret Asset Management Corp | 0.03% | Reduce -0.3% | 1,558 | $232K |
| HSBC Holdings PLC | 0.00% | Add +1.6% | 1,557 | $232K |
| Quadrature Capital Ltd | 0.00% | Reduce -45.8% | 1,524 | $227K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,520 | $226K |
| Bridgewater Advisors Inc. | 0.01% | Add +7.0% | 1,670 | $226K |
| Delta Investment Management, LLC | 0.04% | New | 1,488 | $222K |
| Assenagon Asset Management S.A. | 0.00% | New | 1,482 | $221K |
| Empowered Funds, LLC | 0.00% | Reduce -95.0% | 1,471 | $219K |
| Nicolet Advisory Services, LLC | 0.01% | Reduce -5.1% | 1,293 | $208K |
| ProShare Advisors LLC | 0.00% | Reduce -5.6% | 1,376 | $205K |
| Inspire Advisors, LLC | 0.02% | Reduce -0.5% | 1,372 | $204K |
| Cadent Capital Advisors, LLC | 0.05% | Reduce -12.2% | 1,351 | $201K |
| Essential Partners LLC | 0.06% | Add +543.9% | 1,204 | $179K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +163.8% | 1,087 | $162K |
| Boit C F David | 0.07% | No change | 1,000 | $162K |
| KBC Group NV | 0.00% | No change | 1,046 | $156K |
| GAMMA Investing LLC | 0.01% | Reduce -2.5% | 1,015 | $151K |
| Quadrant Capital Group LLC | 0.00% | No change | 835 | $124K |
| STRS Ohio | 0.00% | Add +0.1% | 813 | $121K |
| Hantz Financial Services, Inc. | 0.00% | Add +228.5% | 749 | $112K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.8% | 716 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Add +446.8% | 689 | $103K |
| Parkside Financial Bank & Trust | 0.01% | Add +42.9% | 653 | $97K |
| MAI Capital Management | 0.00% | Add +5.0% | 551 | $82K |
| UMB Bank, n.a. | 0.00% | Add +42.8% | 547 | $81K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 543 | $81K |
| Hilltop National Bank | 0.02% | Reduce -16.0% | 541 | $81K |
| Kestra Advisory Services, LLC | 0.00% | New | 535 | $80K |
| Danske Bank A/S | 0.00% | No change | 500 | $74K |
| Allworth Financial LP | 0.00% | Add +1617.2% | 498 | $74K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 480 | $72K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -34.6% | 464 | $69K |
| Clearstead Advisors, LLC | 0.00% | Add +214.7% | 450 | $67K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.9% | 425 | $64K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 402 | $60K |
| Bangor Savings Bank | 0.00% | No change | 380 | $57K |
| IFP Advisors, Inc | 0.00% | Add +225.4% | 371 | $55K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $45K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -49.0% | 280 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 250 | $37K |
| Quent Capital, LLC | 0.00% | Add +33.1% | 237 | $35K |
| First Horizon Corp. | 0.00% | Add +65.7% | 237 | $35K |
| Jones Financial Companies LLLP | 0.00% | Reduce -28.3% | 236 | $35K |
| Ancora Advisors LLC | 0.00% | New | 233 | $35K |
| Legacies Wealth LLC | 0.02% | No change | 214 | $32K |
| Truvestments Capital LLC | 0.01% | Reduce -18.4% | 208 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 203 | $30K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.8% | 179 | $27K |
| Core Alternative Capital | 0.01% | No change | 171 | $25K |
| Los Angeles Capital Management LLC | 0.00% | New | 168 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.6% | 167 | $25K |
| Activest Wealth Management | 0.00% | New | 151 | $22K |
| National Bank of Canada | 0.00% | New | 137 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +4200.0% | 129 | $19K |
| Rothschild Investment LLC | 0.00% | New | 129 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -93.8% | 122 | $18K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 120 | $18K |
| Quarry LP | 0.00% | Add +23.9% | 109 | $16K |
| True Wealth Design, LLC | 0.00% | Add +664.3% | 107 | $16K |
| International Assets Investment Management, LLC | 0.00% | New | 104 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.6% | 101 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 101 | $15K |
| Root Financial Partners, LLC | 0.00% | Add +4.2% | 100 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $15K |
| Huntington National Bank | 0.00% | Add +1533.3% | 98 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -13.5% | 96 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 95 | $14K |
| Lodestone Wealth Management LLC | 0.00% | New | 74 | $11K |
| Smithfield Trust Co | 0.00% | No change | 67 | $10K |
| Parallel Advisors, LLC | 0.00% | Add +76.3% | 67 | $10K |
| Kelleher Financial Advisors | 0.00% | No change | 65 | $10K |
| Y.D. More Investments Ltd | 0.00% | Reduce -50.0% | 62 | $9K |
| Covestor Ltd | 0.00% | No change | 57 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -43.5% | 52 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 43 | $6K |
| Signaturefd, LLC | 0.00% | Add +2.4% | 42 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 32 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -34.7% | 32 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.1% | 31 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +115.4% | 28 | $4K |
| Signature Equity Partners, LLC | 0.00% | — | 28 | $4K |
| Assetmark, Inc. | 0.00% | Add +116.7% | 26 | $4K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -66.7% | 25 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 25 | $4K |
| Concord Wealth Partners | 0.00% | No change | 24 | $4K |
| Private Trust Co. NA | 0.00% | No change | 23 | $3K |
| Bravera Wealth | 0.00% | — | 22 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +66.7% | 20 | $3K |
| Fairscale Capital, LLC | 0.00% | No change | 19 | $3K |
| PFS Partners, LLC | 0.00% | No change | 18 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 18 | $3K |
| Whittier Trust Co. | 0.00% | No change | 15 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 14 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 15 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 12 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 11 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 10 | $1K |
| Rossby Financial, LCC | 0.00% | Add +25.0% | 10 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $1K |
| Elyxium Wealth, LLC | 0.00% | New | 9 | $1K |
| J.Safra Asset Management Corp | 0.00% | No change | 9 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 9 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -20.0% | 8 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 8 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 7 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $894 |
| Creative Financial Designs Inc. | 0.00% | No change | 6 | $894 |
| NFSG Corp | 0.00% | No change | 6 | $894 |
| Nemes Rush Group LLC | 0.00% | No change | 6 | $894 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $894 |
| Ares Financial Consulting, LLC | 0.00% | — | 5 | $745 |
| Torren Management, LLC | 0.00% | — | 5 | $745 |
| SouthState Bank Corp | 0.00% | No change | 5 | $745 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $745 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $596 |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $596 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $596 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $595 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 3 | $447 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $447 |
| TD Private Client Wealth LLC | 0.00% | No change | 3 | $447 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $447 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $298 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $298 |
| Horizon Investments, LLC | 0.00% | No change | 2 | $298 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $149 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $149 |
| Toronto Dominion Bank | 0.00% | New | 1 | $116 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $113 |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.