WexWEX
13F holders, Q1 2026 (March 31)434holders +6
60new positions
56sold out
8famous investors
$153.09avg. 13F price*
At the end of Q1 2026, 434 institutions reported holding Wex Inc. (WEX) in their 13F filings, up 6 from Q4 2025. 60 opened new positions and 56 sold out. The largest holders were Janus Henderson Group PLC ($599.3M), BlackRock, Inc. ($475.3M) and Par Capital Management Inc. ($345.1M). 8 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $179.6M |
| Exits | 56 | $80.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,429,509 shares bought and 2,876,822 shares sold, net +552,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 434 holders
| Janus Henderson Group PLC | 0.29% | Add +1.1% | 3,916,073 | $599.3M |
| BlackRock, Inc. | 0.01% | Add +1.5% | 3,105,441 | $475.3M |
| Par Capital Management Inc. | 10.03% | Add +0.1% | 2,254,984 | $345.1M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 2,100,268 | $321.4M |
| Impactive Capital LP | 18.95% | Reduce -22.2% | 1,707,253 | $261.3M |
| Boston Partners | 0.27% | Add +14.7% | 1,660,773 | $254.2M |
| Vanguard Capital Management LLC | 0.01% | — | 1,542,446 | $236.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,483,603 | $227.1M |
| AQR Capital Management | 0.09% | Add +46.7% | 1,305,443 | $199.8M |
| FMR LLC | 0.01% | Add +6.9% | 1,225,304 | $187.5M |
| State Street Corp. | 0.01% | Add +2.8% | 1,091,413 | $167.0M |
| Earnest Partners LLC | 0.56% | Reduce -0.8% | 883,005 | $135.1M |
| Bank of America Corp. | 0.01% | Add +13.6% | 823,681 | $126.1M |
| Lyrical Asset Management LP | 1.78% | Reduce -1.7% | 760,936 | $116.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.2% | 686,135 | $105.0M |
| Turtle Creek Asset Management Inc. | 3.83% | Add +58.5% | 669,335 | $102.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.6% | 655,837 | $100.4M |
| Sei Investments Co. | 0.08% | Add +8.7% | 597,600 | $91.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.4% | 478,553 | $73.2M |
| River Road Asset Management, LLC | 0.83% | Reduce -38.6% | 476,077 | $72.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.60% | Reduce -8.1% | 375,110 | $59.8M |
| Gotham Asset Management | 0.18% | Add +40.2% | 375,048 | $57.4M |
| Snyder Capital Management L P | 1.10% | Add +6.5% | 370,664 | $56.7M |
| Federated Hermes, Inc. | 0.09% | Add +3.7% | 362,372 | $55.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 338,457 | $51.9M |
| Ariel Investments | 0.58% | Add +0.3% | 337,724 | $51.7M |
| Northern Trust Corp. | 0.01% | Add +4.2% | 332,852 | $50.9M |
| Wellington Management Group LLP | 0.01% | Add +15.6% | 307,365 | $47.0M |
| SG Capital Management LLC | 3.82% | New | 303,280 | $46.4M |
| UBS Group AG | 0.01% | Reduce -32.6% | 289,761 | $44.3M |
| Citadel Advisors | 0.03% | New | 274,827 | $42.1M |
| New South Capital Management Inc. | 1.82% | Reduce -7.2% | 248,763 | $38.1M |
| Hotchkis & Wiley Capital Management LLC | 0.11% | Reduce -38.0% | 236,598 | $36.2M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 232,682 | $35.6M |
| Balyasny Asset Management L.P. | 0.07% | New | 231,924 | $35.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 213,657 | $32.7M |
| Quantinno Capital Management LP | 0.05% | Add +111.8% | 212,873 | $32.6M |
| Capital World Investors | 0.00% | Add +120.5% | 211,240 | $32.3M |
| Sunriver Management LLC | 5.27% | Reduce -38.1% | 203,694 | $31.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -6.1% | 201,674 | $30.9M |
| Lakewood Capital Management, LP | 1.97% | Reduce -11.8% | 200,968 | $30.8M |
| Rice Hall James & Associates, LLC | 1.54% | Add +3.5% | 180,314 | $27.6M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -2.5% | 175,138 | $26.8M |
| Solel Partners LP | 5.46% | No change | 167,000 | $25.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.3% | 166,904 | $25.5M |
| Hawk Ridge Capital Management LP | 0.91% | Reduce -64.0% | 163,471 | $25.0M |
| Longaeva Partners L.P. | 1.19% | New | 161,275 | $24.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.2% | 125,631 | $19.2M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.6% | 120,532 | $18.4M |
| Primecap Management Co. | 0.01% | Reduce -45.6% | 116,760 | $17.9M |
| Natixis Advisors, LLC | 0.02% | Add +10.7% | 114,313 | $17.5M |
| Ieq Capital, LLC | 0.08% | Add +56.4% | 108,008 | $16.5M |
| Rhumbline Advisers | 0.01% | Add +1.4% | 105,633 | $16.2M |
| Jones Financial Companies LLLP | 0.01% | Add +45055.5% | 106,567 | $15.7M |
| Lone Peak Global Investors LLC | 2.35% | Reduce -3.2% | 92,257 | $14.1M |
| Nuveen, LLC | 0.00% | Add +8.9% | 91,917 | $14.1M |
| Invesco Ltd. | 0.00% | Reduce -2.5% | 83,271 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 79,556 | $12.2M |
| California Public Employees Retirement System | 0.01% | Add +16.3% | 76,604 | $11.7M |
| Principal Financial Group Inc. | 0.01% | Add +3.7% | 76,507 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 75,298 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.0% | 70,613 | $10.8M |
| SG Americas Securities, LLC | 0.01% | Add +363.1% | 67,927 | $10.4M |
| Spinnaker Trust | 0.56% | No change | 65,963 | $10.1M |
| Swiss National Bank | 0.01% | Add +0.3% | 64,426 | $9.9M |
| Rhino Investment Partners, Inc | 2.61% | Add +45.7% | 61,205 | $9.4M |
| Lightrock Netherlands B.V. | 1.96% | Reduce -4.0% | 60,000 | $9.2M |
| Atom Investors LP | 0.62% | New | 56,949 | $8.7M |
| Thompson Siegel & Walmsley LLC | 0.15% | Reduce -19.3% | 55,110 | $8.4M |
| Mariner, LLC | 0.01% | Add +118.9% | 54,635 | $8.4M |
| First Trust Advisors LP | 0.01% | Add +31.5% | 52,395 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +36.0% | 51,365 | $7.9M |
| Gator Capital Management, LLC | 1.61% | Reduce -25.9% | 49,264 | $7.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.6% | 45,568 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +14.0% | 44,308 | $6.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -15.4% | 43,912 | $6.7M |
| Legal & General Group Plc | 0.00% | Reduce -11.9% | 43,576 | $6.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -38.2% | 42,036 | $6.4M |
| Crossmark Global Holdings, Inc. | 0.09% | Add +42.8% | 41,714 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Add +9.3% | 42,102 | $6.3M |
| California State Teachers Retirement System | 0.01% | Add +23.6% | 38,221 | $5.8M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.6% | 35,118 | $5.4M |
| Cambiar Investors LLC | 0.23% | Reduce -10.4% | 31,931 | $4.9M |
| Foyston, Gordon & Payne Inc | 1.07% | Add +40.8% | 30,447 | $4.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 30,295 | $4.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 30,148 | $4.6M |
| Sone Capital Management, LLC | 0.38% | New | 29,404 | $4.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.22% | Add +33.8% | 29,375 | $4.5M |
| Cwm, LLC | 0.01% | Add +66.2% | 28,913 | $4.4M |
| Fifth Third Bancorp | 0.01% | Add +387.1% | 28,746 | $4.4M |
| Penserra Capital Management LLC | 0.05% | Reduce -33.0% | 28,118 | $4.3M |
| Long Road Investment Counsel, LLC | 1.68% | Add +2.2% | 28,034 | $4.3M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -5.0% | 27,967 | $4.3M |
| HM Payson & Co. | 0.06% | Reduce -3.5% | 27,692 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 26,216 | $4.0M |
| Squarepoint Ops LLC | 0.01% | Add +357.6% | 25,724 | $3.9M |
| Man Group plc | 0.01% | Add +53.1% | 25,598 | $3.9M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -0.3% | 24,582 | $3.8M |
| Seizert Capital Partners, LLC | 0.17% | New | 24,325 | $3.7M |
| Bessemer Group Inc. | 0.01% | Reduce -0.3% | 23,853 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +29.1% | 25,293 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +84.7% | 22,559 | $3.5M |
| Illinois Municipal Retirement Fund | 0.04% | Add +12.8% | 21,330 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -16.1% | 20,751 | $3.2M |
| Creative Planning | 0.00% | Add +79.6% | 20,620 | $3.2M |
| Intrinsic Edge Capital Management LLC | 0.56% | New | 20,000 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.0% | 19,988 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.6% | 19,626 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +17.1% | 19,579 | $3.0M |
| Lazard Asset Management LLC | 0.00% | Add +45.5% | 19,057 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -2.5% | 19,009 | $2.9M |
| Factorial Partners, LLC | 2.11% | Add +2.7% | 19,000 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -12.4% | 18,844 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.7% | 18,837 | $2.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 17,971 | $2.8M |
| Martin & Co. Inc. | 0.45% | Add +1.0% | 17,176 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +71.7% | 17,119 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Add +0.6% | 16,986 | $2.6M |
| Millennium Management | 0.00% | Reduce -75.8% | 16,663 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -58.9% | 16,612 | $2.5M |
| Amundi | 0.00% | Add +10.4% | 16,172 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +1.4% | 15,828 | $2.4M |
| Incline Global Management LLC | 0.94% | Reduce -82.9% | 15,663 | $2.4M |
| Henshaw Capital LLC | 0.09% | No change | 15,609 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -0.8% | 15,491 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -56.6% | 15,107 | $2.3M |
| Clark Estates Inc. | 0.56% | No change | 15,100 | $2.3M |
| Barclays PLC | 0.00% | Reduce -38.9% | 14,739 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 14,571 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.0% | 14,535 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 14,529 | $2.2M |
| Deutsche Bank AG | 0.00% | Add +1.0% | 14,465 | $2.2M |
| Fulcrum Asset Management LLP | 0.33% | Add +4.7% | 14,305 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +214.6% | 14,013 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +52.5% | 14,251 | $2.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -30.0% | 14,019 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 13,743 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -7.9% | 13,140 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | Add +54.1% | 12,244 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +0.3% | 12,027 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -3.3% | 11,832 | $1.8M |
| Palisade Capital Management, LP | 0.06% | Reduce -11.1% | 11,453 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 11,270 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.0% | 11,097 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 11,020 | $1.7M |
| Bullseye Asset Management LLC | 0.95% | No change | 10,742 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.4% | 10,012 | $1.5M |
| CenterBook Partners LP | 0.08% | Reduce -85.9% | 9,962 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.2% | 9,900 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -69.2% | 9,700 | $1.5M |
| EJF Capital LP | 1.00% | No change | 9,300 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.8% | 8,952 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +94.6% | 8,938 | $1.4M |
| Radnor Capital Management, LLC | 0.20% | Reduce -6.7% | 8,930 | $1.4M |
| Nomura Holdings Inc. | 0.01% | Reduce -87.4% | 8,647 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 8,591 | $1.3M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 8,297 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +2.5% | 8,275 | $1.3M |
| Formula Growth Ltd. | 0.57% | No change | 8,200 | $1.3M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -5.3% | 7,882 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 7,726 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.1% | 7,682 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -23.7% | 7,680 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -35.0% | 7,517 | $1.2M |
| Zions Bancorporation, National Association | 0.07% | Reduce -39.8% | 7,468 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 7,200 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.9% | 7,200 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +48.4% | 7,044 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.5% | 6,979 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Add +8.7% | 6,697 | $1.0M |
| Entropy Technologies, LP | 0.05% | Add +11.0% | 6,654 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.08% | Reduce -45.8% | 6,420 | $983K |
| Vident Advisory, LLC | 0.01% | Add +8.4% | 6,378 | $976K |
| Caprock Group, LLC | 0.02% | Add +19.0% | 6,333 | $969K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +2.0% | 6,280 | $961K |
| Integrated Wealth Concepts LLC | 0.01% | Add +138.2% | 6,050 | $926K |
| Brevan Howard Capital Management LP | 0.01% | New | 6,037 | $924K |
| Chicago Partners Investment Group LLC | 0.02% | Add +93.6% | 4,831 | $893K |
| Atria Investments, Inc | 0.01% | Add +1.2% | 5,747 | $880K |
| Victory Capital Management Inc. | 0.00% | Add +7.4% | 5,548 | $849K |
| Bank of Montreal | 0.00% | Reduce -75.6% | 5,498 | $841K |
| Sepio Capital, LP | 0.05% | Add +6.5% | 5,430 | $831K |
| Numerai GP LLC | 0.08% | Reduce -14.9% | 5,404 | $827K |
| Brighton Jones LLC | 0.02% | New | 5,380 | $823K |
| HighTower Advisors, LLC | 0.00% | Add +9.1% | 5,355 | $820K |
| Canada Pension Plan Investment Board | 0.00% | Add +85.7% | 5,200 | $796K |
| Syon Capital LLC | 0.04% | Add +65.9% | 5,199 | $796K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -49.2% | 5,024 | $769K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.6% | 5,019 | $768K |
| Prelude Capital Management, LLC | 0.06% | No change | 5,000 | $765K |
| M&T Bank Corp | 0.00% | Add +22.3% | 4,996 | $765K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.4% | 4,888 | $747K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +45.6% | 4,804 | $735K |
| Verition Fund Management LLC | 0.01% | Reduce -68.7% | 4,652 | $712K |
| Bridgefront Capital, LLC | 0.18% | Add +127.3% | 4,623 | $708K |
| Callan Family Office, LLC | 0.02% | Add +4.9% | 4,524 | $692K |
| Aurora Investment Counsel | 0.38% | Reduce -8.4% | 4,511 | $690K |
| Krilogy Financial LLC | 0.02% | Add +19.7% | 3,900 | $684K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.0% | 4,449 | $681K |
| Trexquant Investment LP | 0.00% | Add +43.6% | 4,446 | $680K |
| Xponance LLC | 0.00% | Add +27.7% | 4,399 | $673K |
| Cetera Investment Advisers | 0.00% | Reduce -30.7% | 4,379 | $670K |
| TradeLink Capital LLC | 4.96% | New | 4,104 | $656K |
| Tidal Investments LLC | 0.00% | Reduce -21.2% | 4,226 | $647K |
| Bank of Nova Scotia | 0.00% | New | 4,200 | $643K |
| Inspire Investing, LLC | 0.04% | Add +8.4% | 4,142 | $634K |
| Bath Savings Trust Co | 0.07% | Reduce -10.7% | 4,117 | $630K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,051 | $620K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 3,955 | $605K |
| Intech Investment Management LLC | 0.01% | Reduce -69.9% | 3,853 | $590K |
| Truist Financial Corp. | 0.00% | Add +44.6% | 3,806 | $582K |
| &partners | 0.00% | Add +27.2% | 3,723 | $570K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -19.2% | 3,721 | $569K |
| Quantum Portfolio Management LLC | 0.24% | Reduce -4.9% | 3,643 | $558K |
| Retirement Planning Co of New England, Inc. | 0.23% | Add +0.8% | 3,625 | $555K |
| Pallas Capital Advisors LLC | 0.02% | Add +2.1% | 3,597 | $550K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,593 | $550K |
| Pathstone Holdings, LLC | 0.00% | Add +16.7% | 3,528 | $540K |
| Choreo, LLC | 0.01% | Add +13.3% | 3,401 | $520K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,384 | $518K |
| Curi Capital, LLC | 0.01% | Add +27.1% | 3,315 | $507K |
| Clark Asset Management, LLC | 0.05% | No change | 3,265 | $500K |
| Teacher Retirement System of Texas | 0.00% | Add +15.6% | 3,181 | $487K |
| GM Advisory Group, LLC | 0.02% | No change | 3,177 | $486K |
| XTX Topco Ltd | 0.01% | Reduce -66.6% | 3,113 | $476K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,077 | $471K |
| Benin Management CORP | 0.10% | No change | 3,041 | $465K |
| AREX Capital Management, LP | 0.76% | New | 3,000 | $459K |
| Bull Harbor Capital LLC | 0.12% | — | 2,977 | $456K |
| American Century Companies Inc. | 0.00% | Add +19.4% | 2,970 | $455K |
| Watershed Asset Management, L.L.C. | 0.47% | New | 2,967 | $454K |
| Commerce Bank | 0.00% | Reduce -5.1% | 2,965 | $454K |
| William Blair Investment Management, LLC | 0.00% | Add +2.6% | 2,930 | $448K |
| Procyon Advisors, LLC | 0.02% | Add +1.3% | 2,891 | $442K |
| Stephens Inc. | 0.01% | Reduce -12.3% | 2,859 | $438K |
| Optimize Financial Inc. | 0.21% | Add +6.6% | 2,850 | $436K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +6.9% | 2,784 | $426K |
| Blue Trust, Inc. | 0.00% | Add +29.6% | 2,740 | $419K |
| MML Investors Services, LLC | 0.00% | Reduce -14.9% | 2,730 | $418K |
| Kera Capital Partners, Inc. | 0.05% | Add +46.2% | 2,615 | $400K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +4.0% | 2,611 | $400K |
| Empowered Funds, LLC | 0.00% | Add +76.6% | 2,598 | $398K |
| Securian Asset Management, Inc. | 0.02% | Add +4.1% | 2,557 | $391K |
| Isthmus Partners, LLC | 0.04% | Add +22.7% | 2,549 | $390K |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 2,543 | $389K |
| Ensign Peak Advisors, Inc | 0.00% | Add +35.2% | 2,497 | $382K |
| Wilkinson Global Asset Management LLC | 0.03% | No change | 2,450 | $375K |
| State of Wyoming | 0.04% | Reduce -56.4% | 2,364 | $362K |
| Susquehanna International Group, LLP | 0.00% | New | 2,361 | $361K |
| Two Sigma Investments, LP | 0.00% | New | 2,300 | $352K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,193 | $342K |
| Index Technologies Group LLC | 0.37% | Reduce -5.7% | 2,220 | $340K |
| Eukles Asset Management | 0.15% | Reduce -35.4% | 2,216 | $339K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -21.8% | 2,191 | $335K |
| Ballentine Partners, LLC | 0.00% | Add +0.3% | 2,153 | $329K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | No change | 2,140 | $328K |
| Legato Capital Management LLC | 0.03% | Reduce -13.6% | 2,134 | $327K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -73.9% | 2,130 | $326K |
| Havemeyer Place LP | 0.04% | Reduce -27.5% | 2,115 | $324K |
| Storgate, LLC | 0.25% | Add +8.3% | 2,113 | $323K |
| Evolve Private Wealth, LLC | 0.02% | Add +29.0% | 2,113 | $323K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.5% | 2,101 | $322K |
| Qsemble Capital Management, LP | 0.02% | Add +19.0% | 2,070 | $317K |
| Gabelli Funds LLC | 0.00% | Reduce -24.9% | 2,027 | $310K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -1.8% | 2,019 | $309K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,998 | $306K |
| Prudential Financial Inc. | 0.00% | Reduce -2.7% | 1,993 | $305K |
| Portside Wealth Group, LLC | 0.04% | Reduce -0.3% | 1,953 | $299K |
| Waverly Advisors, LLC | 0.00% | New | 1,948 | $298K |
| US Bancorp \de | 0.00% | Reduce -11.7% | 1,913 | $293K |
| Renaissance Technologies | 0.00% | New | 1,900 | $291K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -18.9% | 1,862 | $288K |
| HB Wealth Management, LLC | 0.00% | New | 1,871 | $286K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,852 | $283K |
| Equitable Trust Co. | 0.01% | Reduce -6.9% | 1,845 | $282K |
| GAMCO Investors | 0.00% | No change | 1,830 | $280K |
| Utah Retirement Systems | 0.00% | No change | 1,794 | $275K |
| SageView Advisory Group, LLC | 0.01% | Add +2.9% | 1,739 | $266K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 1,738 | $266K |
| Chicago Capital, LLC | 0.01% | No change | 1,728 | $264K |
| MAI Capital Management | 0.00% | Add +211.4% | 1,716 | $263K |
| Brooklyn Investment Group | 0.01% | Reduce -23.1% | 1,702 | $260K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 1,674 | $256K |
| Parcion Private Wealth LLC | 0.02% | New | 1,650 | $253K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.5% | 1,642 | $251K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 1,590 | $243K |
| NewEdge Advisors, LLC | 0.00% | Add +679.8% | 1,583 | $242K |
| DNB Asset Management AS | 0.00% | New | 1,579 | $242K |
| HSBC Holdings PLC | 0.00% | Add +0.3% | 1,561 | $239K |
| Panagora Asset Management Inc. | 0.00% | Add +2.5% | 1,558 | $238K |
| Claret Asset Management Corp | 0.03% | No change | 1,558 | $238K |
| Net Worth Advisory Group | 0.05% | Reduce -11.8% | 1,520 | $233K |
| Rothschild Wealth LLC | 0.02% | New | 1,507 | $231K |
| Compound Planning, Inc. | 0.01% | New | 1,504 | $230K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +38.2% | 1,502 | $230K |
| Evoke Wealth, LLC | 0.00% | New | 1,469 | $225K |
| Flputnam Investment Management Co. | 0.00% | Reduce -25.3% | 1,467 | $225K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 1,465 | $224K |
| Certuity, LLC | 0.01% | New | 1,456 | $223K |
| Essential Partners LLC | 0.07% | Add +20.5% | 1,451 | $222K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,440 | $220K |
| Allworth Financial LP | 0.00% | Add +186.9% | 1,429 | $219K |
| Inspire Advisors, LLC | 0.02% | Add +3.9% | 1,425 | $218K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 1,382 | $212K |
| ProShare Advisors LLC | 0.00% | Reduce -0.1% | 1,375 | $210K |
| Inceptionr LLC | 0.05% | New | 1,374 | $210K |
| Cadent Capital Advisors, LLC | 0.05% | No change | 1,351 | $207K |
| Lido Advisors, LLC | 0.00% | New | 1,319 | $202K |
| QRG Capital Management, Inc. | 0.00% | New | 1,315 | $201K |
| Rehmann Capital Advisory Group | 0.01% | New | 1,314 | $201K |
| Advisory Services Network, LLC | 0.00% | New | 1,258 | $193K |
| MCF Advisors LLC | 0.01% | New | 1,218 | $186K |
| GAMMA Investing LLC | 0.01% | Add +18.1% | 1,199 | $183K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -33.5% | 1,160 | $178K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.8% | 1,066 | $163K |
| KBC Group NV | 0.00% | No change | 1,046 | $160K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 1,029 | $159K |
| Hantz Financial Services, Inc. | 0.00% | Add +22.3% | 916 | $140K |
| Quadrant Capital Group LLC | 0.00% | Add +5.0% | 877 | $134K |
| Clearstead Advisors, LLC | 0.00% | Add +88.7% | 849 | $130K |
| STRS Ohio | 0.00% | Reduce -0.1% | 812 | $124K |
| Parkside Financial Bank & Trust | 0.01% | Add +18.5% | 774 | $118K |
| Arax Advisory Partners | 0.00% | Add +509.0% | 743 | $114K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.1% | 731 | $110K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -83.8% | 703 | $108K |
| Osaic Holdings, Inc. | 0.00% | Add +14.2% | 620 | $95K |
| Hilltop National Bank | 0.02% | Add +6.7% | 577 | $88K |
| UMB Bank, n.a. | 0.00% | Add +1.6% | 556 | $85K |
| Rothschild Investment LLC | 0.00% | Add +312.4% | 532 | $81K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.6% | 487 | $75K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 480 | $73K |
| Exchange Traded Concepts, LLC | 0.00% | New | 474 | $73K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 464 | $71K |
| Versant Capital Management, Inc | 0.01% | Add +339.6% | 422 | $65K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 402 | $62K |
| Cache Advisors, LLC | 0.01% | New | 389 | $60K |
| Bangor Savings Bank | 0.00% | No change | 380 | $58K |
| Root Financial Partners, LLC | 0.00% | Add +255.0% | 355 | $54K |
| IFP Advisors, Inc | 0.00% | Reduce -12.4% | 325 | $50K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $46K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $46K |
| Sittner & Nelson, LLC | 0.02% | New | 275 | $42K |
| Quent Capital, LLC | 0.00% | Add +13.1% | 268 | $41K |
| First Horizon Corp. | 0.00% | Add +9.7% | 260 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.4% | 251 | $38K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 250 | $38K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +144.6% | 247 | $38K |
| National Bank of Canada | 0.00% | Add +72.3% | 236 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +133.0% | 233 | $36K |
| Ancora Advisors LLC | 0.00% | Reduce -6.4% | 218 | $33K |
| True Wealth Design, LLC | 0.01% | Add +86.0% | 199 | $30K |
| Ares Financial Consulting, LLC | 0.02% | Add +3860.0% | 198 | $30K |
| Huntington National Bank | 0.00% | Add +95.9% | 192 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Add +41.1% | 182 | $28K |
| Wealth Preservation Advisors, LLC | 0.02% | New | 182 | $28K |
| Bayforest Capital Ltd | 0.03% | New | 173 | $26K |
| Los Angeles Capital Management LLC | 0.00% | No change | 168 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.6% | 161 | $25K |
| Activest Wealth Management | 0.00% | Add +2.0% | 154 | $24K |
| Core Alternative Capital | 0.01% | Reduce -14.6% | 146 | $22K |
| Signature Equity Partners, LLC | 0.01% | Add +325.0% | 119 | $18K |
| Larson Financial Group LLC | 0.00% | Add +265.6% | 117 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.0% | 103 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 104 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 100 | $15K |
| Truvestments Capital LLC | 0.00% | Reduce -53.4% | 97 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 95 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +16.4% | 78 | $12K |
| Lodestone Wealth Management LLC | 0.00% | No change | 74 | $11K |
| Covestor Ltd | 0.01% | Add +12.3% | 64 | $10K |
| Smithfield Trust Co | 0.00% | No change | 67 | $10K |
| Kelleher Financial Advisors | 0.00% | No change | 65 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | New | 45 | $7K |
| Signaturefd, LLC | 0.00% | Add +7.1% | 45 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 43 | $7K |
| CVA Family Office, LLC | 0.00% | New | 42 | $6K |
| Assetmark, Inc. | 0.00% | Add +57.7% | 41 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 31 | $5K |
| Rossby Financial, LCC | 0.00% | Add +200.0% | 30 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +107.1% | 29 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.1% | 26 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 25 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +200.0% | 24 | $4K |
| Private Trust Co. NA | 0.00% | No change | 23 | $4K |
| Bravera Wealth | 0.00% | No change | 22 | $3K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 20 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +5.6% | 19 | $3K |
| PFS Partners, LLC | 0.00% | No change | 18 | $3K |
| J.Safra Asset Management Corp | 0.00% | Add +88.9% | 17 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 16 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 15 | $2K |
| Capital Analysts, LLC | 0.00% | Reduce -33.3% | 10 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 13 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 12 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +175.0% | 11 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 11 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +57.1% | 11 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 9 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 9 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +14.3% | 8 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 8 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 8 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | New | 7 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 7 | $1K |
| Investors Research Corp | 0.00% | New | 7 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $919 |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $918 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 6 | $918 |
| Creative Financial Designs Inc. | 0.00% | No change | 6 | $918 |
| Nemes Rush Group LLC | 0.00% | No change | 6 | $918 |
| SouthState Bank Corp | 0.00% | No change | 5 | $766 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +25.0% | 5 | $765 |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $613 |
| Raffa Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $612 |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 4 | $612 |
| Dunhill Financial, LLC | 0.00% | Add +200.0% | 3 | $575 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 3 | $459 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $459 |
| TD Private Client Wealth LLC | 0.00% | No change | 3 | $459 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $306 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 2 | $306 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $306 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $306 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $154 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $153 |
| Curio Wealth, LLC | 0.00% | New | 1 | $153 |
| Harbour Investments, Inc. | 0.00% | Reduce -95.0% | 1 | $153 |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -96.0% | 1 | $153 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $153 |
| Toronto Dominion Bank | 0.00% | No change | 1 | $119 |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.