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Disclosery

WEX WEX INC

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COM (common), issuer CIK 1309108

422 managers (431 13F filers) reported a position in WEX shares at 2024-12-31, 40,255,031 shares in all. 47 filers opened a position and 58 filers sold out during the quarter.

Managers
422
13F filers
431
New
47
Added
121
Reduced
173
Sold out
58
Shares held by filers
40,255,031

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-88 S$175.71Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-615 S$174.94Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-549 S$173.54Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-602 S$172.63Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-48 S$171.3Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-98 S$169.81Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
XPONANCE LLC4,864$853K0.01%+6813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,843$849K<0.01%-327,82013F-HR/ATimelineGroup
Atria Investments, Inc4,740$831K0.01%-1,78813F-HRTimeline
Cornerstone Investment Partners, LLC4,572$802K0.04%+14413F-HRTimeline
State of Alaska, Department of Revenue4,536$795K0.01%-23513F-HRTimeline
PEAK6 LLCin group PEAK6 LLC4,409$773K0.03%13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,395$771K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,375$767K0.02%+1,45413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,271$749K<0.01%+78613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…4,127$724K0.01%-91213F-HRTimelineGroup
EntryPoint Capital, LLC4,100$719K0.3%+2,80813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,073$714K<0.01%-37313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,042$709K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA4,054$702K0.01%13F-HR/ATimeline
TOWNSQUARE CAPITAL LLC3,890$682K0.01%-40613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,837$671K<0.01%-15113F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd3,574$627K0.07%+70513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,554$623K<0.01%-7013F-HRTimelineGroup
Entropy Technologies, LP3,500$614K0.06%new13F-HRTimeline
Keeley-Teton Advisors, LLC3,413$598K0.07%-26413F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP3,393$595K0.09%new13F-HRTimeline
Procyon Advisors, LLC3,317$582K0.04%-37413F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,292$577K0.03%+45513F-HRTimeline
Mariner, LLCin group Mariner, LLC3,123$548K<0.01%-53413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,113$547K<0.01%+1,81813F-HRTimelineGroup
Benin Management CORP3,041$533K0.15%+84013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,007$527K0.02%-18813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,965$520K0.01%+6013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,899$519K<0.01%-71313F-HRTimelineGroup
Portside Wealth Group, LLC2,938$515K0.09%-1013F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,933$514K0.02%-23413F-HRTimelineGroup
Illinois Municipal Retirement Fund2,931$514K0.01%013F-HRTimeline
Cetera Investment Advisers2,915$511K<0.01%-80713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,867$503K<0.01%+2713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,839$498K<0.01%-7,34713F-HRTimelineGroup
Gator Capital Management, LLC2,801$491K0.19%013F-HRTimeline
Eukles Asset Management2,729$478K0.2%-4013F-HRTimeline
INCEPTIONR LLC2,595$455K0.1%new13F-HRTimeline
Welch & Forbes LLC2,525$443K0.01%013F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,520$442K<0.01%+113F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding2,501$438K-770Timeline
SHELL ASSET MANAGEMENT CO2,480$435K0.02%-413F-HRTimeline
Wilkinson Global Asset Management LLC2,450$430K0.03%013F-HRTimeline
Crossmark Global Holdings, Inc.2,444$429K0.01%-77413F-HRTimeline
Boit C F David2,340$410K0.17%013F-HRTimeline
CHOREO, LLC2,373$405K0.01%+59813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,279$400K<0.01%-46113F-HRTimelineGroup
Centiva Capital, LP2,274$399K0.02%new13F-HRTimeline
Sterling Capital Management LLC2,198$385K0.01%+68313F-HRTimeline
Ballentine Partners, LLC2,126$373K0.01%013F-HRTimeline
DekaBank Deutsche Girozentrale2,193$371K<0.01%013F-HRTimeline
Maryland State Retirement & Pension Sys…2,116$371K0.01%-26813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC2,105$369K0.12%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,054$360K0.01%+1313F-HRTimelineGroup
AXQ CAPITAL, LP2,018$354K0.16%new13F-HRTimeline
Retirement Planning Co of New England, …2,002$351K0.17%+15713F-HRTimeline
Verition Fund Management LLC1,983$348K<0.01%-12,10613F-HRTimeline
Snowden Capital Advisors LLC1,976$346K0.01%-19513F-HRTimeline
Moody Aldrich Partners LLC1,924$337K0.06%-913F-HRTimeline
Radnor Capital Management, LLC1,890$331K0.06%new13F-HRTimeline
ISTHMUS PARTNERS, LLC1,886$331K0.04%+10813F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,883$330K-21,387Timeline
ProShare Advisors LLC1,862$326K<0.01%-1,72013F-HRTimeline
GLOBEFLEX CAPITAL L P1,836$322K0.03%-76413F-HRTimeline
KBC Group NVin group KBC Group NV1,825$320K<0.01%+63813F-HRTimelineGroup
Cadent Capital Advisors, LLC1,819$319K0.11%013F-HRTimeline
ExodusPoint Capital Management, LP1,805$316K<0.01%-4,52013F-HRTimeline
Quantessence Capital LLC1,788$313K0.13%13F-HRTimeline
Knollwood Investment Advisory, LLC1,744$306K0.03%013F-HRTimeline
Beverly Hills Private Wealth, LLC1,742$305K0.06%-18313F-HRTimeline
Chicago Capital, LLC1,728$303K0.01%013F-HRTimeline
Legato Capital Management LLC1,713$300K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,698$298K0.05%new13F-HRTimeline
J2 Capital Management Inc1,688$296K0.28%13F-HRTimeline
Truvestments Capital LLC1,686$296K0.08%+7813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,674$293K<0.01%-1,61413F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,644$288K<0.01%-1113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC1,615$283K<0.01%+31013F-HRTimeline
SageView Advisory Group, LLC1,609$282K0.01%-1013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,590$279K<0.01%-25113F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,550$272K0.01%-12513F-HRTimeline
Schonfeld Strategic Advisors LLC1,546$271K<0.01%new13F-HRTimeline
Versor Investments LP1,534$269K0.05%-65013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,520$266K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,514$265K<0.01%+69013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,504$264K0.01%-33113F-HRTimeline
Blueshift Asset Management, LLC1,455$255K0.09%new13F-HRTimeline
Campbell & CO Investment Adviser LLC1,453$255K0.02%new13F-HRTimeline
Evercore Wealth Management, LLC1,432$251K<0.01%013F-HRTimeline
Blue Trust, Inc.1,425$250K<0.01%+1,00713F-HR/ATimeline
TRUST CO OF VERMONT1,424$250K0.01%+1,00513F-HRTimeline
Alaska Permanent Fund Corp1,372$241K<0.01%013F-HRTimeline
Empirical Asset Management, LLC2,275$240K0.08%new13F-HRTimeline
EP Wealth Advisors, LLC1,356$238K<0.01%+15813F-HRTimeline
Ethic Inc.1,333$234K<0.01%-94013F-HRTimeline
Net Worth Advisory Group1,330$233K0.07%-1813F-HRTimeline
DIVERSIFIED TRUST CO1,294$227K0.01%-1,50513F-HRTimeline
CIBC Asset Management Inc1,283$225K<0.01%+6513F-HRTimeline
HANCOCK WHITNEY CORP1,275$224K0.01%-1,20413F-HRTimeline
BURNEY CO/1,264$222K0.01%-15,26313F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP1,259$221K0.04%new13F-HRTimeline
Level Wealth Management LLC1,250$219K0.15%13F-HR/ATimeline
Rehmann Capital Advisory Group1,235$217K0.01%+3913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,227$215K<0.01%-15,19313F-HRTimelineGroup
WENDELL DAVID ASSOCIATES INC1,189$208K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,171$205K<0.01%-6613F-HRTimeline
Laird Norton Wetherby Wealth Management…1,168$205K0.01%+17413F-HRTimeline
Cresset Asset Management, LLC1,167$205K<0.01%-6,20813F-HRTimeline
Claret Asset Management Corp1,145$201K0.03%+813F-HRTimeline
Merit Financial Group, LLC1,143$200K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,025$187K0.01%-9613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.992$174K<0.01%-62913F-HR/ATimelineGroup
Hamilton Capital Partners Inc.774$136K0.01%+2413F-HRTimeline
Venturi Wealth Management, LLC735$129K0.01%+58513F-HRTimeline
AlphaQuest LLC666$117K0.02%+66113F-HRTimeline
MAI Capital Management500$87.7K<0.01%new13F-HRTimeline
Clean Yield Group500$87.7K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…491$86.1K<0.01%+35613F-HRTimeline
Hilltop National Bank488$85.6K0.03%-2313F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC480$84.2K0.02%013F-HRTimeline
Aster Capital Management (DIFC) Ltd422$74K0.03%new13F-HRTimeline
Bangor Savings Bank380$66.6K0.01%013F-HRTimeline
NewEdge Advisors, LLC367$64.3K<0.01%+2913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …348$61K<0.01%-40,52213F-HRTimelineGroup
Clearstead Trust, LLC337$59.1K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC325$57K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC327$55.8K0.01%+6613F-HRTimeline
North Star Investment Management Corp.300$52.6K<0.01%new13F-HRTimeline
Brooklyn Investment Group280$49.1K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB278$48.7K<0.01%+1313F-HRTimeline
QUADRANT CAPITAL GROUP LLC272$47.7K<0.01%+11413F-HRTimeline
UMB Bank, n.a.261$45.8K<0.01%+22113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP248$43.5K<0.01%+12913F-HRTimelineGroup
GAMMA Investing LLC247$43.3K<0.01%-5413F-HRTimeline
Legacies Wealth LLC214$37.5K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd214$37.5K<0.01%-1613F-HRTimelineGroup
State of Wyoming202$35.4K<0.01%new13F-HRTimeline
DANSKE BANK A/S200$35.1K<0.01%-90013F-HRTimeline
First Horizon Advisors, Inc.182$31.9K<0.01%-1413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.180$31.6K0.02%-813F-HRTimeline
Core Alternative Capital171$30K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB169$29.6K<0.01%013F-HRTimeline
Mendota Financial Group, LLC150$26.3K0.02%-13013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV144$25.2K0.02%13F-HRTimeline
Quent Capital, LLC139$24.4K<0.01%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC137$24K<0.01%-19013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.130$23K<0.01%+3013F-HRTimelineGroup
Global Retirement Partners, LLC130$22.8K<0.01%-7613F-HRTimeline
Covestor Ltd126$22K0.01%-15113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$21.9K<0.01%+11013F-HRTimelineGroup
LGT Financial Advisors LLC123$21.6K0.05%013F-HRTimeline
Rise Advisors, LLC121$21.2K0.01%013F-HRTimeline
Avior Wealth Management, LLC113$19.8K<0.01%-513F-HRTimeline
CENTRAL TRUST Co110$19.3K<0.01%-4213F-HRTimeline
IFP Advisors, Inc110$19.3K<0.01%+4113F-HRTimeline
Farther Finance Advisors, LLC104$18.2K<0.01%-413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…101$17.9K<0.01%013F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC100$17.5K0.01%new13F-HRTimeline
Parallel Advisors, LLC98$17.2K<0.01%+1613F-HRTimeline
WHITTIER TRUST CO97$17K<0.01%013F-HRTimeline
Lindbrook Capital, LLC85$14.9K<0.01%-8213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding82$14.4K+38Timeline
Compass Planning Associates Inc75$13.1K0.01%13F-HRTimeline
J.Safra Asset Management Corp73$12.5K<0.01%+2013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management71$12.4K<0.01%-12113F-HRTimelineGroup
Smithfield Trust Co67$12K<0.01%013F-HRTimeline
SIGNATUREFD, LLC65$11.4K<0.01%-1213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC54$9.47K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc53$9.29K<0.01%+2013F-HRTimeline
Parkside Financial Bank & Trust50$8.77K<0.01%+1613F-HRTimeline
R Squared Ltd50$8.77K0.01%13F-HRTimeline
Beacon Capital Management, LLC49$8.59K<0.01%013F-HRTimeline
Clearstead Advisors, LLC44$7.71K<0.01%+513F-HRTimeline
Allworth Financial LP42$7.68K<0.01%-413F-HRTimeline
Frazier Financial Advisors, LLC43$7.34K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC38$7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH33$5.79K<0.01%013F-HRTimeline
True Wealth Design, LLC33$5.79K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK31$5.43K<0.01%-5113F-HRTimelineGroup
Bell Investment Advisors, Inc30$5.26K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC29$5.08K<0.01%+113F-HRTimeline
Arax Advisory Partners26$4.56K<0.01%-1113F-HRTimeline
WASHINGTON TRUST Co26$4.56K<0.01%+2013F-HRTimeline
Asset Dedication, LLC25$4.38K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$4.21K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC23$4.03K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC22$3.75K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.24$3.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20$3.51K<0.01%-713F-HRTimelineGroup
Leonteq Securities AG20$3.51K<0.01%-28113F-HRTimeline
Bruce G. Allen Investments, LLC19$3.33K<0.01%+113F-HRTimeline
Fairscale Capital, LLC19$3.33K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18$3.16K<0.01%013F-HRTimelineGroup
Hemington Wealth Management20$3K<0.01%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15$3K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.17$2.98K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.16$2.81K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13$2.28K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA13$2.21K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.11$1.93K<0.01%013F-HRTimeline

Events

  • Deshaies Robert Joseph sold 2,000 WEX shares on 2026-10-05, Form 4 filed 2026-10-07. 0001788329-26-000019

    Accepted , ingested