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WEX — WEX INC

Reported value held$2.99B
Funds holding (latest)48
SectorConsumer Discretionary
Funds holding (Q2 2026)37
Institutional value$1.83B · 12.89M sh
New / Add / Cut / Exit5 / 17 / 14 / 3
Top-5 / Top-10 concentration65.8% / 84.1%
Institutional holdings change Reducing -20.0% (-3.23M sh)
Institutional value change Down -25.8%

As of Q2 2026, 37 SEC-registered investment managers reported holding WEX (WEX INC) in their latest 13F filings, with a combined reported value of $1.83B across 12.89M shares. That is -20.0% by share count (-3.23M shares) versus the previous quarter, while reported value moved -25.8%. Ownership is concentrated: the five largest holders account for 65.8% of reported value and the top ten for 84.1%.

Compared with the prior quarter, 5 opened new positions, 17 added to existing stakes, 14 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WEX is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Janus Henderson Group history Q1 2026 3.92M $599.31M 0.30% Add
Vanguard Group history Q4 2025 3.22M $480.06M 0.01% Reduce
BlackRock Inc history Q2 2026 3.17M $446.83M 0.01% Add
Morgan Stanley history Q2 2026 1.95M $275.03M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 1.80M $254.16M 0.01% Add
Bank of America Corp history Q2 2026 815.70K $115.09M 0.01% Reduce
Geode Capital Management history Q2 2026 671.58K $110.40M 0.01% Add
Citadel Advisors history Q2 2026 605.49K $85.43M 0.01% Add
Capital World Investors history Q2 2026 547.68K $77.27M 0.01% Add
Charles Schwab Investment Management history Q2 2026 487.58K $68.79M 0.01% Add
JPMorgan Chase & Co history Q2 2026 381.24K $52.34M 0.01% New
Norges Bank Investment Management history Q2 2026 365.11K $51.51M 0.01% Add
Northern Trust Corp history Q2 2026 351.67K $49.62M 0.01% Add
UBS Group AG history Q2 2026 342.36K $48.30M 0.01% Add
Wellington Management Group history Q2 2026 306.82K $43.29M 0.01% Hold
Baron Funds history Q4 2024 203.30K $35.64M 0.09% Reduce
Balyasny Asset Management history Q1 2026 231.92K $35.49M 0.05% New
BNY Mellon history Q2 2026 217.40K $30.67M 0.01% Reduce
Goldman Sachs Group history Q2 2026 153.02K $21.59M 0.00% Reduce
AQR Capital Management history Q2 2026 134.94K $18.38M 0.01% Reduce

View all 48 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 3.64M 3.62M 3.27M 3.09M 3.06M 3.06M 3.11M 3.17M
Morgan Stanley 254.20K 198.55K 199.62K 501.71K 465.60K 2.06M 2.10M 1.90M 1.86M 1.92M 1.96M 2.20M 2.27M 2.20M 2.44M 2.68M 2.73M 2.11M 2.10M 1.95M
Fidelity Management & Research (FMR) 526.47K 565.32K 587.74K 596.49K 573.71K 459.62K 527.61K 795.63K 624.06K 468.53K 1.10M 1.43M 1.56M 1.18M 1.03M 1.05M 1.07M 1.15M 1.23M 1.80M
Bank of America Corp 279.18K 281.50K 1.49M 1.53M 1.65M 1.66M 766.54K 621.68K 684.93K 582.90K 710.68K 562.87K 686.84K 770.41K 744.65K 809.66K 879.03K 725.16K 823.68K 815.70K
Geode Capital Management 538.95K 551.70K 572.40K 569.81K 680.04K 685.85K 676.34K 701.52K 645.79K 668.98K 699.37K 698.80K 693.30K 678.33K 651.00K 613.28K 631.99K 638.96K 655.84K 671.58K
Citadel Advisors 34.96K 267.22K 102.96K 138.77K 273.07K 24.02K 270.40K 344.17K 294.61K 298.60K 269.90K 419.65K 385.22K 393.60K 156.93K 12.79K 876.86K 4.60K 298.13K 605.49K
Capital World Investors — — — — — — — — — — — — — — — 27.01K 61.08K 95.81K 211.24K 547.68K
Charles Schwab Investment Management 276.84K 291.87K 304.94K 317.82K 318.43K 320.85K 322.87K 317.29K 321.58K 328.08K 334.74K 337.60K 314.44K 316.68K 307.96K 316.32K 434.22K 445.58K 478.55K 487.58K
JPMorgan Chase & Co 3.33M 2.37M 1.53M 1.36M 1.29M 1.30M 1.26M 1.27M 1.32M 1.03M 851.88K 1.05M 994.53K 2.05M 1.07M 1.09M 380.47K 340.83K — 381.24K
Norges Bank Investment Management — — — — — 446.49K — — — 461.29K — 460.92K — 459.36K — 291.45K — 336.97K — 365.11K
Northern Trust Corp 374.90K 369.92K 367.35K 355.35K 348.12K 348.05K 342.75K 332.55K 327.73K 331.73K 288.82K 327.79K 306.75K 358.37K 332.73K 300.48K 301.37K 319.46K 332.85K 351.67K
UBS Group AG 29.36K 27.14K 25.27K 14.35K 5.70K 54.89K 29.68K 24.93K 36.62K 17.69K 29.13K 25.84K 33.00K 206.82K 250.17K 258.11K 434.15K 429.83K 289.76K 342.36K
Wellington Management Group 3.48M 3.94M 4.10M 3.69M 3.32M 3.43M 3.11M 3.04M 2.94M 3.12M 2.78M 2.71M 2.61M 828.99K 539.46K 334.87K 306.42K 265.87K 307.37K 306.82K
BNY Mellon 414.34K 423.43K 429.44K 585.68K 434.82K 428.40K 424.90K 400.73K 384.83K 385.27K 360.98K 378.97K 343.96K 374.36K 295.95K 292.63K 288.20K 231.59K 232.68K 217.40K
Goldman Sachs Group 204.79K 465.04K 299.18K 280.37K 245.81K 231.00K 284.96K 425.83K 257.93K 222.34K 198.85K 154.96K 138.79K 135.86K 350.89K 124.30K 198.44K 239.30K 166.90K 153.02K
AQR Capital Management — — 78.82K 72.05K 89.66K 129.77K 109.45K 65.18K 64.81K 91.07K 52.57K 20.28K 2.67K 151.12K 85.20K 150.86K 99.53K 889.80K 1.31M 134.94K
Point72 Asset Management — — — — — — 260 2.77K 717 — — 4.68K — — 5.21K 96.59K 44.42K 122.83K — 88.42K
Invesco Ltd 58.68K 62.12K 61.73K 66.45K 66.03K 81.50K 77.83K 76.63K 90.57K 91.71K 116.03K 152.32K 67.61K 62.24K 80.64K 75.51K 74.88K 85.42K 83.27K 86.89K
Principal Global Investors 155.60K 153.53K 152.44K 178.21K 172.45K 172.05K 197.06K 176.09K 181.59K 157.73K 161.27K 139.58K 95.21K 91.33K 80.75K 77.70K 76.12K 73.75K 76.51K 78.70K
Wells Fargo & Co 182.00K 115.65K 139.09K 129.15K 122.09K 118.72K 124.43K 109.01K 65.65K 61.93K 58.25K 55.92K 73.63K 46.80K 45.64K 44.68K 41.91K 38.85K 44.31K 47.66K

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