WEX INC (WEX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling WEX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for WEX INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on WEX?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WEX INC.

Is institutional money flowing into WEX?

185 institutional investors hold WEX INC (WEX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about WEX?

Track institutional sentiment and conviction scores for WEX INC (WEX) including Smart Money Verdict and position changes on HoldingsIntel.

WEX INC

WEX·96208T104·US·equity·Technology - Software - Infrastructure-Activist

WEX (WEX INC) is held by 185 institutional investors as of Q4 2025. Largest holders: DIMENSIONAL FUND ADVISORS LP ($105M), River Road Asset Management, LLC ($72.9M), LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ($59.8M). Net institutional sentiment: Mixed.

185

Holders

Avg rating(8 Elite)

$4.4B

Total Value

51% (195)

Fund Consensus

93 buying - 88 selling

Smart Money Verdict

View all

42Weak MomentumFull Convergence

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See how WEX's score breaks down across 4 SEC sources

Held by 185 funds

8 elite

Who's Trading

ActivistVAVanguard Capital Management

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderUNUnknownSell $103KApr 1, 2026

InsiderUNUnknownSell $51KApr 1, 2026

ActivistIMImpactive Capital LP4.9%Apr 1, 2026

Congress

Kelly Louise MorrisonSale $1,001 - $15,000Jun 4, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DIMENSIONAL FUND ADVISORS LP	Decreased	686,135(-0.2%)	$105M	0.0%	—	0
River Road Asset Management, LLC	Decreased	476,077(-38.6%)	$72.9M	0.8%	—	0
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Decreased	375,110(-8.1%)	$59.8M	0.6%	—	0
UBS Group AG	Decreased	289,761(-32.6%)	$44.3M	0.0%	—	0
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	120,532(-0.6%)	$18.4M	0.0%	—	0
NUNuveen, LLC	Increased	91,917(+8.9%)	$14.1M	0.0%	—	31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Increased	76,604(+16.3%)	$11.7M	0.0%	—	32
PRINCIPAL FINANCIAL GROUP INC	Increased	76,507(+3.7%)	$11.7M	0.0%	—	29
ENVESTNET ASSET MANAGEMENT INC	Increased	75,298(+15.2%)	$11.5M	0.0%	—	32
Swiss National Bank	Increased	64,426(+0.3%)	$9.9M	0.0%	—	28
Legal & General Group Plc	Decreased	43,576(-11.9%)	$6.7M	0.0%	—	0
RSRetirement Systems of Alabama	Decreased	42,036(-38.2%)	$6.4M	0.0%	—	0
Swedbank AB	Unchanged	35,300	$5.4M	0.0%	—	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	30,148	$4.6M	0.0%	—	0
FIFTH THIRD BANCORP	Increased	28,746(+387.1%)	$4.4M	0.0%	—	43
Williams Jones Wealth Management, LLC.	Decreased	27,967(-5.0%)	$4.3M	0.1%	—	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	25,293(+29.1%)	$3.6M	0.0%	—	33
LPL Financial LLC	Decreased	20,751(-16.1%)	$3.2M	0.0%	—	0
BLAIR WILLIAM & CO/IL	Decreased	18,844(-12.4%)	$2.9M	0.0%	—	0
Russell Investments Group, Ltd.	Decreased	18,837(-21.7%)	$2.9M	0.0%	—	0
Police & Firemen's Retirement System of New Jersey	Unchanged	14,571	$2.2M	0.0%	—	0
State of New Jersey Common Pension Fund D	Decreased	14,535(-8.0%)	$2.2M	0.0%	—	0
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Increased	14,465(+1.0%)	$2.2M	0.0%	—	26
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Decreased	13,140(-7.9%)	$2M	0.0%	—	0
NISA INVESTMENT ADVISORS, LLC	Decreased	11,832(-3.3%)	$1.8M	0.0%	—	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	11,270(-2.3%)	$1.7M	0.0%	—	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	10,012(-5.4%)	$1.5M	0.0%	—	0
Arizona State Retirement System	Decreased	8,952(-1.8%)	$1.4M	0.0%	—	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Increased	8,591(+0.1%)	$1.3M	0.0%	—	25
STATE OF MICHIGAN RETIREMENT SYSTEM	Increased	8,275(+2.5%)	$1.3M	0.0%	—	26
KLP KAPITALFORVALTNING AS	Increased	7,200(+2.9%)	$1.1M	0.0%	—	26
MFMerit Financial Group, LLC	Increased	7,044(+48.4%)	$1.1M	0.0%	—	35
HighTower Advisors, LLC	Increased	5,355(+9.1%)	$819,590	0.0%	—	27
Pictet Asset Management Holding SA	Decreased	5,024(-49.2%)	$768,873	0.0%	—	0
Sanctuary Advisors, LLC	Decreased	5,019(-15.6%)	$768,108	0.0%	—	0
INTECH INVESTMENT MANAGEMENT LLC	Decreased	3,853(-69.9%)	$589,663	0.0%	—	0
TRUIST FINANCIAL CORP	Increased	3,806(+44.6%)	$582,470	0.0%	—	33
TRTEACHER RETIREMENT SYSTEM OF TEXAS	Increased	3,181(+15.6%)	$486,821	0.0%	—	28
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	2,930(+2.6%)	$448,407	0.0%	—	25
MML INVESTORS SERVICES, LLC	Decreased	2,730(-14.9%)	$417,799	0.0%	—	0
HB Wealth Management, LLC	New	1,871	$286,338	0.0%	—	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1,738(-5.3%)	$265,984	0.0%	—	0
HSBC HOLDINGS PLC	Increased	1,561(+0.3%)	$238,895	0.0%	—	23
ProShare Advisors LLC	Decreased	1,375(-0.1%)	$210,430	0.0%	—	0
QRQRG CAPITAL MANAGEMENT, INC.	New	1,315	$201,248	0.0%	—	32
Eurizon Capital SGR S.p.A.	New	1,029	$158,606	0.0%	—	31
STRS OHIO	Decreased	812(-0.1%)	$124,268	0.0%	—	0
Farther Finance Advisors, LLC	Increased	731(+6.1%)	$109,913	0.0%	—	23
EXCHANGE TRADED CONCEPTS, LLC	New	474	$72,541	0.0%	—	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	251(-10.4%)	$38,413	0.0%	—	0
Steward Partners Investment Advisory, LLC	Increased	233(+133.0%)	$35,658	0.0%	—	32
LOS ANGELES CAPITAL MANAGEMENT LLC	Unchanged	168	$25,711	0.0%	—	0
ASSETMARK, INC	Increased	41(+57.7%)	$6,275	0.0%	—	15
First Command Advisory Services, Inc.	Unchanged	9	$1,377	0.0%	—	0
Allspring Global Investments Holdings, LLC	Exited	0(-100.0%)	$244,992	0.0%	—	0
JOHNSON INVESTMENT COUNSEL INC	Exited	0(-100.0%)	$595,175	0.0%	—	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$79,704	0.0%	—	0
WHITTIER TRUST CO	Exited	0(-100.0%)	$2,277	0.0%	—	0
Assenagon Asset Management S.A.	Exited	0(-100.0%)	$220,788	0.0%	—	0
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WEX INC

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