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Of the 13 tracked institutions holding WEX, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +4.0pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, WEX (WEX INC) is held with a combined value of $1.57B across 10,920,649 shares. The largest holder is VANGUARD GROUP INC with a position worth $480.06M. 3 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$1.57B
Total Shares Held
10,920,649
Institutional Holders
13
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $480.06M | 0.01% | -1.2% |
| 2 | BlackRock, Inc. | $446.83M | 0.01% | +2.0% |
| 3 | FMR LLC | $254.16M | 0.01% | +47.0% |
| 4 | STATE STREET CORP | $159.89M | 0.00% | +3.8% |
| 5 | CITADEL ADVISORS LLC | $82.23M | 0.05% | +112.1% |
| 6 | Gotham Asset Management, LLC | $44.78M | 0.10% | -15.4% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | $43.29M | 0.01% | -0.2% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $18.38M | 0.01% | -89.7% |
| 9 | ALTA FOX CAPITAL MANAGEMENT, LLC | $12.84M | 2.58% | New |
| 10 | Point72 Asset Management, L.P. | $12.48M | 0.02% | New |
SEC Schedule 13D (activist) and 13G (passive) filings for WEX. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Kelly Louise Morrison | Sell | Jun 4, 2025 |
| Susan M Collins | Buy | May 21, 2019 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of WEX with a position worth $480.06M, representing 0.01% of their portfolio. In total, 13 institutional investors hold WEX with a combined value of $1.57B.
In the most recent quarter, 3 funds opened a new position in WEX. Additionally, 5 increased their holdings and 5 reduced their positions.
Institutional investors hold $1.57B worth of WEX stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $480.06M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WEX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WEX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$190.03
2026-09-10
YTD
+28.1%
83% of 52-week range
