WEX Inc. (WEX) — Institutional Holders, Q2 2026 (page 4)
417 institutional investment managers reported a WEX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WEX 13F holders ranked 301–400 of 417
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Nykredit A/S#301 · 1,344 sh | 1,344 | $189.6K | <0.01% | — |
| 302 | STRS OHIO#302 · 1,206 sh | 1,206 | $170.2K | <0.01% | +48.5% |
| 303 | KBC Group NV#303 · 1,046 sh | 1,046 | $148.0K | — | 0.0% |
| 304 | Eurizon Capital SGR S.p.A.#304 · 1,034 sh | 1,034 | $141.5K | <0.01% | +0.5% |
| 305 | Sterling Capital Management#305 · 973 sh | 973 | $137.3K | — | -8.7% |
| 306 | State of Wyoming#306 · 927 sh | 927 | $130.8K | 0.01% | -60.8% |
| 307 | Clearstead Advisors#307 · 875 sh | 875 | $123.5K | <0.01% | +3.1% |
| 308 | GAMMA Investing#308 · 805 sh | 805 | $113.6K | — | -32.9% |
| 309 | MCF Advisors#309 · 784 sh | 784 | $110.6K | <0.01% | -35.6% |
| 310 | Integrated Wealth Concepts#310 · 673 sh | 673 | $95.0K | <0.01% | -88.9% |
| 311 | Versant Capital Management#311 · 655 sh | 655 | $92.4K | — | +55.2% |
| 312 | Ares Systematic Credit Ltd#312 · 610 sh | 610 | $86.1K | 0.05% | New |
| 313 | BNP Paribas Asset Management Holding S.A.#313 · 591 sh | 591 | $83.4K | <0.01% | -15.9% |
| 314 | HANTZ FINANCIAL SERVICES#314 · 587 sh | 587 | $83.0K | <0.01% | -35.9% |
| 315 | Hilltop National Bank#315 · 577 sh | 577 | $81.4K | — | 0.0% |
| 316 | OSAIC#316 · 490 sh | 490 | $69.1K | <0.01% | -21.0% |
| 317 | PARADIGM ASSET MANAGEMENT#317 · 480 sh | 480 | $67.7K | 0.01% | 0.0% |
| 318 | Smartleaf Asset Management#318 · 487 sh | 487 | $66.6K | <0.01% | 0.0% |
| 319 | EXCHANGE TRADED CONCEPTS#319 · 459 sh | 459 | $64.8K | <0.01% | -3.2% |
| 320 | Bayforest Capital Ltd#320 · 425 sh | 425 | $60.0K | 0.06% | +145.7% |
| 321 | BROWN BROTHERS HARRIMAN#321 · 402 sh | 402 | $56.7K | <0.01% | 0.0% |
| 322 | Bangor Savings Bank#322 · 380 sh | 380 | $53.6K | — | 0.0% |
| 323 | EverSource Wealth Advisors#323 · 371 sh | 371 | $52.3K | <0.01% | -98.4% |
| 324 | UMB Bank, n.a.#324 · 358 sh | 358 | $50.5K | <0.01% | -35.6% |
| 325 | Farther Finance Advisors#325 · 314 sh | 314 | $44.2K | — | -57.0% |
| 326 | North Star Investment Management#326 · 300 sh | 300 | $42.3K | <0.01% | 0.0% |
| 327 | Larson Financial Group#327 · 294 sh | 294 | $41.5K | <0.01% | +151.3% |
| 328 | FIRST HORIZON NATIONAL#328 · 293 sh | 293 | $41.3K | — | +12.7% |
| 329 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#329 · 293 sh | 293 | $41.3K | 0.00% | +16.7% |
| 330 | Essential Partners#330 · 286 sh | 286 | $40.4K | — | -80.3% |
| 331 | Plante Moran Financial Advisors#331 · 251 sh | 251 | $35.4K | <0.01% | +0.4% |
| 332 | NATIONAL BANK OF CANADA#332 · 236 sh | 236 | $32.2K | 0.00% | 0.0% |
| 333 | Steward Partners Investment Advisory#333 · 207 sh | 207 | $29.2K | <0.01% | -11.2% |
| 334 | Ares Financial Consulting#334 · 198 sh | 198 | $27.9K | — | 0.0% |
| 335 | Global Retirement Partners#335 · 184 sh | 184 | $26.0K | <0.01% | — |
| 336 | HUNTINGTON NATIONAL BANK#336 · 184 sh | 184 | $26.0K | <0.01% | -4.2% |
| 337 | Allworth Financial#337 · 168 sh | 168 | $23.7K | <0.01% | -88.2% |
| 338 | LOS ANGELES CAPITAL MANAGEMENT#338 · 168 sh | 168 | $23.7K | <0.01% | 0.0% |
| 339 | Wilmington Savings Fund Society, FSB#339 · 156 sh | 156 | $22.0K | — | -3.1% |
| 340 | Quent Capital#340 · 153 sh | 153 | $21.6K | <0.01% | -42.9% |
| 341 | NewEdge Advisors#341 · 150 sh | 150 | $21.2K | <0.01% | New |
| 342 | Core Alternative Capital#342 · 146 sh | 146 | $20.6K | <0.01% | 0.0% |
| 343 | NOMURA ASSET MANAGEMENT LTD#343 · 140 sh | 140 | $19.8K | 0.00% | -53.3% |
| 344 | Covestor Ltd#344 · 135 sh | 135 | $19.0K | 0.01% | +110.9% |
| 345 | Quarry#345 · 123 sh | 123 | $17.4K | <0.01% | New |
| 346 | SJS Investment Consulting#346 · 118 sh | 118 | $16.6K | — | -35.2% |
| 347 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#347 · 110 sh | 110 | $15.7K | <0.01% | +5.8% |
| 348 | OF TOLEDO NA#348 · 108 sh | 108 | $15.2K | — | New |
| 349 | MassMutual Private Wealth & , FSB#349 · 101 sh | 101 | $14.3K | — | -1.9% |
| 350 | Mitsubishi UFJ Asset Management , Ltd.#350 · 101 sh | 101 | $14.3K | 0.00% | -59.1% |
| 351 | IFP Advisors#351 · 98 sh | 98 | $13.8K | — | -69.8% |
| 352 | CENTRAL#352 · 91 sh | 91 | $12.8K | <0.01% | -4.2% |
| 353 | Truvestments Capital#353 · 85 sh | 85 | $12.0K | <0.01% | -12.4% |
| 354 | Lodestone Wealth Management#354 · 74 sh | 74 | $10.4K | — | 0.0% |
| 355 | ACTION POINT FINANCIAL PLANNING#355 · 73 sh | 73 | $9.7K | <0.01% | New |
| 356 | KELLEHER FINANCIAL ADVISORS#356 · 65 sh | 65 | $9.2K | <0.01% | 0.0% |
| 357 | Smithfield#357 · 67 sh | 67 | $9.0K | <0.01% | 0.0% |
| 358 | CVA Family Office#358 · 52 sh | 52 | $7.3K | <0.01% | +23.8% |
| 359 | Frazier Financial Advisors#359 · 43 sh | 43 | $6.1K | <0.01% | 0.0% |
| 360 | SIGNATUREFD#360 · 41 sh | 41 | $5.8K | — | -8.9% |
| 361 | PICTON MAHONEY ASSET MANAGEMENT#361 · 37 sh | 37 | $5.2K | 0.00% | New |
| 362 | WEST PACES ADVISORS#362 · 37 sh | 37 | $5.2K | — | New |
| 363 | Capital Advisors, Ltd.#363 · 38 sh | 38 | $5.0K | <0.01% | 0.0% |
| 364 | Parallel Advisors#364 · 33 sh | 33 | $4.7K | <0.01% | -57.7% |
| 365 | True Wealth Design#365 · 32 sh | 32 | $4.5K | — | -83.9% |
| 366 | Rossby Financial, LCC#366 · 32 sh | 32 | $4.5K | <0.01% | +6.7% |
| 367 | FARMERS & MERCHANTS INVESTMENTS#367 · 31 sh | 31 | $4.4K | — | 0.0% |
| 368 | JFS WEALTH ADVISORS#368 · 29 sh | 29 | $4.1K | <0.01% | +11.5% |
| 369 | Activest Wealth Management#369 · 29 sh | 29 | $4.1K | — | -81.2% |
| 370 | Signature Equity Partners#370 · 28 sh | 28 | $4.0K | <0.01% | -76.5% |
| 371 | J.Safra Asset Management#371 · 26 sh | 26 | $3.7K | <0.01% | +52.9% |
| 372 | Concord Wealth Partners#372 · 24 sh | 24 | $3.4K | <0.01% | New |
| 373 | PRIVATE NA#373 · 23 sh | 23 | $3.2K | — | 0.0% |
| 374 | ASSETMARK#374 · 22 sh | 22 | $3.1K | — | -46.3% |
| 375 | Clearstead#375 · 21 sh | 21 | $3.0K | <0.01% | New |
| 376 | Fortitude Family Office#376 · 21 sh | 21 | $3.0K | — | -12.5% |
| 377 | Owl Creek Wealth Partners#377 · 20 sh | 20 | $2.8K | — | 0.0% |
| 378 | Keating Financial Advisory Services#378 · 19 sh | 19 | $2.7K | <0.01% | -34.5% |
| 379 | PFS Partners#379 · 18 sh | 18 | $2.5K | — | 0.0% |
| 380 | HIGHLINE WEALTH PARTNERS#380 · 16 sh | 16 | $2.3K | — | +77.8% |
| 381 | Bay Harbor Wealth Management#381 · 12 sh | 12 | $1.7K | <0.01% | +71.4% |
| 382 | Financial Management Professionals#382 · 11 sh | 11 | $1.6K | — | 0.0% |
| 383 | Creative Capital Management Investments#383 · 11 sh | 11 | $1.6K | <0.01% | New |
| 384 | ZRC WEALTH MANAGEMENT#384 · 11 sh | 11 | $1.6K | — | -75.6% |
| 385 | MANNING & NAPIER ADVISORS#385 · 11 sh | 11 | $1.5K | 0.00% | New |
| 386 | Pinnacle Wealth Planning Services#386 · 9 sh | 9 | $1.3K | <0.01% | +12.5% |
| 387 | First Command Advisory Services#387 · 9 sh | 9 | $1.3K | 0.00% | 0.0% |
| 388 | MV CAPITAL MANAGEMENT#388 · 8 sh | 8 | $1.1K | <0.01% | 0.0% |
| 389 | Bell Investment Advisors#389 · 8 sh | 8 | $1.1K | <0.01% | 0.0% |
| 390 | BROWN, LISLE/CUMMINGS#390 · 7 sh | 7 | $988.00 | — | -12.5% |
| 391 | Investors Research#391 · 7 sh | 7 | $988.00 | — | 0.0% |
| 392 | HFM Investment Advisors#392 · 7 sh | 7 | $988.00 | <0.01% | +250.0% |
| 393 | Cromwell#393 · 6 sh | 6 | $847.00 | <0.01% | 0.0% |
| 394 | Nemes Rush Group#394 · 6 sh | 6 | $847.00 | <0.01% | 0.0% |
| 395 | DiNuzzo Private Wealth#395 · 6 sh | 6 | $847.00 | — | 0.0% |
| 396 | Bruce G. Allen Investments#396 · 6 sh | 6 | $847.00 | <0.01% | +20.0% |
| 397 | CREATIVE FINANCIAL DESIGNS#397 · 6 sh | 6 | $847.00 | 0.00% | 0.0% |
| 398 | Cornerstone Planning Group#398 · 5 sh | 5 | $778.00 | — | -54.5% |
| 399 | Private Wealth Management Group#399 · 4 sh | 4 | $565.00 | — | 0.0% |
| 400 | Rialto Wealth Management#400 · 4 sh | 4 | $565.00 | <0.01% | -63.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.