WEX Inc. (WEX) — Institutional Holders, Q2 2026 (page 5)
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 401 to 417. 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 401–417 of 417
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | LRI Investments#401 · 4 sh | 4 | $564.00 | 0.00% | New |
| 402 | ROTHSCHILD INVESTMENT#402 · 4 sh | 4 | $564.00 | 0.00% | -99.2% |
| 403 | Kilter Group#403 · 3 sh | 3 | $424.00 | <0.01% | New |
| 404 | TD PRIVATE CLIENT WEALTH#404 · 3 sh | 3 | $423.00 | 0.00% | 0.0% |
| 405 | RAFFA WEALTH MANAGEMENT#405 · 3 sh | 3 | $423.00 | <0.01% | -25.0% |
| 406 | Golden State Wealth Management#406 · 3 sh | 3 | $423.00 | 0.00% | 0.0% |
| 407 | Dunhill Financial#407 · 3 sh | 3 | $423.00 | <0.01% | 0.0% |
| 408 | Hughes Financial Services#408 · 2 sh | 2 | $282.00 | 0.00% | +100.0% |
| 409 | HARBOUR INVESTMENTS#409 · 2 sh | 2 | $282.00 | 0.00% | +100.0% |
| 410 | DecisionPoint Financial#410 · 1 sh | 1 | $143.00 | 0.00% | New |
| 411 | TFC Financial Management#411 · 1 sh | 1 | $142.00 | — | 0.0% |
| 412 | Transamerica Financial Advisors#412 · 1 sh | 1 | $141.00 | 0.00% | -91.7% |
| 413 | Principia Wealth Advisory#413 · 1 sh | 1 | $141.00 | <0.01% | -50.0% |
| 414 | Silver Grove Financial Group#414 · 1 sh | 1 | $141.00 | <0.01% | -93.8% |
| 415 | Navigoe#415 · 3 sh | 3 | $0.00 | 0.00% | New |
| 416 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#416 · 38,004 sh | 38,004 | — | — | -0.6% |
| 417 | Quantum Portfolio Management#417 · 3,507 sh | 3,507 | — | — | -3.7% |
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.