Titelia

Fund shareholders of WEX Inc

ISIN US96208T1043 · United States · LEI T9M5IGROL1TL1G5OV478

Fund shareholders
386
Of which ETFs
96 290 other funds
Value held
2.4B $ 137.9M SEK · 380.5K €
Share of capital
45.7 % of 34.1M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
Janus Henderson Enterprise Fund JANUS INVESTMENT FUND 2,499,077382.5M $1.87 %7.33 %as of Mar 31, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1,361,934208.4M $2.12 %4.00 %as of Mar 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 1,135,301173.7M $0.16 %3.33 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,090,129166.8M $0.01 %3.20 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 791,047121.1M $0.07 %2.32 %as of Mar 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 721,400110.4M $0.50 %2.12 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 503,78477.1M $0.13 %1.48 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 382,38358.5M $0.07 %1.12 %as of Mar 31, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 338,20050.8M $0.52 %0.99 %as of Apr 30, 2026 ↗
Janus Henderson Triton Fund JANUS INVESTMENT FUND 236,39436.2M $0.70 %0.69 %as of Mar 31, 2026 ↗
Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES 210,35432.2M $1.90 %0.62 %as of Mar 31, 2026 ↗
EQ/Janus Enterprise Portfolio EQ Advisors Trust 189,64829M $2.16 %0.56 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 180,22826.9M $0.07 %0.53 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 167,66125.7M $0.16 %0.49 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 166,59824.9M $0.12 %0.49 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 152,96722.8M $0.01 %0.45 %as of Feb 28, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 143,10321.9M $0.71 %0.42 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 130,73020M $0.04 %0.38 %as of Mar 31, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 128,17319.1M $1.14 %0.38 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 125,71118.9M $0.04 %0.37 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 122,74818.8M $0.19 %0.36 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 122,32218.4M $0.10 %0.36 %as of Apr 30, 2026 ↗
Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST 120,90918.5M $2.20 %0.35 %as of Mar 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 116,85017.6M $0.79 %0.34 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 108,19616.1M $0.16 %0.32 %as of Feb 28, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 107,70016.1M $0.84 %0.32 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 105,97715.9M $0.11 %0.31 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 102,20015.4M $0.78 %0.30 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 92,57513.8M $0.10 %0.27 %as of Feb 28, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 89,29013.3M $1.16 %0.26 %as of Feb 28, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 88,38613.3M $1.22 %0.26 %as of Apr 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 77,85611.9M $0.15 %0.23 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 75,43711.3M $0.03 %0.22 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 72,66211.1M $0.02 %0.21 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 71,25210.9M $0.14 %0.21 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 67,92910.4M $0.11 %0.20 %as of Mar 31, 2026 ↗
VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS 66,50010.2M $0.04 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 64,3629.6M $0.01 %0.19 %as of Feb 28, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 61,5009.4M $0.92 %0.18 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 57,4968.6M $0.01 %0.17 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 54,3878.1M $0.06 %0.16 %as of Feb 28, 2026 ↗
Mid Cap Strategic Growth Fund VALIC Co I 53,1637.9M $0.73 %0.16 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 52,1837.8M $0.15 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 51,0797.6M $0.01 %0.15 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 50,9017.8M $0.33 %0.15 %as of Mar 31, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 50,2977.5M $0.58 %0.15 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 49,0777.3M $0.61 %0.14 %as of Feb 28, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 48,9887.5M $0.04 %0.14 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 48,9667.4M $0.19 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,9017.4M $0.02 %0.14 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 48,3577.3M $0.35 %0.14 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 47,3347.1M $0.10 %0.14 %as of Apr 30, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 47,02768.6M SEK2.62 %0.14 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 46,3007.1M $1.08 %0.14 %as of Mar 31, 2026 ↗
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 45,4186.8M $0.11 %0.13 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 45,2106.9M $0.05 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 44,7086.8M $0.01 %0.13 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,3706.5M $0.02 %0.13 %as of Apr 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 38,8055.8M $0.30 %0.11 %as of Apr 30, 2026 ↗
Swedbank Robur Transfer 60 Swedbank Robur Fonder AB 35,30051.5M SEK0.12 %0.10 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 34,5995.3M $0.16 %0.10 %as of Mar 31, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 32,6944.9M $0.63 %0.10 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 30,7674.7M $0.19 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 29,5344.4M $0.01 %0.09 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 29,5114.5M $0.27 %0.09 %as of Mar 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 29,3714.4M $0.15 %0.09 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 28,8024.3M $0.18 %0.08 %as of Apr 30, 2026 ↗
Amplify Digital Payments ETF Amplify ETF Trust 28,1184.3M $2.65 %0.08 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 28,1064.3M $0.16 %0.08 %as of Mar 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 27,8114.3M $0.70 %0.08 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 27,4714.2M $0.23 %0.08 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 27,1284.1M $0.32 %0.08 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 26,9984.1M $0.72 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 26,1863.9M $0.15 %0.08 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 25,6903.9M $0.00 %0.08 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 25,6583.9M $0.01 %0.08 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 25,2843.8M $0.15 %0.07 %as of Feb 28, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 25,2693.8M $1.15 %0.07 %as of Apr 30, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 25,2643.9M $0.04 %0.07 %as of Mar 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 25,2583.8M $0.23 %0.07 %as of Apr 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 23,6943.5M $0.91 %0.07 %as of Feb 28, 2026 ↗
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 22,8603.5M $0.03 %0.07 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 22,6923.4M $0.04 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 21,8043.3M $0.14 %0.06 %as of Mar 31, 2026 ↗
LONE PEAK VALUE FUND World Funds Trust 21,6003.3M $2.28 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 21,5533.3M $0.16 %0.06 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 21,3003.3M $0.39 %0.06 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 21,2523.3M $0.19 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 20,6863.2M $0.01 %0.06 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 20,5833.2M $0.11 %0.06 %as of Mar 31, 2026 ↗
Fidelity Crypto Industry and Digital Payments ETF Fidelity Covington Trust 20,5773.1M $1.49 %0.06 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 20,5293.1M $0.02 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 20,1873M $0.01 %0.06 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 20,0213.1M $0.94 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 19,8003M $0.10 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 19,7512.9M $0.01 %0.06 %as of Feb 28, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,4712.9M $0.42 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,3133M $0.01 %0.06 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 19,1922.9M $0.12 %0.06 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 18,4682.8M $0.17 %0.05 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Amplify Digital Payments ETF Amplify ETF Trust 2.65 %as of Mar 31, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 2.62 %as of Mar 31, 2026 ↗
LONE PEAK VALUE FUND World Funds Trust 2.28 %as of Mar 31, 2026 ↗
Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust 2.25 %as of Mar 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 2.21 %as of Apr 30, 2026 ↗
Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST 2.20 %as of Mar 31, 2026 ↗
EQ/Janus Enterprise Portfolio EQ Advisors Trust 2.16 %as of Mar 31, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 2.12 %as of Mar 31, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 2.04 %as of Feb 28, 2026 ↗
Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series 1.95 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2382+1015,495,137-0.3 %
2026Q1372+115,534,869-1.6 %
2025Q4371+215,790,581-4.3 %
2025Q3369+316,504,997+3.3 %
2025Q2366-3015,981,619-9.1 %
2025Q1396+517,578,990-6.2 %
2024Q4391-2718,733,962-5.4 %
2024Q3418-1419,806,645+0.9 %
2024Q2432-219,637,318+1.4 %
2024Q1434-2619,375,519-4.2 %
2023Q446020,220,344

Institutional managers

420 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
JANUS HENDERSON GROUP PLC3,916,073599.3M $as of Mar 31, 2026
BlackRock, Inc.3,105,441475.3M $as of Mar 31, 2026
PAR CAPITAL MANAGEMENT INC2,254,984345.1M $as of Mar 31, 2026
MORGAN STANLEY2,100,268321.4M $as of Mar 31, 2026
Impactive Capital LP1,707,253261.3M $as of Mar 31, 2026
Boston Partners1,660,773254.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,305,443199.8M $as of Mar 31, 2026
FMR LLC1,225,304187.5M $as of Mar 31, 2026
STATE STREET CORP1,091,413167M $as of Mar 31, 2026
EARNEST PARTNERS LLC883,005135.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/823,681126.1M $as of Mar 31, 2026
LYRICAL ASSET MANAGEMENT LP760,936116.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP686,135105M $as of Mar 31, 2026
TURTLE CREEK ASSET MANAGEMENT INC.669,335102.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC655,837100.4M $as of Mar 31, 2026
SEI INVESTMENTS CO597,60091.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC478,55373.2M $as of Mar 31, 2026
River Road Asset Management, LLC476,07772.9M $as of Mar 31, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA375,11059.8M $as of Mar 31, 2026
Gotham Asset Management, LLC375,04857.4M $as of Mar 31, 2026
SNYDER CAPITAL MANAGEMENT L P370,66456.7M $as of Mar 31, 2026
FEDERATED HERMES, INC.362,37255.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO338,45751.9M $as of Mar 31, 2026
ARIEL INVESTMENTS, LLC337,72451.7M $as of Mar 31, 2026
NORTHERN TRUST CORP332,85250.9M $as of Mar 31, 2026

Declared shareholders of WEX Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Morgan Stanley and 1 other5.80 %2,015,213as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.20 %1,804,206as of Mar 31, 2026 · SCHEDULE 13G
Impactive Capital LP and 6 others4.90 %1,707,253as of Mar 30, 2026 · SCHEDULE 13D

Funds holding the debt of WEX Inc

107 funds declare 109 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Artisan High Income Fund130.6M $as of Mar 31, 2026
BlackRock High Yield Portfolio124.7M $as of Mar 31, 2026
PGIM High Yield Fund113.5M $as of Feb 27, 2026
iShares Broad USD High Yield Corporate Bond ETF110.5M $as of Apr 30, 2026
VANGUARD HIGH-YIELD CORPORATE FUND18.7M $as of Apr 30, 2026
Diversified Income Fund15.5M $as of Apr 30, 2026
Credit Suisse Strategic Income Fund14.5M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF13.6M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF13.2M $as of Mar 31, 2026
Hotchkis and Wiley High Yield Fund13.1M $as of Mar 31, 2026
Columbia Strategic Income Fund13M $as of Feb 28, 2026
Transamerica Multi-Asset Income13M $as of Apr 30, 2026
Columbia High Yield Bond Fund12.7M $as of Feb 28, 2026
High Yield Fixed Income Fund12.4M $as of Mar 31, 2026
BlackRock High Yield V.I. Fund12.4M $as of Mar 31, 2026
Six Circles Credit Opportunities Fund12.3M $as of Mar 31, 2026
Polen Opportunistic High Yield Fund12M $as of Apr 30, 2026
BlackRock Multi-Asset Income Portfolio11.7M $as of Apr 30, 2026
NYLI Floating Rate Fund11.6M $as of Apr 30, 2026
High Income Fund11.5M $as of Mar 31, 2026
1290 VT High Yield Bond Portfolio11.4M $as of Mar 31, 2026
Columbia Income Opportunities Fund11.4M $as of Apr 30, 2026
FlexShares High Yield Value - Scored Bond Index Fund11.3M $as of Apr 30, 2026
Dunham High Yield Bond Fund11.3M $as of Apr 30, 2026
Fidelity Series High Income Fund11.2M $as of Apr 30, 2026
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Titelia. "Fund shareholders of WEX Inc". https://titelia.com/en/stocks/wex-inc-US96208T1043