Titelia

Fund shareholders of WEX Inc

ISIN US96208T1043 · United States · LEI T9M5IGROL1TL1G5OV478

Fund shareholders
389
Of which ETFs
97 292 other funds
Value held
≈ 2.4B $ 2.4B $ · 137.9M SEK · 380.5K €
Share of capital
47.0 % of 34.1M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 19,2712.7M $0.75 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18,7733.5M $0.01 %0.06 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 18,5133.5M $0.08 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 18,4532.6M $0.00 %0.05 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 18,4322.7M $0.11 %0.05 %as of May 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 17,6462.5M $0.01 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 16,4572.3M $0.06 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 16,0912.3M $0.13 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 15,8392.2M $0.01 %0.05 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 15,7572.2M $0.13 %0.05 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,4312.9M $0.03 %0.05 %as of Jul 31, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 15,4002.2M $1.01 %0.05 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 14,9742.1M $0.11 %0.04 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 14,8132.1M $0.51 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 14,6412.1M $0.00 %0.04 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,6012.7M $0.20 %0.04 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 14,5002.7M $0.22 %0.04 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 14,1042M $0.01 %0.04 %as of Jun 30, 2026 ↗
Select Transportation Portfolio Fidelity Select Portfolios 14,0002M $0.39 %0.04 %as of May 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 13,2542.5M $0.18 %0.04 %as of Jul 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 12,9681.8M $1.66 %0.04 %as of Jun 30, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 12,8691.8M $0.33 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,8072.4M $0.09 %0.04 %as of Jul 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 12,7682.4M $0.59 %0.04 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 12,6891.8M $0.01 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 12,6792.4M $0.18 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 12,5702.4M $0.02 %0.04 %as of Jul 31, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 12,4711.8M $0.03 %0.04 %as of Jun 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 12,2651.7M $0.13 %0.04 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 12,24417.9M SEK0.06 %0.04 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 12,2031.8M $0.30 %0.04 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,1111.7M $0.06 %0.04 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 12,0351.7M $0.13 %0.04 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 12,0051.7M $0.13 %0.04 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 11,9081.7M $0.12 %0.03 %as of May 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 11,8541.7M $0.00 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,6531.6M $0.18 %0.03 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 11,4101.6M $0.13 %0.03 %as of Jun 30, 2026 ↗
Steward Large Cap Core Fund Steward Funds Inc 11,0002.1M $0.98 %0.03 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 10,8721.5M $0.01 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 10,8232M $0.01 %0.03 %as of Jul 31, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 10,8231.5M $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 10,7462M $0.02 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,6342M $0.01 %0.03 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 10,6231.5M $0.06 %0.03 %as of May 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 10,5822M $0.01 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,1991.9M $0.02 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 10,1481.4M $0.04 %0.03 %as of Jun 30, 2026 ↗
Steward Large Cap Growth Fund Steward Funds Inc 10,0001.9M $0.70 %0.03 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 10,0001.4M $0.40 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 9,9931.9M $0.04 %0.03 %as of Jul 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,6391.4M $0.13 %0.03 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,1551.7M $0.03 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,0911.3M $0.01 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Value Fund VALIC Co I 9,0811.3M $0.19 %0.03 %as of May 31, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 8,9531.3M $0.19 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,9021.7M $0.24 %0.03 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 8,7251.2M $0.18 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,6751.2M $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 8,6161.6M $0.07 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 8,6101.6M $0.05 %0.03 %as of Jul 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 8,4861.2M $0.15 %0.02 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 8,2731.2M $0.15 %0.02 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 8,1001.2M $0.09 %0.02 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 8,0791.5M $0.02 %0.02 %as of Jul 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 8,0001.5M $0.98 %0.02 %as of Jul 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 7,9021.5M $0.08 %0.02 %as of Jul 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 7,8951.1M $0.08 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 7,7901.1M $0.09 %0.02 %as of May 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 7,7311.4M $0.23 %0.02 %as of Jul 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 7,6981.1M $0.13 %0.02 %as of Jun 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 7,6731.1M $1.01 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,6551.1M $0.01 %0.02 %as of May 31, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 7,5501.4M $2.03 %0.02 %as of Jul 31, 2026 ↗
PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds 7,5001.4M $0.02 %0.02 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 7,4141M $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 7,2611.4M $0.20 %0.02 %as of Jul 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 7,2461M $0.12 %0.02 %as of Jun 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 7,1561M $0.12 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 7,1101.3M $0.06 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 6,9451.3M $0.05 %0.02 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 6,793958.4K $0.04 %0.02 %as of Jun 30, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 6,521920K $0.04 %0.02 %as of Jun 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 6,380900.2K $0.13 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 6,3211.2M $0.05 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 6,3191.2M $0.50 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,2021.2M $0.09 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 6,056854.4K $0.03 %0.02 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 5,9901.1M $1.41 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 5,947839.1K $0.04 %0.02 %as of Jun 30, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 5,885830.3K $0.03 %0.02 %as of Jun 30, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 5,857826.4K $0.48 %0.02 %as of Jun 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 5,844824.5K $0.64 %0.02 %as of Jun 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 5,778815.2K $0.05 %0.02 %as of Jun 30, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 5,761812.8K $0.35 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,576808.3K $0.06 %0.02 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,449789.9K $0.01 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,375758.4K $0.09 %0.02 %as of Jun 30, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 5,275986.2K $2.52 %0.02 %as of Jul 31, 2026 ↗
Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust 5,234738.5K $1.87 %0.02 %as of Jun 30, 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
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 2.62 %as of Mar 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 2.52 %as of Jul 31, 2026 ↗
Amplify Digital Payments ETF Amplify ETF Trust 2.50 %as of Jun 30, 2026 ↗
LONE PEAK VALUE FUND World Funds Trust 2.42 %as of Jun 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 2.03 %as of Jul 31, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1.94 %as of Jun 30, 2026 ↗
Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust 1.87 %as of Jun 30, 2026 ↗
Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST 1.83 %as of Jun 30, 2026 ↗
EQ/Janus Enterprise Portfolio EQ Advisors Trust 1.80 %as of Jun 30, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 1.77 %as of May 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
2026Q3385+315,908,686+2.7 %
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 is 1 beneficial ownership filing. 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
FMR LLC and 1 other5.20 %1,801,385as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of WEX Inc

103 funds declare 105 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 Fund131.1M $as of Jun 30, 2026
BlackRock High Yield Portfolio125.1M $as of Jun 30, 2026
iShares Broad USD High Yield Corporate Bond ETF111.9M $as of Jul 31, 2026
VANGUARD HIGH-YIELD CORPORATE FUND18.7M $as of Jul 31, 2026
High Yield Fixed Income Fund16.1M $as of Jun 30, 2026
Diversified Income Fund15.5M $as of Jul 31, 2026
PGIM High Yield Fund15M $as of May 29, 2026
Credit Suisse Strategic Income Fund14.5M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF13.9M $as of Jun 30, 2026
Hotchkis and Wiley High Yield Fund13.7M $as of Jun 30, 2026
BlackRock High Yield V.I. Fund13.6M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF13.6M $as of Jun 30, 2026
Columbia Strategic Income Fund13M $as of May 31, 2026
Transamerica Multi-Asset Income13M $as of Jul 31, 2026
Columbia High Yield Bond Fund12.6M $as of May 31, 2026
Polen Opportunistic High Yield Fund12.5M $as of Jul 31, 2026
Mercer Opportunistic Fixed Income Fund12.2M $as of Jun 30, 2026
Six Circles Credit Opportunities Fund11.7M $as of Jun 30, 2026
NYLIM Floating Rate Fund11.6M $as of Jul 31, 2026
High Income Fund11.5M $as of Jun 30, 2026
BlackRock Multi-Asset Income Portfolio11.5M $as of Jul 31, 2026
1290 VT High Yield Bond Portfolio11.4M $as of Jun 30, 2026
Columbia Income Opportunities Fund11.4M $as of Jul 31, 2026
Nomura High Income Fund11.3M $as of Jun 30, 2026
Dunham High Yield Bond Fund11.3M $as of Jul 31, 2026
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Titelia. "Fund shareholders of WEX Inc". https://titelia.com/en/stocks/wex-inc-US96208T1043