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
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,8842.7M $0.01 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,8782.7M $0.01 %0.05 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,8312.7M $0.03 %0.05 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 17,2862.6M $0.01 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 16,9182.5M $0.07 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 16,5152.5M $0.01 %0.05 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 16,4012.5M $0.72 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 16,0952.5M $0.16 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 15,9472.4M $0.16 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 14,3232.2M $0.00 %0.04 %as of Mar 31, 2026 ↗
Steward Large Cap Core Fund Steward Funds Inc 14,0002.1M $1.05 %0.04 %as of Apr 30, 2026 ↗
Steward Large Cap Growth Fund Steward Funds Inc 14,0002.1M $0.85 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 13,9012.1M $0.15 %0.04 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 13,4002M $0.16 %0.04 %as of Apr 30, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 13,2482M $0.51 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 13,1172M $0.15 %0.04 %as of Apr 30, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 13,0001.9M $2.04 %0.04 %as of Feb 28, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 12,9681.9M $0.52 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 12,9262M $0.16 %0.04 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 12,8722M $0.04 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,7371.9M $0.09 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 12,7361.9M $0.02 %0.04 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 12,7001.9M $0.49 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 12,6751.9M $0.01 %0.04 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 12,6281.9M $0.16 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 12,6201.9M $0.07 %0.04 %as of Mar 31, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 12,5971.9M $0.25 %0.04 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 12,4131.9M $0.01 %0.04 %as of Mar 31, 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 Feb 28, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 12,1801.9M $0.16 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,0381.8M $0.07 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,9111.8M $0.07 %0.03 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,8621.8M $0.13 %0.03 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 11,7891.8M $0.16 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 11,6371.8M $0.16 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,6061.8M $0.21 %0.03 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 11,5811.7M $0.13 %0.03 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 11,3541.7M $0.03 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 11,1361.7M $0.00 %0.03 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 11,0391.6M $0.26 %0.03 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 10,9141.6M $0.01 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 10,8231.6M $0.01 %0.03 %as of Apr 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 10,4171.6M $0.20 %0.03 %as of Feb 28, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 10,1611.6M $0.02 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,0391.5M $0.16 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 9,5891.5M $0.22 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,3561.4M $0.01 %0.03 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 9,3231.4M $0.03 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,1611.4M $0.01 %0.03 %as of Mar 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 9,0001.4M $0.99 %0.03 %as of Apr 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 8,8931.4M $1.23 %0.03 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,8601.3M $0.03 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 8,7511.3M $0.06 %0.03 %as of Apr 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 8,7501.3M $1.89 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,5951.3M $0.01 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 8,5421.3M $0.06 %0.03 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 8,4861.3M $0.18 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,4861.3M $0.01 %0.02 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 8,1001.2M $0.10 %0.02 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,9321.2M $0.03 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,8681.2M $0.01 %0.02 %as of Feb 28, 2026 ↗
Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series 7,8061.2M $1.32 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 7,7941.2M $0.10 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 7,7261.2M $0.16 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,6061.1M $0.04 %0.02 %as of Apr 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 7,5151.2M $0.15 %0.02 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds 7,5001.1M $0.02 %0.02 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 7,3561.1M $0.01 %0.02 %as of Apr 30, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 7,2441.1M $0.44 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 7,1541.1M $0.32 %0.02 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 7,0121.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
Select Transportation Portfolio Fidelity Select Portfolios 6,9001M $0.20 %0.02 %as of Feb 28, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 6,7951M $0.05 %0.02 %as of Mar 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 6,6751M $2.21 %0.02 %as of Apr 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 6,6551M $0.07 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,629996.5K $0.15 %0.02 %as of Apr 30, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 6,521998K $0.04 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 6,473973.1K $0.04 %0.02 %as of Apr 30, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 6,362973.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 6,351954.7K $0.17 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 6,317966.8K $0.16 %0.02 %as of Mar 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 6,313966.1K $1.00 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 6,263958.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 6,048925.6K $0.59 %0.02 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 5,990900.5K $1.11 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 5,928891.2K $0.04 %0.02 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,698856.6K $0.04 %0.02 %as of Apr 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 5,683869.7K $0.73 %0.02 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 5,613837.4K $0.08 %0.02 %as of Feb 28, 2026 ↗
Steward Equity Market Neutral Fund Steward Funds Inc 5,600841.8K $0.79 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,596834.9K $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,486824.7K $0.07 %0.02 %as of Apr 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,407827.5K $0.16 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,375822.6K $0.11 %0.02 %as of Mar 31, 2026 ↗
Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust 5,336816.6K $2.25 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 5,300811.1K $0.05 %0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 5,207782.8K $0.15 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,076757.3K $0.06 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 4,976748K $0.12 %0.01 %as of Apr 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
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