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
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,195733K $0.13 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 5,167966K $0.15 %0.02 %as of Jul 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 5,051944.3K $0.18 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,912918.3K $0.04 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,889689.8K $0.06 %0.01 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,882707.7K $0.11 %0.01 %as of May 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 4,858685.4K $0.19 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 4,603860.6K $0.18 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 4,588647.3K $0.13 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,527656.2K $0.00 %0.01 %as of May 31, 2026 ↗
Large Cap Core Fund Northern Funds 4,508636K $0.18 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 4,507635.9K $0.15 %0.01 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 4,360632K $0.06 %0.01 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,159602.9K $0.00 %0.01 %as of May 31, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 4,134583.3K $0.59 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,000564.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,977576.5K $0.14 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,956739.6K $0.09 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 3,850558.1K $0.07 %0.01 %as of May 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 3,809712.1K $0.18 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,657683.7K $0.03 %0.01 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 3,550514.6K $0.16 %0.01 %as of May 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 3,244457.7K $0.15 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 3,212600.5K $0.16 %0.01 %as of Jul 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 3,129585K $0.00 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,090436K $0.09 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,024426.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,913411K $0.02 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,892419.2K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,884406.9K $0.10 %0.01 %as of Jun 30, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 2,841400.8K $0.14 %0.01 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 2,811396.6K $0.12 %0.01 %as of Jun 30, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 2,797394.6K $0.72 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,781392.4K $0.07 %0.01 %as of Jun 30, 2026 ↗
Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST 2,731385.3K $1.45 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,707392.4K $0.01 %0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 2,697380.5K $0.15 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 2,679500.9K $0.18 %0.01 %as of Jul 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,669376.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 2,657496.8K $0.15 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,614378.9K $0.28 %0.01 %as of May 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,557360.8K $0.13 %0.01 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 2,552360.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,438344K $0.02 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 2,407450K $0.02 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,366333.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Systematic Core Fund VALIC Co I 2,346340.1K $0.05 %0.01 %as of May 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 2,298324.2K $0.11 %0.01 %as of Jun 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,296429.3K $0.19 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,214320.9K $0.04 %0.01 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,169306K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 2,114298.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 2,088390.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,088390.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 2,029379.3K $0.03 %0.01 %as of Jul 31, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 2,027286K $1.19 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,940281.2K $0.04 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,768249.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,739245.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 1,721242.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 1,716242.1K $0.03 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,703240.3K $0.07 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,697239.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series 1,658310K $1.69 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 1,615234.1K $0.11 %0.00 %as of May 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,460273K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,455272K $0.10 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,441269.4K $0.05 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,333193.2K $0.03 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,317190.9K $0.00 %0.00 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,219227.9K $0.26 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,185171.8K $0.11 %0.00 %as of May 31, 2026 ↗
Systematic Growth Fund VALIC Co I 1,148166.4K $0.02 %0.00 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,130163.8K $0.14 %0.00 %as of May 31, 2026 ↗
iShares U.S. Tech Breakthrough Multisector ETF iShares Trust 1,116208.6K $0.05 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,109160.8K $0.01 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,085157.3K $0.01 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,064150.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,013142.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 1,011142.6K $0.10 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,000145K $0.01 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 998186.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 998140.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 966136.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 921129.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 902127.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 867122.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 838118.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 777112.6K $0.03 %0.00 %as of May 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 771108.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Defensive Market Strategies Fund GuideStone Funds 756106.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 743104.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
MML VIP JPMorgan U.S. Research Enhanced Equity Fund MML SERIES INVESTMENT FUND 736103.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 717134.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 68997.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 67695.4K $0.09 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 666124.5K $0.06 %0.00 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 64693.6K $0.01 %0.00 %as of May 31, 2026 ↗
iShares FinTech Active ETF BlackRock ETF Trust 616115.2K $1.20 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 60985.9K $0.00 %0.00 %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