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
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,889748.2K $0.07 %0.01 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,782713.4K $0.12 %0.01 %as of Feb 28, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 4,735724.6K $0.16 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,725710.3K $0.03 %0.01 %as of Apr 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 4,711708.2K $0.15 %0.01 %as of Apr 30, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 4,503689.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 4,444663K $0.10 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 4,383670.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 4,229647.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 4,169638K $0.73 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,151619.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 3,942592.6K $0.15 %0.01 %as of Apr 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 3,932591.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,882583.6K $0.07 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,736571.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,657549.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 3,560535.2K $0.19 %0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 3,373516.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 3,240483.4K $0.19 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,024462.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 2,987449K $0.13 %0.01 %as of Apr 30, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 2,850436.2K $0.21 %0.01 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 2,846435.6K $0.20 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 2,821431.7K $0.15 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 2,821424.1K $0.35 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,805429.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 2,797428.1K $0.93 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,777414.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,748420.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST 2,747420.4K $1.83 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,728417.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
AQR Multi-Asset Fund AQR Funds 2,716415.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,707403.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 2,659399.7K $0.13 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 2,592396.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,580384.9K $0.05 %0.01 %as of Feb 28, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,557391.3K $0.16 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 2,475369.2K $0.05 %0.01 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,438373.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,366362.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,294351.1K $0.08 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,214330.3K $0.04 %0.01 %as of Feb 28, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 2,093314.6K $0.02 %0.01 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 2,088313.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,088313.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 2,078312.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 2,027310.2K $1.35 %0.01 %as of Mar 31, 2026 ↗
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 1,999305.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,983298.1K $0.14 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,911292.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,868285.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 1,848282.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 1,828272.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
Systematic Growth Fund VALIC Co I 1,709255K $0.03 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,703260.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,697259.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,695259.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 1,585236.5K $0.11 %0.00 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 1,517226.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,468220.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,403209.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 1,400214.3K $0.13 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,377207K $0.08 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,338204.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,283191.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,187181.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,162174.7K $0.22 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,144170.7K $0.11 %0.00 %as of Feb 28, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 1,138174.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,130168.6K $0.15 %0.00 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,097167.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 1,080162.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,079161K $0.01 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,064162.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 1,055161.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,013155K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,012152.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
iShares FinTech Active ETF BlackRock ETF Trust 1,011152K $1.73 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,000149.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 995152.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 958142.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 921140.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 901137.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Tech Breakthrough Multisector ETF iShares Trust 870130.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 829126.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust 796119.7K $0.66 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 793119.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 780119.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 771118K $0.04 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 743113.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 711108.8K $0.19 %0.00 %as of Mar 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 703107.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 695106.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV 693106.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 687105.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 677101K $0.04 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 666100.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 64696.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 62695.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 61792.1K $0.07 %0.00 %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