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
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 60685.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 59583.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series 58782.8K $1.52 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 58582.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 55578.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Motley Fool Next Index ETF RBB Fund, Inc. 55179.9K $0.25 %0.00 %as of May 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 54677K $0.00 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 53375.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 53074.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 52397.8K $0.98 %0.00 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 51272.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 50995.2K $0.14 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 50895K $0.06 %0.00 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 50070.5K $0.29 %0.00 %as of Jun 30, 2026 ↗
ETC 6 Meridian Quality Growth ETF EXCHANGE TRADED CONCEPTS TRUST 47468.7K $0.10 %0.00 %as of May 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 43561.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Large Cap Value Plus ETF J.P. Morgan Exchange-Traded Fund Trust 41878.1K $0.31 %0.00 %as of Jul 31, 2026 ↗
Harbor SMID Cap Value ETF Harbor ETF Trust 41377.2K $1.27 %0.00 %as of Jul 31, 2026 ↗
Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV 40957.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 38355.5K $0.01 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 36653.1K $0.01 %0.00 %as of May 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 35251K $0.02 %0.00 %as of May 29, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 35165.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
Harbor SMID Cap Core ETF Harbor ETF Trust 34965.2K $1.36 %0.00 %as of Jul 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 32447K $0.01 %0.00 %as of May 31, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 31544.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 31344.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 30943.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 30744.5K $0.01 %0.00 %as of May 31, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 30242.6K $0.98 %0.00 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 30042.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 29154.4K $0.12 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 28740.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 28139.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 26638.6K $0.01 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 26549.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 26237K $0.00 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 24634.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 24434.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 22742.4K $0.21 %0.00 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 22131.2K $1.30 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 21930.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 20428.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 19827.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 19536.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 19427.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 19227.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 19026.8K $0.11 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 18935.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 18626.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 17733.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 16924.5K $0.00 %0.00 %as of May 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 16823.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS 16823.7K $1.53 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 16623.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 16523.9K $0.07 %0.00 %as of May 31, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 16423.1K $0.15 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 16130.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 14320.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 14226.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I 13218.6K $1.27 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 13024.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 12918.2K $0.20 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 12022.4K $0.17 %0.00 %as of Jul 31, 2026 ↗
Motley Fool Value Factor ETF RBB Fund, Inc. 12017.4K $0.24 %0.00 %as of May 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 9713.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 9617.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 9313.1K $0.48 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 9117K $0.00 %0.00 %as of Jul 31, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 8816.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 8411.9K $0.10 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 8215.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 8211.6K $0.12 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 7510.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 679.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 5710.7K $0.21 %0.00 %as of Jul 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 557.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 5410.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 507.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 476.8K $0.20 %0.00 %as of May 29, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 446.4K $0.00 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 334.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
MID-CAP PROFUND ProFunds 315.8K $0.06 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 294.1K $0.10 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Growth Index Fund MoA Funds Corp 243.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 203.7K $0.14 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 132.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Growth Fund VALIC Co I 131.9K $0.00 %0.00 %as of May 31, 2026 ↗
TRUE VALUE COMPOUNDERS, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 380.5K €1.16 %as of Dec 31, 2025 ↗

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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