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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series | 587 | 89.8K $ | 1.95 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 567 | 85.2K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 532 | 81.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 530 | 81.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 526 | 78.5K $ | 0.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 515 | 78.8K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 512 | 78.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 509 | 76.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 467 | 71.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hypatia Women CEO ETF Two Roads Shared Trust | 456 | 68.6K $ | 0.79 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 441 | 66.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 437 | 65.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 434 | 65.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 401 | 59.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 388 | 58.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 387 | 58.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 383 | 57.6K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 381 | 58.3K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor SMID Cap Core ETF Harbor ETF Trust | 345 | 51.9K $ | 1.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor SMID Cap Value ETF Harbor ETF Trust | 341 | 51.3K $ | 1.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 324 | 48.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 307 | 45.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS | 302 | 46.2K $ | 1.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 300 | 45.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 300 | 44.8K $ | 0.02 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust | 289 | 44.2K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 281 | 43K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 275 | 41.3K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 266 | 39.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 265 | 39.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 262 | 40.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 247 | 37.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 245 | 37.5K $ | 1.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 244 | 37.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 220 | 33.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 217 | 32.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 212 | 31.9K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 210 | 32.1K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 205 | 30.6K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 200 | 30.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 198 | 30.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 192 | 29.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 192 | 29.4K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 189 | 28.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 188 | 28.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 186 | 28.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 180 | 27.5K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 169 | 25.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 168 | 25.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 166 | 25.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS | 166 | 25.4K $ | 1.87 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 161 | 24.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 159 | 23.9K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 140 | 21K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST | 133 | 20K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 131 | 20K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Motley Fool Value Factor ETF RBB Fund, Inc. | 130 | 19.4K $ | 0.30 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 129 | 19.7K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Balanced II TRANSAMERICA FUNDS | 98 | 14.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 97 | 14.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 96 | 14.7K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 93 | 14.2K $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Fund VALIC Co I | 91 | 13.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 89 | 13.6K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 89 | 13.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 71 | 10.9K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 68 | 10.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 66 | 9.9K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 61 | 9.1K $ | 0.23 % | 0.00 % | as of Feb 27, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 57 | 8.6K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 55 | 8.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 54 | 8.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 47 | 7.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 46 | 6.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 45 | 6.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 45 | 6.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 44 | 6.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 43 | 6.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 29 | 4.4K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 25 | 3.8K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 18 | 2.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 18 | 2.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 18 | 2.7K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 5 | 765.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 5 | 765.2 $ | 0.00 % | 0.00 % | as of Mar 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 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 382 | +10 | 15,495,137 | -0.3 % |
| 2026Q1 | 372 | +1 | 15,534,869 | -1.6 % |
| 2025Q4 | 371 | +2 | 15,790,581 | -4.3 % |
| 2025Q3 | 369 | +3 | 16,504,997 | +3.3 % |
| 2025Q2 | 366 | -30 | 15,981,619 | -9.1 % |
| 2025Q1 | 396 | +5 | 17,578,990 | -6.2 % |
| 2024Q4 | 391 | -27 | 18,733,962 | -5.4 % |
| 2024Q3 | 418 | -14 | 19,806,645 | +0.9 % |
| 2024Q2 | 432 | -2 | 19,637,318 | +1.4 % |
| 2024Q1 | 434 | -26 | 19,375,519 | -4.2 % |
| 2023Q4 | 460 | 20,220,344 |
Institutional managers
420 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 3,916,073 | 599.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,105,441 | 475.3M $ | as of Mar 31, 2026 |
| PAR CAPITAL MANAGEMENT INC | 2,254,984 | 345.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,100,268 | 321.4M $ | as of Mar 31, 2026 |
| Impactive Capital LP | 1,707,253 | 261.3M $ | as of Mar 31, 2026 |
| Boston Partners | 1,660,773 | 254.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,305,443 | 199.8M $ | as of Mar 31, 2026 |
| FMR LLC | 1,225,304 | 187.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,091,413 | 167M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 883,005 | 135.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 823,681 | 126.1M $ | as of Mar 31, 2026 |
| LYRICAL ASSET MANAGEMENT LP | 760,936 | 116.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 686,135 | 105M $ | as of Mar 31, 2026 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 669,335 | 102.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 655,837 | 100.4M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 597,600 | 91.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 478,553 | 73.2M $ | as of Mar 31, 2026 |
| River Road Asset Management, LLC | 476,077 | 72.9M $ | as of Mar 31, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 375,110 | 59.8M $ | as of Mar 31, 2026 |
| Gotham Asset Management, LLC | 375,048 | 57.4M $ | as of Mar 31, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | 370,664 | 56.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 362,372 | 55.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 338,457 | 51.9M $ | as of Mar 31, 2026 |
| ARIEL INVESTMENTS, LLC | 337,724 | 51.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 332,852 | 50.9M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Morgan Stanley and 1 other | 5.80 % | 2,015,213 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.20 % | 1,804,206 | as of Mar 31, 2026 · SCHEDULE 13G |
| Impactive Capital LP and 6 others | 4.90 % | 1,707,253 | as 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.
Cite this page
Titelia. "Fund shareholders of WEX Inc". https://titelia.com/en/stocks/wex-inc-US96208T1043