WEX INC (WEX) Institutional Ownership Changes & 13F Activity

WEX INC (WEX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Citadel Advisors Llc, Meridiem Capital Partners Lp, Incline Global Management Llc, and Hotchkis & Wiley Capital Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-4,496-6.0%70,802$9.99MQ2 2026Sep 23, 2026
State Street CorpBuy+41,815+3.8%1,133,228$159.89MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-1,552-5.9%24,664$3.48MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-28-3.6%746$105.25KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+307,959+112.1%582,786$82.23MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-1-12.5%7$988.00Q2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+15,733+110.4%29,984$4.23MQ2 2026Aug 27, 2026
Optimize Financial IncSell-9-0.3%2,841$400.84KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-217-0.6%38,004$5.36MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+1,472—1,472$207.68KQ2 2026Aug 21, 2026
Mercer Global Advisors IncSell-15,625-69.3%6,934$978.32KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpSell-5,748-40.2%8,557$1.17MQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+33,539+1291.0%36,137$5.10MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+22,816+116.5%42,395$5.98MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-11-91.7%1$141.00Q2 2026Aug 17, 2026
Aqr Capital Management LlcSell-1,170,501-89.7%134,942$18.38MQ2 2026Aug 14, 2026
Meridiem Capital Partners LpBuy+160,776—160,776$22.68MQ2 2026Aug 14, 2026
Incline Global Management LlcBuy+159,259+1016.8%174,922$24.68MQ2 2026Aug 14, 2026
Hotchkis & Wiley Capital Management LlcBuy+150,380+63.6%386,978$54.60MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+109,924—109,924$15.51MQ2 2026Aug 14, 2026
Alta Fox Capital ManagementBuy+91,000—91,000$12.84MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+88,419—88,419$12.48MQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+87,926—87,926$12.41MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+86,892—86,892$12.26MQ2 2026Aug 14, 2026
Hawk Ridge Capital Management LpBuy+81,940+50.1%245,411$34.63MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+66,411—66,411$9.37MQ2 2026Aug 14, 2026
Primecap Management Co/Ca/Sell-62,100-53.2%54,660$7.71MQ2 2026Aug 14, 2026
Turtle Creek Asset ManagementBuy+58,753+8.8%728,088$102.73MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+58,729+1886.6%61,842$8.73MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcSell-57,648-15.4%317,400$44.78MQ2 2026Aug 14, 2026
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Frequently asked questions about WEX activity

  • Which institutional owners are buying WEX?

    Institutional owners buying WEX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WEX activity?

    "Buy" means an investor increased their reported position in WEX compared to the prior reporting period. This reflects growing exposure to WEX INC (WEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WEX increasing?

    Institutional interest in WEX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.