# WEX INC (WEX) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 96208T104
Page URL: https://superinvestorclub.com/stock/WEX
Last updated: 2026-08-29T13:49:19.128Z

## Summary

As of the most recent 13F filing period, WEX INC (WEX) is held by 2 tracked superinvestors with an aggregate position value of $47.5M representing 03313835009 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 331383 | $46.8M | 0.47% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 5009 | $706,720 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 1 holders, $241,047 aggregate, 01239 shares
- 2024-03-31: 2 holders, $10.0M aggregate, 0401352044 shares
- 2024-06-30: 2 holders, $17.1M aggregate, 08637810247 shares
- 2024-09-30: 2 holders, $33.3M aggregate, 01494409152 shares
- 2024-12-31: 1 holders, $55.8M aggregate, 0318272 shares
- 2025-03-31: 1 holders, $64.7M aggregate, 0412247 shares
- 2025-06-30: 2 holders, $83.0M aggregate, 0401086164029 shares
- 2025-09-30: 2 holders, $56.7M aggregate, 034093619154 shares
- 2025-12-31: 2 holders, $58.8M aggregate, 033679757869 shares
- 2026-03-31: 1 holders, $51.7M aggregate, 0337724 shares
- 2026-06-30: 2 holders, $47.5M aggregate, 03313835009 shares

## Recent congressional trades (2)

- 2025-06-04: Kelly Louise Morrison (D-MN) sale $1,001 - $15,000
- 2025-06-04: Kelly Morrison (Democrat-MN) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "WEX INC (WEX) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/WEX), aggregating SEC 13F, Form 4, and congressional disclosures."