WEX Inc.
US ˙ NYSE ˙ US96208T1043

SecurityWEX / WEX Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership22,559 shares
Latest Disclosed Value $ 3,452,429
Mercer Global Advisors Inc /adv reports 84.70% increase in ownership of WEX / WEX Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 22,559 shares of WEX Inc. (US:WEX) valued at $3,452,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,214 shares of WEX Inc.. This represents a change in shares of 84.70% during the quarter. The current value of the position is $3,343,469 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WEX COM 96208T104 22,559 10,345 84.70 3,452 89.77 0.0051
2026-02-17 2025-12-31 13F WEX COM 96208T104 12,214 9,768 399.35 1,820 372.47 0.0028
2025-11-14 2025-09-30 13F WEX COM 96208T104 2,446 914 59.66 385 71.11 0.0006
2025-08-14 2025-06-30 13F WEX COM 96208T104 1,532 1,532 225 0.0005
2025-02-14 2024-12-31 13F WEX COM 96208T104 0 -1,249 -100.00 0 -100.00
2024-11-14 2024-09-30 13F WEX COM 96208T104 1,249 -43 -3.33 262 14.47 0.0006
2024-08-12 2024-06-30 13F WEX COM 96208T104 1,292 102 8.57 229 0.0006
2024-05-15 2024-03-31 13F WEX COM 96208T104 1,190 -1,107 -48.19 0 0.0008
2024-02-15 2023-12-31 13F WEX COM 96208T104 2,297 86 3.89 0 0.0013
2023-11-15 2023-09-30 13F/A-1 WEX COM 96208T104 2,211 752 51.54 0 0.0016
2023-11-14 2023-09-30 13F WEX COM 96208T104 2,211 752 0 0.0016
2023-08-14 2023-06-30 13F WEX COM 96208T104 1,459 -342 -18.99 0 0.0011
2023-05-16 2023-03-31 13F WEX COM 96208T104 1,801 244 15.67 0 0.0015
2023-02-09 2022-12-31 13F WEX COM 96208T104 1,557 1,557 0 0.0013
2022-11-15 2022-09-30 13F WEX COM 96208T104 0 -1,440 -100.00 0 -100.00
2022-08-10 2022-06-30 13F WEX COM 96208T104 1,440 1,440 224 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.