Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,140
shares
|
$429,897
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,117
shares
|
$426,748
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Benin Management Corp
|
Oct 20, 2025 Q3 2025 |
3,041
shares
|
$416,343
0.11% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,961
shares
|
$405,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,961
shares
|
$405,390
0.0% of portfolio
|
Q3 2025
Reduced 18.11%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,932
shares
|
$401,420
0.0% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
2,918
shares
|
$399,503
0.06% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,894
shares
|
$396,217
0.01% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
2,886
shares
|
$395,122
0.0% of portfolio
|
Q3 2025
Reduced 38.37%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
2,875
shares
|
$393,616
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,838
shares
|
$388,550
0.01% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
2,809
shares
|
$384,580
0.01% of portfolio
|
Q3 2025
Reduced 55.46%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,732
shares
|
$374,038
0.0% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,701
shares
|
$369,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
2,698
shares
|
$369,383
0.03% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
2,637
shares
|
$361,031
0.22% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,585
shares
|
$353,912
0.05% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,558
shares
|
$350,215
0.0% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
2,557
shares
|
$350,078
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,536
shares
|
$347,203
0.01% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,502
shares
|
$342,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,502
shares
|
$342,548
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wilkinson Global Asset Management LLC
|
Nov 04, 2025 Q3 2025 |
2,450
shares
|
$335,429
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,446
shares
|
$334,881
0.0% of portfolio
|
Q3 2025
Added 59.66%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$331,322
0.01% of portfolio
|
Q3 2024
Added 1.6%
|
|