Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,100
shares
|
$631,769
0.32% of portfolio
|
Q4 2024
Added 217.34%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,073
shares
|
$627,608
0.0% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
4,054
shares
|
$624,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,042
shares
|
$622,831
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,963
shares
|
$610,658
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,890
shares
|
$599,410
0.01% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,837
shares
|
$591,243
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
3,785
shares
|
$583,230
0.01% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
3,574
shares
|
$550,717
0.08% of portfolio
|
Q4 2024
Added 24.57%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
3,554
shares
|
$547,635
0.0% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
3,500
shares
|
$539,315
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,413
shares
|
$525,909
0.07% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
3,393
shares
|
$522,827
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,317
shares
|
$511,116
0.04% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,292
shares
|
$507,264
0.03% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,208
shares
|
$494,320
0.0% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,123
shares
|
$481,223
0.0% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,113
shares
|
$479,682
0.0% of portfolio
|
Q4 2024
Added 140.39%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
3,041
shares
|
$468,587
0.15% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
3,007
shares
|
$463,348
0.02% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,965
shares
|
$456,876
0.01% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
2,947
shares
|
$454,103
0.11% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
2,933
shares
|
$451,945
0.02% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
2,931
shares
|
$451,637
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,915
shares
|
$449,172
0.0% of portfolio
|
Q4 2024
Reduced 21.68%
|