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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,286
shares
|
$176,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,208
shares
|
$165,387
0.14% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,195
shares
|
$163,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,072
shares
|
$146,767
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,046
shares
|
$143,207
0.0% of portfolio
|
Q2 2025
Reduced 41.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,041
shares
|
$142,523
0.01% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$136,910
0.07% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
974
shares
|
$133,350
0.01% of portfolio
|
Q3 2025
Added 200.62%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
956
shares
|
$130,885
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
922
shares
|
$126,231
0.01% of portfolio
|
Q3 2025
Reduced 54.63%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
835
shares
|
$114,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
812
shares
|
$111,170
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
752
shares
|
$102,956
0.0% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
710
shares
|
$97,206
0.02% of portfolio
|
Q3 2025
Added 35400.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
669
shares
|
$91,592
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
662
shares
|
$90,634
0.0% of portfolio
|
Q3 2025
Reduced 76.52%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
644
shares
|
$88,170
0.02% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
549
shares
|
$75,163
0.0% of portfolio
|
Q3 2025
Added 35.22%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
535
shares
|
$73,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
525
shares
|
$71,877
0.0% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$68,455
0.04% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
500
shares
|
$68,455
0.0% of portfolio
|
Q3 2023
Reduced 4.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
491
shares
|
$67,222
0.0% of portfolio
|
Q3 2025
Added 23.37%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
480
shares
|
$65,716
0.03% of portfolio
|
Q4 2022
Reduced 93.5%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
457
shares
|
$62,567
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|