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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
412
shares
|
$56,406
0.0% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
402
shares
|
$55,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
383
shares
|
$52,436
0.0% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
380
shares
|
$52,025
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
370
shares
|
$50,656
0.0% of portfolio
|
Q3 2025
Added 289.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
350
shares
|
$47,918
0.0% of portfolio
|
Q2 2020
Added 82.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
340
shares
|
$46,549
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
329
shares
|
$45,043
0.0% of portfolio
|
Q3 2025
Added 56.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
300
shares
|
$41,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
300
shares
|
$41,073
0.0% of portfolio
|
Q1 2025
Added 76.47%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$41,073
0.03% of portfolio
|
Q1 2022
Reduced 1.64%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
255
shares
|
$34,912
0.01% of portfolio
|
Q3 2025
Reduced 33.94%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$34,227
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
235
shares
|
$32,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
229
shares
|
$31,352
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
228
shares
|
$31,215
0.0% of portfolio
|
Q3 2025
Added 162.07%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
221
shares
|
$30,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
220
shares
|
$30,120
0.02% of portfolio
|
Q3 2025
Added 368.09%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
214
shares
|
$29,298
0.02% of portfolio
|
Q1 2020
Reduced 26.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
203
shares
|
$27,792
0.0% of portfolio
|
Q1 2025
Reduced 44.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
197
shares
|
$26,971
0.01% of portfolio
|
Q2 2024
Added 8.84%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
178
shares
|
$24,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
175
shares
|
$23,959
0.0% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
171
shares
|
$23,411
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
168
shares
|
$23,000
0.0% of portfolio
|
Q3 2022
Reduced 27.59%
|
|