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 |
|---|---|---|---|---|---|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
143
shares
|
$19,578
0.0% of portfolio
|
Q3 2025
Reduced 77.01%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
143
shares
|
$19,578
0.0% of portfolio
|
Q2 2025
Reduced 34.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
143
shares
|
$19,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
136
shares
|
$18,619
0.0% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
126
shares
|
$17,250
0.0% of portfolio
|
Q3 2025
Added 35.48%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
124
shares
|
$16,976
0.0% of portfolio
|
Q3 2025
Reduced 25.3%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
111
shares
|
$15,197
0.0% of portfolio
|
Q3 2025
Added 117.65%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
108
shares
|
$14,786
0.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
107
shares
|
$14,649
0.0% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
101
shares
|
$13,827
0.0% of portfolio
|
Q1 2024
Added 359.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$13,691
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$13,691
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$13,691
0.0% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
96
shares
|
$13,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
95
shares
|
$13,006
0.0% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
92
shares
|
$12,595
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
88
shares
|
$12,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
85
shares
|
$11,637
0.0% of portfolio
|
Q4 2024
Reduced 49.1%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
75
shares
|
$10,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
71
shares
|
$9,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
67
shares
|
$9,172
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
65
shares
|
$8,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
64
shares
|
$8,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
57
shares
|
$7,803
0.0% of portfolio
|
Q3 2025
Reduced 36.67%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
49
shares
|
$6,708
0.0% of portfolio
|
Q2 2025
Added 145.0%
|
|