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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
49
shares
|
$6,708
0.0% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
43
shares
|
$5,887
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
41
shares
|
$5,613
0.0% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
38
shares
|
$5,202
0.0% of portfolio
|
Q3 2025
Reduced 35.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
38
shares
|
$5,202
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
33
shares
|
$4,518
0.0% of portfolio
|
Q3 2025
Reduced 44.07%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
32
shares
|
$4,381
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
29
shares
|
$3,970
0.0% of portfolio
|
Q3 2025
Reduced 39.58%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
25
shares
|
$3,422
0.0% of portfolio
|
Q3 2024
Reduced 77.48%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
24
shares
|
$3,285
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
24
shares
|
$3,285
0.0% of portfolio
|
Q4 2023
Reduced 45.45%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
23
shares
|
$3,148
0.0% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22
shares
|
$3,012
0.0% of portfolio
|
Q2 2022
Reduced 61.4%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
19
shares
|
$2,601
0.0% of portfolio
|
Q3 2025
Reduced 48.65%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
19
shares
|
$2,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
18
shares
|
$2,464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
18
shares
|
$2,464
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$2,190
0.0% of portfolio
|
Q1 2023
Reduced 27.27%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
15
shares
|
$2,053
0.0% of portfolio
|
Q1 2025
Reduced 84.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
15
shares
|
$2,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
14
shares
|
$1,916
0.0% of portfolio
|
Q2 2025
Added 366.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13
shares
|
$1,779
0.0% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
12
shares
|
$1,642
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
11
shares
|
$1,506
0.0% of portfolio
|
Q3 2021
Reduced 15.38%
|
|