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 $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
75
shares
|
$11,604
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
73
shares
|
$11,295
0.0% of portfolio
|
Q4 2024
Added 37.74%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
71
shares
|
$10,985
0.0% of portfolio
|
Q4 2024
Reduced 63.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
67
shares
|
$10,366
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
65
shares
|
$10,057
0.0% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
54
shares
|
$8,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
53
shares
|
$8,200
0.0% of portfolio
|
Q4 2024
Added 60.61%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
50
shares
|
$7,736
0.0% of portfolio
|
Q4 2024
Added 47.06%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
50
shares
|
$7,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
49
shares
|
$7,581
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
44
shares
|
$6,808
0.0% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
43
shares
|
$6,653
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
42
shares
|
$6,498
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
38
shares
|
$5,879
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
33
shares
|
$5,106
0.0% of portfolio
|
Q3 2024
Reduced 60.24%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
33
shares
|
$5,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
31
shares
|
$4,796
0.0% of portfolio
|
Q4 2024
Reduced 62.2%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
30
shares
|
$4,641
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
29
shares
|
$4,487
0.0% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
26
shares
|
$4,022
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
26
shares
|
$4,022
0.0% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
25
shares
|
$3,868
0.0% of portfolio
|
Q3 2024
Reduced 77.48%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
24
shares
|
$3,713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
24
shares
|
$3,713
0.0% of portfolio
|
Q4 2023
Reduced 45.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
22
shares
|
$3,404
0.0% of portfolio
|
Q2 2024
Reduced 84.83%
|