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 |
|---|---|---|---|---|---|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
6,800
shares
|
$930,988
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
6,793
shares
|
$930,029
0.1% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
6,701
shares
|
$917,433
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
6,663
shares
|
$912,231
0.0% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,558
shares
|
$897,855
0.01% of portfolio
|
Q2 2023
Reduced 16.09%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
6,509
shares
|
$891,147
0.6% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
6,177
shares
|
$845,693
0.0% of portfolio
|
Q3 2025
Added 25.04%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
5,905
shares
|
$808,453
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
5,797
shares
|
$793,667
0.0% of portfolio
|
Q3 2025
Reduced 57.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,790
shares
|
$792,708
0.01% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,766
shares
|
$789,423
0.0% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,635
shares
|
$771,487
0.0% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
5,422
shares
|
$742,326
0.08% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,414
shares
|
$741,230
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,341
shares
|
$731,236
0.0% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
5,272
shares
|
$721,789
0.01% of portfolio
|
Q3 2025
Added 36.72%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,228
shares
|
$715,765
0.01% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
5,195
shares
|
$711,247
0.03% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,166
shares
|
$707,277
0.0% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
5,153
shares
|
$705,497
0.03% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,149
shares
|
$704,949
0.07% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,991
shares
|
$683,317
0.0% of portfolio
|
Q2 2023
Reduced 4.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,985
shares
|
$682,496
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,949
shares
|
$677,567
0.01% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
4,877
shares
|
$667,710
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|