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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,868
shares
|
$666,477
0.21% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,722
shares
|
$646,489
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,698
shares
|
$643,203
0.0% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
4,687
shares
|
$641,697
0.02% of portfolio
|
Q3 2025
Reduced 79.56%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
4,520
shares
|
$618,833
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
4,366
shares
|
$597,749
0.0% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,164
shares
|
$570,093
0.0% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
4,065
shares
|
$556,539
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
4,023
shares
|
$550,788
0.03% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,963
shares
|
$542,574
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
3,925
shares
|
$537,371
0.07% of portfolio
|
Q3 2025
Added 2353.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
3,920
shares
|
$536,687
0.0% of portfolio
|
Q3 2025
Added 26.86%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
3,910
shares
|
$535,318
0.04% of portfolio
|
Q3 2025
Reduced 88.97%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,870
shares
|
$529,841
0.0% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
3,765
shares
|
$515,466
0.25% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
3,654
shares
|
$500,269
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,640
shares
|
$498,352
0.0% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,593
shares
|
$491,917
0.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
3,521
shares
|
$482,060
0.06% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
3,427
shares
|
$469,190
0.0% of portfolio
|
Q3 2025
Added 65.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,348
shares
|
$458,374
0.0% of portfolio
|
Q3 2025
Reduced 21.19%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
3,334
shares
|
$456,457
0.21% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
3,265
shares
|
$447,011
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
3,259
shares
|
$446,189
0.01% of portfolio
|
Q3 2025
Reduced 67.48%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,236
shares
|
$443,040
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|