Purchases and Sales Made in Q4 2025 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q4 2025. The information is specifically focused on institutions that hold shares of WEX Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6K+ 293.02% |
$2M - $2.35M
|
19.6K
$2.68M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
14K+ 2115.56% |
$1.92M - $2.25M
|
14.7K
$2.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.52KNew |
$482K - $567K
|
3.52K
$482K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.3KNew |
$314K - $370K
|
2.3K
$314K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.65KNew |
$226K - $266K
|
1.65K
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.48KNew |
$203K - $238K
|
1.48K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1K+ 19.46% |
$137K - $161K
|
6.16K
$843K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
93+ 664.29% |
$12.7K - $15K
|
107
$14.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
74New |
$10.1K - $11.9K
|
74
$10.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20+ 0.94% |
$2.74K - $3.22K
|
2.16K
$295K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 115.38% |
$2.05K - $2.41K
|
28
$3.83K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 100.0% |
$274 - $322
|
4
$548
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$137 - $161
|
6
$821
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 20.0% |
$274 - $322
|
8
$1.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 5.61% |
$821 - $966
|
101
$13.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 13.51% |
$2.05K - $2.41K
|
96
$13.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-25- 1.43% |
$3.42K - $4.02K
|
1.72K
$236K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-26- 2.5% |
$3.56K - $4.18K
|
1.02K
$139K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-103- 15.99% |
$14.1K - $16.6K
|
541
$74.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-188- 12.22% |
$25.7K - $30.3K
|
1.35K
$185K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-274- 0.4% |
$37.5K - $44.1K
|
68.1K
$9.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-287- 9.14% |
$39.3K - $46.2K
|
2.85K
$391K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-723- 25.48% |
$99K - $116K
|
2.12K
$290K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-810- 14.94% |
$111K - $130K
|
4.61K
$631K
|
|