Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,163
shares
|
$440,953
0.0% of portfolio
|
Q1 2025
Reduced 39.75%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
3,145
shares
|
$438,444
0.0% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,107
shares
|
$433,146
0.17% of portfolio
|
Q1 2025
Added 36.57%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
3,041
shares
|
$423,945
0.14% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
2,933
shares
|
$408,889
0.02% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,932
shares
|
$408,750
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
2,931
shares
|
$408,610
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
2,927
shares
|
$408,053
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,905
shares
|
$404,986
0.01% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
2,844
shares
|
$396,482
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
2,801
shares
|
$390,487
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
2,706
shares
|
$377,243
0.0% of portfolio
|
Q1 2025
Reduced 67.35%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
2,698
shares
|
$376,128
0.13% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
2,657
shares
|
$370,412
0.01% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
2,657
shares
|
$370,412
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,636
shares
|
$367,484
0.0% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,600
shares
|
$362,466
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,585
shares
|
$360,374
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,585
shares
|
$360,374
0.05% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,525
shares
|
$352,010
0.01% of portfolio
|
Q1 2025
Reduced 42.29%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,513
shares
|
$350,337
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
2,511
shares
|
$350,058
0.01% of portfolio
|
Q1 2025
Reduced 33.66%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
2,508
shares
|
$349,640
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
2,506
shares
|
$349,361
0.0% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
2,501
shares
|
$348,664
0.05% of portfolio
|
Q4 2024
Added 12.76%
|