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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
1,774
shares
|
$247,313
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
1,744
shares
|
$243,131
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
May 14, 2025 Q1 2025 |
1,737
shares
|
$242,155
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
1,728
shares
|
$240,900
0.01% of portfolio
|
Q2 2022
Reduced 2.26%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,703
shares
|
$237,415
0.13% of portfolio
|
Q1 2025
Reduced 58.46%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
1,680
shares
|
$234,208
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
1,674
shares
|
$233,372
0.0% of portfolio
|
Q1 2025
Reduced 31.51%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,640
shares
|
$228,632
0.28% of portfolio
|
Q1 2025
Added 3180.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,634
shares
|
$227,795
0.0% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
1,615
shares
|
$225,147
0.0% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,612
shares
|
$224,728
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,610
shares
|
$224,450
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,609
shares
|
$224,310
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
1,608
shares
|
$224,171
0.0% of portfolio
|
Q1 2025
Reduced 97.03%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
1,567
shares
|
$218,455
0.04% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,555
shares
|
$216,782
0.01% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,546
shares
|
$215,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,543
shares
|
$215,109
0.01% of portfolio
|
Q1 2025
Added 467.28%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
1,529
shares
|
$213,157
0.35% of portfolio
|
Q4 2023
Added 15.57%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,523
shares
|
$212,321
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
1,520
shares
|
$211,903
0.0% of portfolio
|
Q3 2024
Reduced 33.45%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
1,517
shares
|
$211,484
0.59% of portfolio
|
Q4 2023
Reduced 16.37%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
1,482
shares
|
$206,605
0.0% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,472
shares
|
$205,211
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
1,471
shares
|
$205,072
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|