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 |
|---|---|---|---|---|---|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
1,394
shares
|
$194,337
0.05% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,375
shares
|
$191,688
0.41% of portfolio
|
Q2 2023
Reduced 25.68%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
1,372
shares
|
$191,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,349
shares
|
$188,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
1,346
shares
|
$187,645
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,322
shares
|
$184,300
0.0% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
1,320
shares
|
$184,021
0.0% of portfolio
|
Q1 2025
Added 432.26%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,311
shares
|
$182,766
0.0% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,309
shares
|
$182,487
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,286
shares
|
$179,281
0.0% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,281
shares
|
$178,584
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,208
shares
|
$168,407
0.14% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,168
shares
|
$162,830
0.01% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,072
shares
|
$149,447
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
678
shares
|
$94,519
0.01% of portfolio
|
Q1 2025
Added 235.64%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
548
shares
|
$76,396
0.0% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
500
shares
|
$69,705
0.0% of portfolio
|
Q3 2023
Reduced 4.4%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
500
shares
|
$69,705
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$69,705
0.04% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
488
shares
|
$68,032
0.03% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
480
shares
|
$66,916
0.03% of portfolio
|
Q4 2022
Reduced 93.5%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
453
shares
|
$63,152
0.02% of portfolio
|
Q1 2025
Reduced 73.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
440
shares
|
$61,340
0.0% of portfolio
|
Q1 2025
Reduced 60.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
422
shares
|
$58,831
0.01% of portfolio
|
Q1 2025
Added 50.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
405
shares
|
$56,461
0.0% of portfolio
|
Q4 2024
Reduced 13.65%
|