Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 476 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 $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
130
shares
|
$19,643
0.0% of portfolio
|
Q4 2024
Reduced 36.89%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
128
shares
|
$19,340
0.0% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
124
shares
|
$18,736
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
110
shares
|
$16,621
0.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
106
shares
|
$16,016
0.0% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
104
shares
|
$15,714
0.0% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
101
shares
|
$15,261
0.0% of portfolio
|
Q1 2024
Added 359.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$15,110
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$15,110
0.0% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
95
shares
|
$14,354
0.0% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
94
shares
|
$14,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
93
shares
|
$14,052
0.0% of portfolio
|
Q2 2025
Reduced 65.81%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
85
shares
|
$12,843
0.0% of portfolio
|
Q4 2024
Reduced 49.1%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
78
shares
|
$11,785
0.0% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
77
shares
|
$11,634
0.0% of portfolio
|
Q1 2025
Added 54.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
75
shares
|
$11,332
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
67
shares
|
$10,123
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
65
shares
|
$9,821
0.0% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
64
shares
|
$9,670
0.0% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
61
shares
|
$9,217
0.0% of portfolio
|
Q1 2025
Added 96.77%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
59
shares
|
$8,914
0.0% of portfolio
|
Q2 2025
Reduced 41.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
58
shares
|
$8,763
0.01% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
53
shares
|
$8,008
0.0% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
52
shares
|
$7,857
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
51
shares
|
$7,706
0.0% of portfolio
|
Q2 2025
Added 54.55%
|