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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
53
shares
|
$7,388
0.0% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
43
shares
|
$5,994
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
42
shares
|
$5,855
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
38
shares
|
$5,297
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
36
shares
|
$5,018
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
33
shares
|
$4,600
0.0% of portfolio
|
Q3 2024
Reduced 60.24%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
33
shares
|
$4,600
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
33
shares
|
$4,600
0.0% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
30
shares
|
$4,182
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
26
shares
|
$3,624
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
25
shares
|
$3,485
0.0% of portfolio
|
Q3 2024
Reduced 77.48%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
25
shares
|
$3,485
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
24
shares
|
$3,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
24
shares
|
$3,345
0.0% of portfolio
|
Q4 2023
Reduced 45.45%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22
shares
|
$3,067
0.0% of portfolio
|
Q2 2022
Reduced 61.4%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
20
shares
|
$2,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
20
shares
|
$2,788
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
19
shares
|
$2,648
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
18
shares
|
$2,509
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
18
shares
|
$2,509
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
17
shares
|
$2,369
0.0% of portfolio
|
Q1 2025
Added 325.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
17
shares
|
$2,369
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$2,230
0.0% of portfolio
|
Q1 2023
Reduced 27.27%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
16
shares
|
$2,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15
shares
|
$2,091
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|