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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
14
shares
|
$2,115
0.0% of portfolio
|
Q1 2025
Reduced 99.02%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
14
shares
|
$2,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13
shares
|
$1,964
0.0% of portfolio
|
Q1 2023
Reduced 95.06%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
13
shares
|
$1,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
11
shares
|
$1,662
0.0% of portfolio
|
Q3 2021
Reduced 15.38%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
10
shares
|
$1,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
9
shares
|
$1,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
9
shares
|
$1,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8
shares
|
$1,208
0.0% of portfolio
|
Q1 2025
Reduced 93.6%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7
shares
|
$1,057
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
6
shares
|
$906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
6
shares
|
$906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
6
shares
|
$906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
6
shares
|
$906
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6
shares
|
$906
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
5
shares
|
$755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5
shares
|
$755
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$604
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3
shares
|
$453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3
shares
|
$453
0.0% of portfolio
|
Q1 2025
Reduced 88.46%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$453
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3
shares
|
$453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2
shares
|
$302
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2
shares
|
$302
0.0% of portfolio
|
Q1 2025
New holding
|