Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 450 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
10,584
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
10,180
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Jan 29, 2026 Q4 2025 |
9,883
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2025
Added 126.36%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,670
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.25%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
9,615
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
9,500
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Jan 27, 2026 Q4 2025 |
9,328
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,315
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 12, 2025 Q3 2025 |
9,300
shares
|
$1.27 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
9,228
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2022
Reduced 0.85%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
9,173
shares
|
$1.26 Million
0.49% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Arizona State Retirement System
|
Jan 28, 2026 Q4 2025 |
9,120
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
8,985
shares
|
$1.23 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
8,794
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
8,488
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 26, 2026 Q4 2025 |
8,325
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
8,219
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Formula Growth LTD
Montreal, A8 |
Nov 13, 2025 Q3 2025 |
8,200
shares
|
$1.12 Million
0.53% of portfolio
|
Q2 2024
Reduced 42.25%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
8,151
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
State Of Michigan Retirement System
|
Jan 29, 2026 Q4 2025 |
8,075
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
7,944
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
7,872
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
7,638
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,376
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
7,200
shares
|
$985,752
0.04% of portfolio
|
Q1 2025
Reduced 19.1%
|
|