Purchases and Sales Made in Q2 2025 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q2 2025. The information is specifically focused on institutions that hold shares of WEX Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
BUY
|
- |
1.25K+ 2.44% |
$142K - $202K
|
52.4K
$8.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11K+ 27.09% |
$126K - $179K
|
5.2K
$886K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.05K+ 33.7% |
$119K - $169K
|
4.15K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.04K+ 58.78% |
$118K - $169K
|
2.82K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
1.03K+ 4.83% |
$116K - $166K
|
22.3K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
997+ 37.52% |
$113K - $161K
|
3.65K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
868New |
$98.5K - $140K
|
868
$148K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
831+ 0.07% |
$94.3K - $134K
|
1.27M
$216M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
811New |
$92K - $131K
|
811
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
775+ 2.18% |
$87.9K - $125K
|
36.3K
$6.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
759+ 13.76% |
$86.1K - $123K
|
6.28K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
709+ 28.21% |
$80.5K - $115K
|
3.22K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
656+ 25.35% |
$74.4K - $106K
|
3.24K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
566+ 16.93% |
$64.2K - $91.6K
|
3.91K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
480+ 109.09% |
$54.5K - $77.7K
|
920
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
453+ 5.43% |
$51.4K - $73.3K
|
8.8K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
402New |
$45.6K - $65K
|
402
$68.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 6.25% |
$45.4K - $64.7K
|
6.8K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
387+ 4837.5% |
$43.9K - $62.6K
|
395
$67.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
381+ 494.81% |
$43.2K - $61.6K
|
458
$78K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
371New |
$42.1K - $60K
|
371
$63.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
324New |
$36.8K - $52.4K
|
324
$55.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
300+ 4.67% |
$34K - $48.5K
|
6.72K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
233+ 14.26% |
$26.4K - $37.7K
|
1.87K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
219+ 8.74% |
$24.8K - $35.4K
|
2.73K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
207+ 11.38% |
$23.5K - $33.5K
|
2.03K
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
178+ 5.63% |
$20.2K - $28.8K
|
3.34K
$569K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
158+ 282.14% |
$17.9K - $25.6K
|
214
$36.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
156+ 31.97% |
$17.7K - $25.2K
|
644
$110K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
143New |
$16.2K - $23.1K
|
143
$24.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
143+ 5.91% |
$16.2K - $23.1K
|
2.56K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
110+ 0.31% |
$12.5K - $17.8K
|
35.1K
$5.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
96+ 73.85% |
$10.9K - $15.5K
|
226
$38.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
78+ 866.67% |
$8.85K - $12.6K
|
87
$14.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
70+ 3.41% |
$7.94K - $11.3K
|
2.12K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
68+ 22.08% |
$7.72K - $11K
|
376
$64K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
60+ 1.91% |
$6.81K - $9.71K
|
3.21K
$546K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
57+ 1.77% |
$6.47K - $9.22K
|
3.28K
$559K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
55+ 2.72% |
$6.24K - $8.9K
|
2.08K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 15.01% |
$6.01K - $8.58K
|
406
$69.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49+ 11.14% |
$5.56K - $7.93K
|
489
$83.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
36+ 2.43% |
$4.08K - $5.82K
|
1.52K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 55.17% |
$3.63K - $5.18K
|
90
$15.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
29+ 145.0% |
$3.29K - $4.69K
|
49
$8.34K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
26+ 0.55% |
$2.95K - $4.21K
|
4.73K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
26+ 1.31% |
$2.95K - $4.21K
|
2.01K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24+ 1.43% |
$2.72K - $3.88K
|
1.7K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21+ 0.99% |
$2.38K - $3.4K
|
2.15K
$366K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 54.55% |
$2.04K - $2.91K
|
51
$8.68K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 72.0% |
$2.04K - $2.91K
|
43
$7.32K
|