Free Trial
→ Think NVDA’s run was epic? You ain’t seen nothin’ yet (From Timothy Sykes) (Ad) Buy WEX Stock  Free WEX Stock Alerts

WEX (WEX) Institutional Ownership

WEX logo
$124.35 +2.91 (+2.40%)
Closing price 03:59 PM Eastern
Extended Trading
$126.62 +2.27 (+1.82%)
As of 04:25 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WEX (NYSE:WEX)

Current
Institutional Ownership
Percentage
97.47%
Number of
Institutional Buyers
(last 12 months)
242
Total
Institutional Inflows
(last 12 months)
$973.52M
Number of
Institutional Sellers
(last 12 months)
199
Total
Institutional Outflows
(last 12 months)
$1.24B
Get WEX Insider Trade Alerts

Want to know when executives and insiders are buying or selling WEX stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Verdence Capital Advisors LLC30,841$4.84M0.4%+50.2%0.090%
5/2/2025Victory Capital Management Inc.7,226$1.14M0.0%-4.1%0.021%
5/2/2025Bridgewater Advisors Inc.1,546$243K0.0%N/A0.005%
5/1/2025 Aurora Investment Counsel7,435$1.17M0.6%+5.5%0.022%
5/1/2025 Rice Hall James & Associates LLC144,854$22.75M1.3%+0.6%0.423%
5/1/2025 Securian Asset Management Inc.2,657$417K0.0%-11.6%0.008%
5/1/2025 Isthmus Partners LLC1,987$312K0.0%+5.4%0.006%
5/1/2025 CWM LLC3,163$497K0.0%-39.8%0.009%
5/1/2025 Louisiana State Employees Retirement System9,800$1.54M0.0%-10.9%0.029%
5/1/2025 Stephens Inc. AR11,114$1.75M0.0%-7.5%0.032%
5/1/2025 New York State Common Retirement Fund123,975$19.47M0.0%-1.3%0.362%
5/1/2025 Mutual of America Capital Management LLC17,928$2.82M0.0%-14.7%0.052%
5/1/2025 Arizona State Retirement System11,412$1.79M0.0%-4.3%0.033%
5/1/2025 Xponance Inc.4,591$721K0.0%-5.6%0.013%
4/30/2025 State of Michigan Retirement System8,375$1.32M0.0%-10.7%0.024%
4/30/2025 Cerity Partners LLC10,002$1.57M0.0%+88.5%0.029%
4/30/2025 Cornerstone Investment Partners LLC4,705$739K0.0%+2.9%0.014%
4/30/2025 New Mexico Educational Retirement Board7,200$1.13M0.0%-19.1%0.021%
4/30/2025 Beverly Hills Private Wealth LLC14,395$2.26M0.4%+726.3%0.042%
4/30/2025 Crossmark Global Holdings Inc.1,674$263K0.0%-31.5%0.005%
4/29/2025 Envestnet Asset Management Inc.59,053$9.27M0.0%+1.0%0.172%
4/29/2025 Penserra Capital Management LLC59,796$9.39M0.2%-0.7%0.175%
4/29/2025 HM Payson & Co.36,552$5.74M0.1%-40.9%0.107%
4/29/2025 Bank of New York Mellon Corp295,947$46.47M0.0%-20.9%0.864%
4/29/2025 Eukles Asset Management3,226$507K0.2%+18.2%0.009%
4/29/2025 Lightrock Netherlands B.V.12,000$1.89M0.5%N/A0.035%
4/29/2025 Moody Aldrich Partners LLC1,394$219K0.0%-27.5%0.004%
4/29/2025 Palisade Capital Management LP8,205$1.29M0.0%+54.3%0.024%
4/28/2025 Principal Financial Group Inc.80,745$12.68M0.0%-11.6%0.236%
4/28/2025 Oregon Public Employees Retirement Fund7,066$1.11M0.0%-13.0%0.021%
4/28/2025 Teacher Retirement System of Texas5,870$922K0.0%-32.4%0.017%
4/28/2025 New South Capital Management Inc.35,511$5.58M0.3%-0.5%0.104%
4/25/2025 New York State Teachers Retirement System48,768$7.66M0.0%-1.8%0.142%
4/25/2025 Amalgamated Bank16,567$2.60M0.0%-12.5%0.048%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA793,857$124.65M1.2%-10.1%2.318%
4/23/2025 Bessemer Group Inc.2,932$462K0.0%-99.5%0.009%
4/23/2025 Lecap Asset Management Ltd.8,450$1.33M0.3%N/A0.025%
4/23/2025 Legacy Advisors LLC4,090$642K0.1%-21.6%0.012%
4/23/2025 GHP Investment Advisors Inc.9,585$1.51M0.1%-7.4%0.028%
4/23/2025 Oppenheimer Asset Management Inc.15,264$2.40M0.0%+10.7%0.045%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.

Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu
4/22/2025 Praxis Investment Management Inc.1,680$264K0.0%N/A0.005%
4/21/2025 Retirement Systems of Alabama69,621$10.93M0.0%-7.5%0.203%
4/21/2025 Blue Trust Inc.2,420$380K0.0%+69.8%0.007%
4/21/2025 Johnson Investment Counsel Inc.13,461$2.11M0.0%+145.1%0.039%
4/16/2025 Wealth Enhancement Advisory Services LLC7,981$1.25M0.0%-37.5%0.023%
4/16/2025 Union Bancaire Privee UBP SA3,608$591K0.0%-11.0%0.011%
4/15/2025 Net Worth Advisory Group2,053$322K0.1%+54.4%0.006%
4/15/2025 Fifth Third Bancorp7,468$1.17M0.0%-15.0%0.022%
4/15/2025 Handelsbanken Fonder AB10,344$1.62M0.0%-87.1%0.030%
4/15/2025 SG Americas Securities LLC1,776$279K0.0%N/A0.005%
4/15/2025 GAMMA Investing LLC440$69K0.0%+78.1%0.001%
4/14/2025 Yousif Capital Management LLC13,615$2.14M0.0%-2.8%0.040%
4/14/2025 Harbor Capital Advisors Inc.34,557$5.43M0.2%+86.7%0.101%
4/14/2025 Farther Finance Advisors LLC272$44K0.0%+161.5%0.001%
4/11/2025 Radnor Capital Management LLC5,575$875K0.1%+195.0%0.016%
4/11/2025 Eagle Rock Investment Company LLC10,205$1.60M0.3%+95.0%0.030%
4/11/2025 Procyon Advisors LLC3,199$502K0.0%-3.6%0.009%
4/10/2025 Lifestyle Asset Management Inc.5,257$825K0.5%+7.8%0.014%
4/10/2025 Hennion & Walsh Asset Management Inc.3,208$504K0.0%-2.6%0.008%
4/8/2025 Rhumbline Advisers114,941$18.05M0.0%-4.6%0.296%
4/8/2025 Boit C F David2,000$314K0.2%-14.5%0.005%
4/7/2025 GAMMA Investing LLC69,089$10.85M0.0%+27,871.3%0.178%
4/7/2025 Bath Savings Trust Co12,802$2.01M0.2%-38.9%0.033%
3/18/2025California State Teachers Retirement System38,339$6.72M0.0%-3.2%0.099%
3/17/2025 Wealth Enhancement Advisory Services LLC12,769$2.24M0.0%+298.0%0.033%
2/19/2025Public Employees Retirement System of Ohio13,926$2.44M0.0%-8.1%0.035%
2/18/2025Investment Management Corp VA ADV144$25K0.0%N/A0.000%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC193,971$34.01M0.0%+11.2%0.488%
2/17/2025Williams Jones Wealth Management LLC.103,238$18.10M0.2%-4.7%0.260%
2/17/2025Vident Advisory LLC8,497$1.49M0.0%+4.3%0.021%
2/17/2025Squarepoint Ops LLC4,073$714K0.0%-8.4%0.010%
2/17/2025Twinbeech Capital LP11,690$2.05M0.0%N/A0.029%
2/17/2025Two Sigma Investments LP1,227$215K0.0%-92.5%0.003%
2/17/2025Tidal Investments LLC5,129$899K0.0%+42.5%0.013%
2/17/2025State of Wyoming202$35K0.0%N/A0.001%
2/17/2025Snowden Capital Advisors LLC1,976$346K0.0%-9.0%0.005%
2/17/2025ProShare Advisors LLC1,862$326K0.0%-48.0%0.005%
2/17/2025Quantinno Capital Management LP12,905$2.26M0.0%-6.9%0.032%
2/17/2025Man Group plc51,104$8.96M0.0%N/A0.128%
2/17/2025Nomura Holdings Inc.5,279$926K0.0%N/A0.013%
2/17/2025Nuveen Asset Management LLC122,977$21.56M0.0%-2.5%0.309%
2/17/2025Numerai GP LLC9,288$1.63M0.4%N/A0.023%
2/17/2025Occudo Quantitative Strategies LP1,259$221K0.0%N/A0.003%
2/17/2025Millennium Management LLC54,823$9.61M0.0%-41.6%0.138%
2/17/2025Lazard Asset Management LLC7,422$1.30M0.0%+14.9%0.019%
2/17/2025Logan Capital Management Inc.9,146$1.60M0.1%-7.3%0.023%
2/17/2025Laird Norton Wetherby Wealth Management LLC1,168$205K0.0%+17.5%0.003%
2/17/2025Invenomic Capital Management LP95,123$16.68M0.8%N/A0.239%
2/17/2025Janus Henderson Group PLC4,052,379$710.47M0.4%-2.7%10.187%
2/17/2025Gotham Asset Management LLC104,898$18.39M0.2%+16.6%0.264%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.

Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu
2/17/2025Focus Partners Wealth4,843$849K0.0%-98.5%0.012%
2/17/2025Foyston Gordon & Payne Inc19,657$3.45M0.9%+0.7%0.049%
2/17/2025Ensign Peak Advisors Inc14,303$2.51M0.0%-8.8%0.036%
2/17/2025Ethic Inc.1,333$234K0.0%-41.4%0.003%
2/17/2025Deutsche Bank AG20,324$3.56M0.0%+48.9%0.051%
2/17/2025D. E. Shaw & Co. Inc.201,922$35.40M0.0%+1,684.2%0.508%
2/17/2025EP Wealth Advisors LLC1,356$238K0.0%+13.2%0.003%
2/17/2025Cresset Asset Management LLC1,167$205K0.0%-84.2%0.003%
2/17/2025Crestline Management LP9,105$1.60M0.1%N/A0.023%
2/17/2025Cetera Investment Advisers2,915$511K0.0%-21.7%0.007%
(Data available from 1/1/2016 forward)

WEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEX shares?

During the previous two years, 469 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Janus Henderson Group PLC ($710.47M), BlackRock Inc. ($698.98M), Vanguard Group Inc. ($662.35M), Impactive Capital LP ($387.26M), Par Capital Management Inc. ($359.92M), JPMorgan Chase & Co. ($358.81M), and Morgan Stanley ($350.19M).Learn more on WEX's institutional investors.

What percentage of WEX stock is owned by institutional investors?

97.47% of WEX stock is owned by institutional investors. Learn more on WEX's institutional investor holdings.

Which institutional investors have been buying WEX stock?

Of the 368 institutional investors that purchased WEX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.10M), Norges Bank ($920.66K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($339.24K), Kodai Capital Management LP ($255.72K), FMR LLC ($193.25K), D. E. Shaw & Co. Inc. ($190.61K), and Panagora Asset Management Inc. ($190.07K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 9,609,461 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

Which WEX major shareholders have been selling company stock?

Of the 270 institutional investors that sold WEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($2.29M), Bessemer Group Inc. ($856.17K), FMR LLC ($551.97K), Jennison Associates LLC ($358.93K), Focus Partners Wealth ($327.82K), Brown Advisory Inc. ($250.61K), and Primecap Management Co. CA ($194.74K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 9,503,663 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.


Related Companies

This page (NYSE:WEX) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
The Man I Turn to In Times Like This
A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when pu...
Stansberry Research | Sponsored
Elon Musk is all in on these robots …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
If you missed your chance with Tesla...
Elon Musk is moments from launching a revolutionary technology some Silicon Valley insiders are calling "The F...
Brownstone Research | Sponsored