Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free WEX Stock Alerts

WEX (WEX) Institutional Ownership

WEX logo
$193.29 -1.89 (-0.97%)
Closing price 09/18/2026 03:59 PM Eastern
Extended Trading
$193.52 +0.23 (+0.12%)
As of 09/18/2026 07:30 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 Massive. 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)
251
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$666.41M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tidal Investments LLC6,868$969K0.0%+62.5%0.020%
9/9/2026 MCF Advisors LLC784$111K0.0%-35.6%0.002%
9/9/2026 WINTON GROUP Ltd35,308$4.98M0.2%N/A0.104%
9/9/2026 Engineers Gate Manager LP9,768$1.38M0.0%N/A0.029%
9/9/2026 Integrated Wealth Concepts LLC673$95K0.0%-88.9%0.002%
9/9/2026 Squarepoint Ops LLC18,537$2.62M0.0%-27.9%0.054%
9/8/2026 Arizona State Retirement System9,087$1.28M0.0%+1.5%0.027%
9/8/2026 Nykredit A S1,344$190K0.0%N/A0.004%
8/27/2026 Corient Private Wealth LP29,984$4.23M0.0%+110.4%0.088%
8/26/2026 Amundi14,784$2.09M0.0%-8.6%0.043%
8/26/2026 HighTower Advisors LLC4,275$603K0.0%-20.2%0.013%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al28,019$3.95M0.0%N/A0.082%
8/22/2026 AlphaGrep UK Ltd3,100$437K0.1%N/A0.009%
8/22/2026 Syon Capital LLC2,497$352K0.0%-52.0%0.007%
8/21/2026 Nykredit A S1,344$190K0.0%N/A0.004%
8/21/2026 Coppell Advisory Solutions LLC5,986$845K0.2%N/A0.018%
8/21/2026 Lone Peak Global Investors LLC127,062$17.93M2.5%+37.7%0.373%
8/20/2026 Two Sigma Securities LLC1,562$220K0.0%N/A0.005%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC119,877$16.91M0.0%-4.6%0.352%
8/19/2026 Hsbc Holdings PLC36,689$5.04M0.0%+2,250.4%0.108%
8/19/2026 Wellington Management Group LLP306,816$43.29M0.0%-0.2%0.900%
8/18/2026 Empowered Funds LLC36,137$5.10M0.0%N/A0.106%
8/18/2026 Formula Growth Ltd.8,200$1.16M0.4%N/A0.024%
8/18/2026 Public Employees Retirement System of Ohio42,395$5.98M0.0%N/A0.124%
8/17/2026 Corient Private Wealth LP26,895$3.80M0.0%N/A0.079%
8/17/2026 Bank of America Corp DE815,695$115.09M0.0%N/A2.393%
8/15/2026 Jupiter Topco LLC3,967,061$559.71M0.2%N/A11.640%
8/14/2026 Hsbc Holdings PLC36,689$5.04M0.0%N/A0.108%
8/14/2026 Primecap Management Co. CA54,660$7.71M0.0%N/A0.160%
8/14/2026 Palisade Capital Management LP12,616$1.78M0.1%N/A0.037%
8/14/2026 Canada Pension Plan Investment Board10,600$1.50M0.0%N/A0.031%
8/14/2026 Lakewood Capital Management LP200,968$28.36M1.5%N/A0.590%
8/14/2026 Legal & General Group Plc43,171$6.09M0.0%N/A0.127%
8/14/2026 The Manufacturers Life Insurance Company24,664$3.48M0.0%N/A0.072%
8/14/2026 Sone Capital Management LLC26,285$3.71M0.3%N/A0.077%
8/14/2026 Algert Global LLC8,190$1.16M0.0%N/A0.024%
8/13/2026 Sanctuary Advisors LLC4,981$703K0.0%N/A0.015%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.38,186$5.39M0.0%N/A0.112%
8/13/2026 Bank of Nova Scotia4,200$593K0.0%N/A0.012%
8/12/2026 Foyston Gordon & Payne Inc31,162$4.40M0.9%N/A0.091%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
8/12/2026 Commerce Bank3,964$559K0.0%N/A0.012%
8/12/2026 Northwestern Mutual Wealth Management Co.293$41K0.0%N/A0.001%
8/12/2026 Evolve Private Wealth LLC1,906$269K0.0%N/A0.006%
8/12/2026 Martin & Co. Inc. TN17,690$2.50M0.4%N/A0.052%
8/12/2026 William Blair Investment Management LLC2,943$415K0.0%N/A0.009%
8/12/2026 EP Wealth Advisors LLC2,810$396K0.0%N/A0.008%
8/12/2026 Callan Family Office LLC6,016$849K0.0%N/A0.018%
8/11/2026 Aurora Investment Counsel4,006$565K0.3%N/A0.012%
8/7/2026 BlackRock Inc.3,167,005$446.83M0.0%N/A9.292%
8/7/2026 Deutsche Bank AG10,662$1.50M0.0%N/A0.031%
8/7/2026 Rice Hall James & Associates LLC178,606$25.20M1.2%N/A0.524%
8/6/2026 Global Retirement Partners LLC184$26K0.0%N/A0.001%
8/6/2026 Wilkinson Global Asset Management LLC2,450$346K0.0%N/A0.007%
8/6/2026 Bank of New York Mellon Corp217,396$30.67M0.0%N/A0.638%
8/6/2026 State of Wyoming927$131K0.0%N/A0.003%
8/5/2026 Bridgewater Advisors Inc.1,312$236K0.0%N/A0.004%
8/3/2026 Oppenheimer Asset Management Inc.15,379$2.17M0.0%N/A0.045%
8/3/2026 Dockside LLC4,276$603K0.1%N/A0.013%
7/10/2026 Handelsbanken Fonder AB11,544$1.63M0.0%-5.7%0.033%
7/8/2026 Assenagon Asset Management S.A.1,472$208K0.0%N/A0.004%
7/7/2026 GAMMA Investing LLC805$114K0.0%-32.9%0.002%
7/2/2026 Versant Capital Management Inc655$92K0.0%+55.2%0.002%
6/18/2026 Pacer Advisors Inc.3,955$605K0.0%-3.7%0.011%
6/3/2026 NewEdge Advisors LLC1,583$242K0.0%+679.8%0.005%
5/21/2026 Essential Partners LLC1,451$222K0.1%+20.5%0.004%
5/20/2026 Arete Wealth Advisors LLC22,875$3.50M0.2%N/A0.066%
5/19/2026 Turtle Creek Asset Management Inc.669,335$102.44M3.8%+58.5%1.931%
5/19/2026 Bank of America Corp DE823,681$126.06M0.0%+13.6%2.376%
5/19/2026 Intrinsic Edge Capital Management LLC20,000$3.06M0.5%N/A0.058%
5/19/2026Janus Henderson Group PLC3,916,073$599.31M0.3%+1.1%11.295%
5/19/2026 Bull Harbor Capital LLC2,977$456K0.1%N/A0.009%
5/19/2026 Arete Wealth Advisors LLC22,875$3.50M0.2%N/A0.066%
5/18/2026 Amundi16,172$2.48M0.0%+10.4%0.047%
5/18/2026 EverSource Wealth Advisors LLC1,502$230K0.0%+38.2%0.004%
5/18/2026 California State Teachers Retirement System38,221$5.85M0.0%+23.6%0.110%
5/18/2026 Royal Bank of Canada15,107$2.31M0.0%-56.6%0.044%
5/18/2026 Rhino Investment Partners Inc61,205$9.37M2.6%+45.7%0.177%
5/18/2026 Empowered Funds LLC2,598$398K0.0%+76.6%0.007%
5/16/2026 The Manufacturers Life Insurance Company26,216$4.01M0.0%-3.5%0.076%
5/16/2026 Hawk Ridge Capital Management LP163,471$25.02M0.9%-64.0%0.472%
5/16/2026 Quantinno Capital Management LP212,873$32.58M0.1%+111.8%0.614%
5/16/2026 Lazard Asset Management LLC19,057$2.92M0.0%+45.5%0.055%
5/15/2026 Rice Hall James & Associates LLC180,314$27.60M1.5%+3.5%0.520%
5/15/2026 Waverly Advisors LLC1,948$298K0.0%N/A0.006%
5/15/2026 Entropy Technologies LP6,654$1.02M0.0%+11.0%0.019%
5/15/2026 Sunriver Management LLC203,694$31.17M5.3%-38.1%0.588%
5/14/2026 Renaissance Technologies LLC1,900$291K0.0%N/A0.005%
5/14/2026 Gabelli Funds LLC2,027$310K0.0%-25.0%0.006%
5/14/2026 Public Employees Retirement System of Ohio19,579$3.00M0.0%+17.1%0.056%
5/14/2026 Compound Planning Inc.1,504$230K0.0%N/A0.004%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/14/2026 Inceptionr LLC1,374$210K0.1%N/A0.004%
5/14/2026 Bank of Nova Scotia4,200$643K0.0%N/A0.012%
5/14/2026 Sei Investments Co.597,600$91.46M0.1%+8.7%1.724%
5/14/2026 Lido Advisors LLC1,319$202K0.0%N/A0.004%
5/14/2026 State of Wyoming2,364$362K0.0%-56.4%0.007%
5/13/2026 Cetera Investment Advisers4,379$670K0.0%-30.7%0.013%
5/13/2026 First Trust Advisors LP52,395$8.02M0.0%+31.5%0.151%
5/8/2026 PNC Financial Services Group Inc.11,270$1.73M0.0%-2.3%0.033%
5/8/2026 Long Road Investment Counsel LLC28,034$4.29M1.7%+2.2%0.081%
5/7/2026 Dimensional Fund Advisors LP686,135$105.01M0.0%-0.2%1.979%


WEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 476 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Janus Henderson Group PLC ($599.31M), Jupiter Topco LLC ($559.71M), Vanguard Group Inc. ($480.07M), BlackRock Inc. ($446.83M), Par Capital Management Inc. ($335.50M), Morgan Stanley ($314.51M), and Boston Partners ($215.96M).Learn more on WEX's institutional investors.

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

Of the 384 institutional investors that purchased WEX's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jupiter Topco LLC ($3.97M), BlackRock Inc. ($3.17M), Boston Partners ($2.72M), Norges Bank ($1.09M), JPMorgan Chase & Co. ($1.07M), Bank of America Corp DE ($1.06M), and AQR Capital Management LLC ($1.00M).

Institutional investors have bought a total of 14,990,025 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

Of the 150 institutional investors that sold WEX's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.45M), Morgan Stanley ($620.57K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($360.22K), Hawk Ridge Capital Management LP ($290.80K), Barclays PLC ($266.97K), Sunriver Management LLC ($158.36K), and Ameriprise Financial Inc. ($86.86K).

Institutional investors have sold a total of 4,318,277 shares in the last 24 months. This volume of shares sold represents approximately $666.41M in transactions.


Related Companies

Institutional ownership data for NYSE:WEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel