Wex Inc (WEX) Ownership

126.72 ↑5.50 (4.54%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

HHG PLC is the biggest individual institutional holder of Wex Inc (WEX), owning a total of 4.1 million shares. Combined, the top 33 institutional holders of WEX own 108.11% of the company with a total of 38.4 million shares.

In the latest ownership report on December 31st 2024, the top 33 institutional holders decreased their combined ownership of WEX by 2.5 million shares. 8 institutions bought 204,767 total additional shares and increased their ownership by an average of 3.50%. However 11 institutions sold 2,664,474 total shares and decreased their ownership by an average of 11.47%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Wex decreased by a net total of -2,459,707 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
HHG PLC11.938%-2.673%4,052,379-111,2992024-12-31
Vanguard Group Inc11.129%-1.802%3,777,965-69,3432024-12-31
BlackRock Inc10.673%-0.535%3,622,888-19,4892024-12-31
Morgan Stanley - Brokerage Accounts6.473%-3.117%2,197,304-70,6962024-12-31
Impactive Capital LP6.235%-2.517%2,116,618-54,6472024-12-31
JPMorgan Chase & Co6.029%2.894%2,046,61457,5602024-12-31
Par Capital Management Inc5.450%0.000%1,850,00002024-12-31
State Street Corp3.668%0.331%1,245,0594,1062024-12-31
FMR Inc3.462%-24.454%1,175,117-380,3902024-12-31
LORING WOLCOTT & COOLIDGE FID ADV LLP2.603%-2.912%883,495-26,4942024-12-31
Earnest Partners LLC2.571%1.016%872,7348,7802024-12-31
Wellington Management Company LLP2.442%-68.203%828,990-1,778,1702024-12-31
Lyrical Asset Management LP2.426%0.389%823,4343,1902024-12-31
River Road Asset Management, LLC2.138%0.746%725,8425,3772024-12-31
Geode Capital Management, LLC1.998%-2.159%678,331-14,9662024-12-31
Bank of America Corp1.975%14.240%670,40683,5642024-12-31
Bessemer Group Inc1.911%-17.485%648,548-137,4232024-12-31
Dimensional Fund Advisors, Inc.1.775%3.137%602,69318,3312024-12-31
SEI Investments Co1.418%5.214%481,49023,8592024-12-31
NORGES BANK1.353%-0.338%459,361-1,5572024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
HHG PLC11.938%-2.673%4,052,379-111,2992024-12-31
Vanguard Group Inc11.129%-1.802%3,777,965-69,3432024-12-31
BlackRock Inc10.673%-0.535%3,622,888-19,4892024-12-31
Morgan Stanley - Brokerage Accounts6.473%-3.117%2,197,304-70,6962024-12-31
Impactive Capital LP6.235%-2.517%2,116,618-54,6472024-12-31
JPMorgan Chase & Co6.029%2.894%2,046,61457,5602024-12-31
Par Capital Management Inc5.450%0.000%1,850,00002024-12-31
Atlanta Capital Management Company,LLC3.840%-0.091%1,644,877-1,5012022-09-30
State Street Corporation3.088%3.996%1,268,75948,7562024-03-31
State Street Corp3.668%0.331%1,245,0594,1062024-12-31
FMR Inc3.462%-24.454%1,175,117-380,3902024-12-31
LORING WOLCOTT & COOLIDGE FID ADV LLP2.603%-2.912%883,495-26,4942024-12-31
Earnest Partners LLC2.571%1.016%872,7348,7802024-12-31
Wellington Management Company LLP2.442%-68.203%828,990-1,778,1702024-12-31
Lyrical Asset Management LP2.426%0.389%823,4343,1902024-12-31
Millennium Management LLC1.699%85.883%732,837338,5912022-09-30
River Road Asset Management, LLC2.138%0.746%725,8425,3772024-12-31
Rockefeller Capital Management L.P.1.635%-0.422%712,794-3,0182022-06-30
Geode Capital Management, LLC1.998%-2.159%678,331-14,9662024-12-31
Bank of America Corp1.975%14.240%670,40683,5642024-12-31
Bessemer Group Inc1.911%-17.485%648,548-137,4232024-12-31
Dimensional Fund Advisors, Inc.1.775%3.137%602,69318,3312024-12-31
Anomaly Capital Management, LP1.333%1.519%581,0888,6962022-09-30
Warburg Pincus LLC1.347%0.000%577,25402022-12-31
Brown Advisory Holdings Inc1.289%-5.802%512,630-31,5762024-09-30
SEI Investments Co1.418%5.214%481,49023,8592024-12-31
Neuberger Berman Group LLC1.171%-24.553%465,844-151,6002024-06-30
NORGES BANK1.353%-0.338%459,361-1,5572024-12-31
Goldman Sachs Group Inc1.061%72.403%444,676186,7482023-12-31
Jennison Associates LLC1.033%-20.882%441,597-116,5502023-12-31
PRIMECAP Management Company1.074%-2.994%441,040-13,6102024-03-31
Federated Hermes Inc0.951%4.983%390,54418,5382024-03-31
Bank of New York Mellon Corp0.920%0.114%385,2674402023-12-31

Mutual Fund Ownership

Janus Henderson Enterprise D is the biggest individual fund holder of Wex Inc (WEX), owning a total of 2.5 million shares. Combined, the top 36 mutual fund holders of WEX own 61.36% of the company with a total of 21.9 million shares.

In the latest ownership report on March 31st 2025, the top 36 fund holders increased their combined ownership of WEX by 661 thousand shares. 1 funds bought 3,384 total additional shares and increased their ownership by an average of 0.30%. However 9 funds sold 664,452 total shares and decreased their ownership by an average of 11.85%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Wex decreased by a net total of -661,068 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.359%0.298%1,140,3543,3842025-03-31
Vanguard Total Stock Mkt Idx Inv3.159%-14.340%1,072,407-179,5242025-03-31
Vanguard Small Cap Index2.496%-16.579%847,313-168,3942025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.583%-10.994%537,461-66,3852025-03-31
Vanguard Small Cap Growth Index Inv1.396%-16.972%473,760-96,8402025-03-31
EARNEST Partners Smid Cap Core Founders1.125%-0.554%381,899-2,1292025-03-31
Lyrical U.S. Value Equity - CS0.946%-0.693%321,180-2,2422025-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.821%-13.268%278,759-42,6422025-03-31
JPM Small Cap Equity-MA0.785%-16.633%266,381-53,1482025-03-31
JPM US Small Cap Core-Composite0.785%-16.633%266,381-53,1482025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Janus Henderson Enterprise D7.362%0.000%2,499,07702025-02-28
Janus Inst Mid Cap Growth CF7.362%0.000%2,499,07702024-12-31
Eaton Vance Atlanta Capital SMID-Cap I5.085%0.000%1,726,22002025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.157%1.796%1,349,03923,7992023-03-31
Vanguard US Total Market Shares ETF3.813%-1.823%1,294,323-24,0332024-09-30
iShares Core S&P Mid-Cap ETF3.359%0.298%1,140,3543,3842025-03-31
Vanguard Total Stock Mkt Idx Inv3.159%-14.340%1,072,407-179,5242025-03-31
Vanguard Small Cap Index2.496%-16.579%847,313-168,3942025-03-31
Vanguard Extended Market Index Investor1.392%0.487%598,0922,9002023-08-31
Hartford MidCap Y1.483%-2.839%589,972-17,2362024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.583%-10.994%537,461-66,3852025-03-31
Vanguard Small Cap Growth Index Inv1.396%-16.972%473,760-96,8402025-03-31
Janus Henderson US SMID Cap Growth MA1.331%2,151,720.000%451,882451,8612024-12-31
Janus Henderson US SMID Cap Growth1.331%-15.774%451,882-84,6272024-12-31
Janus Henderson Triton D1.324%0.000%449,43202025-02-28
EARNEST Partners Smid Cap Core Founders1.125%-0.554%381,899-2,1292025-03-31
Strategic Advisers U.S. Total Stock1.110%12.412%376,83541,6092025-02-28
Lyrical U.S. Value Equity - CS0.946%-0.693%321,180-2,2422025-03-31
Strategic Advisers® Fidelity US TtlStk0.693%-1.818%301,962-5,5922022-10-31
Premier Miton US Opportunities B Acc0.884%0.000%300,00002024-12-31
Fidelity Mid-Cap Stock0.744%0.000%296,01702024-09-30
Fidelity Value0.862%-11.970%292,700-39,8002025-02-28
Vanguard Capital Opportunity Inv0.724%-1.862%288,133-5,4672024-06-30
SPDR® S&P MIDCAP 400 ETF Trust0.821%-13.268%278,759-42,6422025-03-31
JPMorgan Small Cap Equity A0.792%-15.845%268,900-50,6292025-02-28
Federated Hermes SDG Enggmt Eq X USD Acc0.614%-14.194%267,758-44,2922022-07-31
JPM Small Cap Equity-MA0.785%-16.633%266,381-53,1482025-03-31
JPM US Small Cap Core-Composite0.785%-16.633%266,381-53,1482025-03-31
Vanguard Explorer Inv0.621%14.505%259,09432,8202023-12-31
iShares S&P Mid-Cap 400 Growth ETF0.641%0.000%255,15702024-11-30
Fidelity® Value0.592%15.809%254,20034,7002023-07-31
Baron Small Cap Retail0.599%0.000%250,00002023-12-31
Baron Opp. Small Cap Growth Strategy0.599%0.000%250,00002023-12-31
Jennison SMid Cap Core Equity0.581%0.000%248,32602023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.611%-8.488%243,174-22,5562024-12-31
Lyrical U.S. Value Equity – EQ0.594%-5.903%236,402-14,8302024-12-31

Discussions

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foreverbullish4/30/25 02:03am

$WEX Shorts talk the talk but cant walk the walk

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dogefan775/28/24 01:11am

$WEX why is there no volume? Is that suspicious?

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aussie7135/11/24 06:51am

$WEX we finna be at the top yo

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