WEX Ownership | Who Owns WEX?

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WEX Ownership Summary

WEX is owned by 104.47% institutional investors, 0.77% insiders. Loring wolcott & coolidge fiduciary advisors llp/ma is the largest institutional shareholder, holding 2.19% of WEX shares. Janus Inst Mid Cap Growth CF is the top mutual fund, with 6.28% of its assets in WEX shares.

WEX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	WEX	104.47%	0.77%	-5.23%
Sector	Technology Stocks	54.50%	11.36%	34.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Loring wolcott & coolidge fiduciary advisors llp/ma	883.50K	2.19%	$162.65M
Wcm investment management	111.13K	0.28%	$18.97M
Cambiar investors	57.21K	0.14%	$10.03M
Swedbank ab	35.30K	0.09%	$6.19M
Bath savings trust	20.96K	0.05%	$3.67M
Harbor capital advisors	18.51K	0.05%	$3.25M
Oak ridge investments	15.65K	0.04%	$2.74M
Stephens inc /ar/	12.02K	0.03%	$2.11M
Deroy & devereaux private investment counsel	11.18K	0.03%	$1.96M
Louisiana state employees retirement system	11.00K	0.03%	$1.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Loring wolcott & coolidge fiduciary advisors llp/ma	883.50K	1.40%	$162.65M
Lifestyle asset management	4.88K	0.47%	$855.04K
Cambiar investors	57.21K	0.40%	$10.03M
Bath savings trust	20.96K	0.37%	$3.67M
J2 capital management	1.69K	0.28%	$295.94M
Oak ridge investments	15.65K	0.22%	$2.74M
Eukles asset management	2.73K	0.20%	$478.45K
Boit c f david	2.34K	0.17%	$410.25K
Eagle rock investment company	5.23K	0.15%	$917.63K
Benin management	3.04K	0.15%	$533.15K

Top Buyers

Holder	Shares	% Assets	Change
Assenagon asset management	6.66K	0.00%	6.66K
Savant capital	6.65K	0.01%	6.65K
Eagle rock investment company	5.23K	0.15%	5.23K
Fifth third wealth advisors	5.28K	0.05%	3.83K
Entropy technologies, lp	3.50K	0.06%	3.50K

Top Sellers

Holder	Shares	% Assets	Change
Jennison associates	-	-	-178.05K
Allspring global investments	348.00	0.00%	-40.52K
International assets investment management	-	-	-38.80K
Loring wolcott & coolidge fiduciary advisors llp/ma	883.50K	1.40%	-26.49K
Burney co/	1.26K	0.01%	-15.26K

New Positions

Holder	Shares	% Assets	Change	Value
Assenagon asset management	6.66K	0.00%	6.66K	$1.17M
Savant capital	6.65K	0.01%	6.65K	$1.17M
Eagle rock investment company	5.23K	0.15%	5.23K	$917.63K
Entropy technologies, lp	3.50K	0.06%	3.50K	$613.62K
Empirical asset management	2.27K	0.08%	2.27K	$239.70K

Sold Out

Holder	Change
Rosenberg matthew hamilton	-5.00
Redmont wealth advisors	-20.00
Richardson financial services	-37.00
Nbc securities	-105.00
B.o.s.s. retirement advisors	-1.06K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	439	-2.01%	42,100,515	2.45%	104	1.08%	195	-9.30%	151	-2.58%
Jun 30, 2024	448	4.19%	41,093,741	-0.57%	98	1.01%	215	21.47%	155	-9.36%
Mar 31, 2024	430	1.42%	41,330,229	-1.43%	98	1.03%	177	-4.32%	171	5.56%
Dec 31, 2023	424	1.19%	41,928,460	-0.04%	97	1.02%	185	12.80%	162	-8.47%
Sep 30, 2023	419	1.95%	41,946,561	-0.63%	97	1.01%	164	-4.65%	177	9.94%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Janus Inst Mid Cap Growth CF	2.50M	6.28%	-
Janus Henderson Enterprise D	2.50M	6.28%	-
Eaton Vance Atlanta Capital SMID-Cap I	1.53M	3.84%	-25.08K
iShares Core S&P Mid-Cap ETF	1.30M	3.26%	4.24K
Vanguard Total Stock Mkt Idx Inv	1.25M	3.14%	-36.74K
Vanguard Small Cap Index	1.01M	2.55%	-23.40K
Vanguard Institutional Extnd Mkt Idx Tr	603.96K	1.52%	-10.60K
Vanguard Small Cap Growth Index Inv	574.58K	1.44%	4.15K
Janus Henderson US SMID Cap Growth	536.51K	1.35%	-
Janus Henderson Triton D	459.86K	1.16%	-76.65K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 29, 2024	Deshaies Robert Joseph	COO, Benefits	Sell	$33.15K
Sep 13, 2024	Narula Jagtar	Chief Financial Officer	Sell	$101.60K
Aug 21, 2024	Deshaies Robert Joseph	COO, Benefits	Sell	$299.94K
Aug 02, 2024	Drew Ann Elena	Chief Risk and Compliance	Sell	$204.17K
Jul 31, 2024	Tinto Melanie J	Chief People Officer	Sell	$289.40K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	6
2024 Q2	-	4
2024 Q1	-	10
2023 Q4	1	3

WEX Ownership FAQ

Who owns the most shares of WEX?

WEX’s largest shareholders are Loring wolcott & coolidge fiduciary advisors llp/ma (883.5K shares, 2.19%), Wcm investment management (111.13K shares, 0.28%), and Cambiar investors (57.21K shares, 0.14%). Together, they hold 2.61% of WEX’s total shares outstanding.

Does Blackrock own WEX?

BlackRock is not among the top 10 institutional shareholders of WEX.

Who is WEX’s biggest shareholder by percentage of total assets invested?

Loring wolcott & coolidge fiduciary advisors llp/ma is WEX’s biggest shareholder by percentage of total assets invested, with 1.40% of its assets in 883.5K WEX shares, valued at 162.65M$.

Who is the top mutual fund holder of WEX shares?

Janus Inst Mid Cap Growth CF is the top mutual fund holder of WEX shares, with 6.28% of its total shares outstanding invested in 2.5M WEX shares.

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