ETF Holdings Breakdown of WEX

News associated with WEX

Praxis Investment Management Inc. Acquires New Position in WEX Inc. (NYSE:WEX)

Praxis Investment Management Inc. acquired a new stake in shares of WEX Inc. (NYSE:WEX – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,680 shares of the business services provider’s stock, valued at approximately $264,000. A number of other large […] - 2025-06-23 08:32:57

WEX Inc. (NYSE:WEX) Receives $176.90 Average PT from Brokerages

WEX Inc. (NYSE:WEX – Get Free Report) has received an average recommendation of “Hold” from the thirteen ratings firms that are covering the firm, Marketbeat Ratings reports. Ten research analysts have rated the stock with a hold recommendation and three have issued a buy recommendation on the company. The average 1 year target price among […] - 2025-06-17 07:46:48

Hennion & Walsh Asset Management Inc. Cuts Holdings in WEX Inc. (NYSE:WEX)

Hennion & Walsh Asset Management Inc. trimmed its stake in WEX Inc. (NYSE:WEX – Free Report) by 2.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,208 shares of the business services provider’s stock after selling 84 shares during […] - 2025-06-09 08:34:54

WEX Inc. (NYSE:WEX) Shares Sold by Squarepoint Ops LLC

Squarepoint Ops LLC reduced its position in WEX Inc. (NYSE:WEX – Free Report) by 8.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,073 shares of the business services provider’s stock after selling 373 shares during the quarter. Squarepoint Ops LLC’s holdings in WEX were worth $714,000 […] - 2025-06-03 08:04:54

Short Interest in WEX Inc. (NYSE:WEX) Declines By 19.5%

WEX Inc. (NYSE:WEX – Get Free Report) was the recipient of a significant decrease in short interest in the month of May. As of May 15th, there was short interest totalling 1,570,000 shares, a decrease of 19.5% from the April 30th total of 1,950,000 shares. Based on an average trading volume of 990,500 shares, the […] - 2025-06-02 07:50:55

202 Shares in WEX Inc. (NYSE:WEX) Purchased by State of Wyoming

State of Wyoming bought a new position in WEX Inc. (NYSE:WEX – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 202 shares of the business services provider’s stock, valued at approximately $35,000. Several other large investors also recently modified […] - 2025-05-30 08:40:50

ProShare Advisors LLC Has $326,000 Stake in WEX Inc. (NYSE:WEX)

ProShare Advisors LLC decreased its stake in shares of WEX Inc. (NYSE:WEX – Free Report) by 48.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,862 shares of the business services provider’s stock after selling 1,720 shares during the period. ProShare Advisors LLC’s holdings in WEX were worth $326,000 as of its most recent […] - 2025-05-30 07:44:54

Comparing WEX (NYSE:WEX) and RB Global (NYSE:RBA)

WEX (NYSE:WEX – Get Free Report) and RB Global (NYSE:RBA – Get Free Report) are both business services companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, analyst recommendations, earnings, dividends, risk, institutional ownership and valuation. Risk and Volatility WEX has a beta of […] - 2025-05-29 05:43:07

Cetera Investment Advisers Cuts Position in WEX Inc. (NYSE:WEX)

Cetera Investment Advisers lessened its holdings in WEX Inc. (NYSE:WEX – Free Report) by 21.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 2,915 shares of the business services provider’s stock after selling 807 shares during the quarter. Cetera Investment Advisers’ holdings in WEX were worth $511,000 as of its most recent SEC […] - 2025-05-28 07:34:55

Tidal Investments LLC Boosts Stake in WEX Inc. (NYSE:WEX)

Tidal Investments LLC lifted its stake in WEX Inc. (NYSE:WEX – Free Report) by 42.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,129 shares of the business services provider’s stock after buying an additional 1,529 shares during the period. Tidal […] - 2025-05-27 08:21:05

Comparing WEX (NYSE:WEX) and QuoteMedia (OTCMKTS:QMCI)

WEX (NYSE:WEX – Get Free Report) and QuoteMedia (OTCMKTS:QMCI – Get Free Report) are both business services companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, analyst recommendations, institutional ownership, dividends, valuation and profitability. Insider & Institutional Ownership 97.5% of WEX shares are […] - 2025-05-26 05:48:57

WEX Inc. (NYSE:WEX) Shares Bought by Hsbc Holdings PLC

Hsbc Holdings PLC grew its stake in WEX Inc. (NYSE:WEX – Free Report) by 140.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,113 shares of the business services provider’s stock after buying an additional 1,818 shares during the period. […] - 2025-05-07 08:05:13

WEX Inc. (NYSE:WEX) Shares Sold by Mariner LLC

Mariner LLC lowered its position in shares of WEX Inc. (NYSE:WEX – Free Report) by 14.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 3,123 shares of the business services provider’s stock after selling 534 shares during the quarter. Mariner LLC’s holdings in WEX were worth $548,000 as of its most recent SEC […] - 2025-05-02 08:02:49

Legal & General Group Plc Lowers Stock Holdings in WEX Inc. (NYSE:WEX)

Legal & General Group Plc lessened its stake in WEX Inc. (NYSE:WEX – Free Report) by 8.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 65,420 shares of the business services provider’s stock after selling 6,416 shares during the period. Legal & General […] - 2025-04-17 09:08:51

WEX Inc. (NYSE:WEX) Stake Cut by ExodusPoint Capital Management LP

ExodusPoint Capital Management LP decreased its holdings in shares of WEX Inc. (NYSE:WEX – Free Report) by 71.5% in the 4th quarter, Holdings Channel reports. The firm owned 1,805 shares of the business services provider’s stock after selling 4,520 shares during the quarter. ExodusPoint Capital Management LP’s holdings in WEX were worth $316,000 as of […] - 2025-04-14 07:46:55

Prudential Financial Inc. Sells 713 Shares of WEX Inc. (NYSE:WEX)

Prudential Financial Inc. lowered its stake in shares of WEX Inc. (NYSE:WEX – Free Report) by 19.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,899 shares of the business services provider’s stock after selling 713 shares during […] - 2025-04-10 08:01:02

Arrowstreet Capital Limited Partnership Acquires New Position in WEX Inc. (NYSE:WEX)

Arrowstreet Capital Limited Partnership bought a new position in WEX Inc. (NYSE:WEX – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm bought 19,654 shares of the business services provider’s stock, valued at approximately $3,446,000. Other institutional investors and hedge funds have also made changes […] - 2025-04-09 09:09:01

Head-To-Head Review: WEX (NYSE:WEX) versus Generation Hemp (OTCMKTS:GENH)

Generation Hemp (OTCMKTS:GENH – Get Free Report) and WEX (NYSE:WEX – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, analyst recommendations, risk, valuation and dividends. Insider and Institutional Ownership 97.5% of WEX shares are […] - 2025-04-07 05:36:51

Norges Bank Makes New Investment in WEX Inc. (NYSE:WEX)

Norges Bank purchased a new stake in shares of WEX Inc. (NYSE:WEX – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 459,361 shares of the business services provider’s stock, valued at approximately $80,535,000. Norges Bank owned 1.15% of WEX at the end of the most […] - 2025-04-03 09:09:10

WEX Inc. (NYSE:WEX) Receives Consensus Recommendation of “Hold” from Brokerages

Shares of WEX Inc. (NYSE:WEX – Get Free Report) have been given a consensus recommendation of “Hold” by the twelve analysts that are covering the firm, Marketbeat.com reports. Nine equities research analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average 1-year price objective […] - 2025-04-03 08:10:52

WEX Inc. (NYSE:WEX) Shares Sold by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans lessened its stake in WEX Inc. (NYSE:WEX – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,361 shares of the business services provider’s stock after selling 291 shares during the quarter. Thrivent Financial for […] - 2025-03-31 07:30:58

WEX Inc. (NYSE:WEX) Stock Holdings Raised by Jones Financial Companies Lllp

Jones Financial Companies Lllp raised its stake in WEX Inc. (NYSE:WEX – Free Report) by 108.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 248 shares of the business services provider’s stock after purchasing an additional 129 shares during the period. Jones Financial Companies Lllp’s holdings in […] - 2025-03-19 08:04:44

Atria Investments Inc Sells 1,788 Shares of WEX Inc. (NYSE:WEX)

Atria Investments Inc reduced its stake in shares of WEX Inc. (NYSE:WEX – Free Report) by 27.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,740 shares of the business services provider’s stock after selling 1,788 shares during the period. Atria Investments Inc’s holdings in WEX were worth $831,000 at the end of […] - 2025-03-14 08:00:59

New York Life Investment Management LLC Decreases Holdings in WEX Inc. (NYSE:WEX)

New York Life Investment Management LLC trimmed its stake in shares of WEX Inc. (NYSE:WEX – Free Report) by 18.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,127 shares of the business services provider’s stock after selling 912 […] - 2025-03-05 10:02:07

Bank of New York Mellon Corp Boosts Stake in WEX Inc. (NYSE:WEX)

Bank of New York Mellon Corp lifted its holdings in shares of WEX Inc. (NYSE:WEX – Free Report) by 8.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 374,359 shares of the business services provider’s stock after acquiring an additional 30,395 shares […] - 2025-03-04 09:20:49

Sanctuary Advisors LLC Raises Holdings in WEX Inc. (NYSE:WEX)

Sanctuary Advisors LLC grew its position in shares of WEX Inc. (NYSE:WEX – Free Report) by 56.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,427 shares of the business services provider’s stock after buying an additional 2,667 shares during the period. Sanctuary […] - 2025-02-26 09:29:08

Rhumbline Advisers Reduces Stock Holdings in WEX Inc. (NYSE:WEX)

Rhumbline Advisers lowered its position in WEX Inc. (NYSE:WEX – Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 120,502 shares of the business services provider’s stock after selling 1,905 shares during the quarter. Rhumbline Advisers’ holdings in WEX […] - 2025-02-21 08:50:52

WEX Inc. (NYSE:WEX) Shares Purchased by Blue Trust Inc.

Blue Trust Inc. grew its holdings in shares of WEX Inc. (NYSE:WEX – Free Report) by 240.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,425 shares of the business services provider’s stock after acquiring an additional 1,007 shares during the period. […] - 2025-02-20 08:48:53

New York State Teachers Retirement System Cuts Stake in WEX Inc. (NYSE:WEX)

New York State Teachers Retirement System decreased its position in WEX Inc. (NYSE:WEX – Free Report) by 1.4% during the 4th quarter, Holdings Channel reports. The fund owned 49,637 shares of the business services provider’s stock after selling 700 shares during the quarter. New York State Teachers Retirement System’s holdings in WEX were worth $8,702,000 […] - 2025-02-19 09:16:04

Choreo LLC Increases Position in WEX Inc. (NYSE:WEX)

Choreo LLC grew its holdings in shares of WEX Inc. (NYSE:WEX – Free Report) by 33.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,373 shares of the business services provider’s stock after purchasing an additional 598 shares during the period. Choreo LLC’s holdings in WEX were […] - 2025-02-13 09:38:48

WEX institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-23	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	20,265	USD 2,868,713
2025-06-23	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	30,508	USD 4,318,712
2025-06-23	IE00BYZK4883 (iShares Digitalisation UCITS Acc)	16,910	USD 2,393,780
2025-06-23	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	82	USD 11,608
2025-06-23	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	1,628	USD 230,460 0.6%
2025-06-23	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	124	USD 17,553
Total =		69,517	USD 9,840,826

Book value of shares is calculated on the adjusted close price of each day (row).

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