WEX WEX Inc.

NYSE
$174.41

WEX Inc. (WEX) Institutional Ownership

What the institutions did with WEX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
3
filed both this quarter and last
Managers holding
3
+1 on the quarter
Buyers
1
1 opened new
Sellers
2
0 sold out entirely
Buyer share
33.3%
of managers who traded it
Breadth
-33.3
net buyers, as a share of those trading

Only 3 managers reported a position this quarter, so the percentages above describe a very small sample.

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Largest holders

Manager Shares % of reported
Versant Capital Management, Inc 620 86.0%
MassMutual Private Wealth & Trust, FSB 97 13.5%
GoalVest Advisory LLC 4 0.6%

Largest changes

Manager Action Previous Current Change
Versant Capital Management, Inc Reduced 655 620 -35
GoalVest Advisory LLC New 0 4 +4
MassMutual Private Wealth & Trust, FSB Reduced 101 97 -4

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.