ETF Holdings Breakdown of WEX

WEX institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	26,709	USD 4,019,972
2025-10-17	IE00BYZK4883 (iShares Digitalisation UCITS Acc)	16,028	USD 2,412,374
2025-10-17	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	99	USD 14,900
2025-10-17	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	140	USD 21,071
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	22,201	USD 3,341,473 0.4%
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	1,362	USD 204,995 0.4%
Total =		66,539	USD 10,014,785

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

News associated with WEX

WEX (NYSE:WEX) Stock Rating Lowered by Zacks Research

Zacks Research cut shares of WEX (NYSE:WEX – Free Report) from a strong-buy rating to a hold rating in a research note issued to investors on Monday,Zacks.com reports. WEX has been the topic of a number of other research reports. Jefferies Financial Group increased their price objective on WEX from $130.00 to $135.00 and gave […] - 2025-09-18 02:18:43

WEX Inc. (NYSE:WEX) Given Consensus Rating of “Hold” by Analysts

WEX Inc. (NYSE:WEX – Get Free Report) has been given a consensus rating of “Hold” by the fourteen analysts that are presently covering the firm, Marketbeat.com reports. Eleven equities research analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 1-year price objective among […] - 2025-08-26 04:44:49

WEX Inc. (NYSE:WEX) Shares Sold by US Bancorp DE

US Bancorp DE cut its holdings in WEX Inc. (NYSE:WEX – Free Report) by 8.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 2,636 shares of the business services provider’s stock after selling 231 shares during the period. US Bancorp DE’s holdings in WEX were worth […] - 2025-08-13 04:36:52

Mizuho Forecasts Strong Price Appreciation for WEX (NYSE:WEX) Stock

WEX (NYSE:WEX – Free Report) had its target price lifted by Mizuho from $150.00 to $185.00 in a research note released on Friday morning,Benzinga reports. The firm currently has an outperform rating on the business services provider’s stock. Several other research analysts also recently commented on WEX. Oppenheimer started coverage on shares of WEX in […] - 2025-08-04 04:34:50

Brokerages Set WEX Inc. (NYSE:WEX) Target Price at $180.25

WEX Inc. (NYSE:WEX – Get Free Report) has earned a consensus rating of “Hold” from the fifteen ratings firms that are presently covering the stock, Marketbeat.com reports. Twelve investment analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average 12-month target price among brokers […] - 2025-08-04 02:58:58

WEX Inc. (NYSE:WEX) Shares Sold by KLP Kapitalforvaltning AS

KLP Kapitalforvaltning AS trimmed its position in shares of WEX Inc. (NYSE:WEX – Free Report) by 24.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 6,400 shares of the business services provider’s stock after selling 2,100 shares during the period. KLP Kapitalforvaltning AS’s holdings in WEX were worth $1,005,000 as of its most […] - 2025-07-29 05:28:53

WEX (NYSE:WEX) Price Target Raised to $170.00 at Barclays

WEX (NYSE:WEX – Free Report) had its target price hoisted by Barclays from $135.00 to $170.00 in a research note issued to investors on Monday morning,Benzinga reports. Barclays currently has an equal weight rating on the business services provider’s stock. A number of other brokerages have also commented on WEX. Oppenheimer initiated coverage on shares […] - 2025-07-29 04:22:51

WEX (NYSE:WEX) Price Target Raised to $185.00

WEX (NYSE:WEX – Free Report) had its price target increased by UBS Group from $138.00 to $185.00 in a report published on Friday,Benzinga reports. The firm currently has a neutral rating on the business services provider’s stock. Several other brokerages have also commented on WEX. Deutsche Bank Aktiengesellschaft assumed coverage on WEX in a research […] - 2025-07-28 04:08:51

WEX (NYSE:WEX) Price Target Raised to $170.00

WEX (NYSE:WEX – Free Report) had its price objective increased by Morgan Stanley from $142.00 to $170.00 in a research report report published on Friday,Benzinga reports. The brokerage currently has an equal weight rating on the business services provider’s stock. Other research analysts have also issued reports about the stock. Jefferies Financial Group raised their […] - 2025-07-28 02:24:48

Envestnet Asset Management Inc. Boosts Holdings in WEX Inc. (NYSE:WEX)

Envestnet Asset Management Inc. increased its holdings in WEX Inc. (NYSE:WEX – Free Report) by 1.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 59,053 shares of the business services provider’s stock after acquiring an additional 578 shares during the quarter. Envestnet Asset Management Inc.’s holdings in WEX were worth $9,272,000 as of […] - 2025-07-22 09:38:53

Envestnet Asset Management Inc. Has $9.27 Million Stake in WEX Inc. (NYSE:WEX)

Envestnet Asset Management Inc. boosted its position in shares of WEX Inc. (NYSE:WEX – Free Report) by 1.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 59,053 shares of the business services provider’s stock after purchasing an additional 578 shares during the period. Envestnet Asset Management Inc.’s holdings in WEX were worth $9,272,000 […] - 2025-07-22 09:38:50

Cerity Partners LLC Increases Holdings in WEX Inc. (NYSE:WEX)

Cerity Partners LLC raised its position in WEX Inc. (NYSE:WEX – Free Report) by 88.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,002 shares of the business services provider’s stock after buying an additional 4,695 shares during the period. […] - 2025-07-22 07:26:52

State of Michigan Retirement System Trims Stock Holdings in WEX Inc. (NYSE:WEX)

State of Michigan Retirement System decreased its holdings in WEX Inc. (NYSE:WEX – Free Report) by 10.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,375 shares of the business services provider’s stock after selling 1,000 shares during the period. State […] - 2025-07-16 05:42:55

Crossmark Global Holdings Inc. Sells 770 Shares of WEX Inc. (NYSE:WEX)

Crossmark Global Holdings Inc. decreased its stake in WEX Inc. (NYSE:WEX – Free Report) by 31.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,674 shares of the business services provider’s stock after selling 770 shares during the period. Crossmark Global Holdings Inc.’s […] - 2025-07-14 05:46:54

WEX Inc. (NYSE:WEX) Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp decreased its holdings in shares of WEX Inc. (NYSE:WEX – Free Report) by 20.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 295,947 shares of the business services provider’s stock after selling 78,412 shares during […] - 2025-07-14 04:58:53

WEX Inc. (NYSE:WEX) Receives $176.90 Average Target Price from Analysts

Shares of WEX Inc. (NYSE:WEX – Get Free Report) have been given a consensus recommendation of “Hold” by the thirteen analysts that are presently covering the company, MarketBeat reports. Ten equities research analysts have rated the stock with a hold recommendation and three have assigned a buy recommendation to the company. The average twelve-month price […] - 2025-07-10 03:07:07

GAMMA Investing LLC Buys 193 Shares of WEX Inc. (NYSE:WEX)

GAMMA Investing LLC boosted its holdings in WEX Inc. (NYSE:WEX – Free Report) by 78.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 440 shares of the business services provider’s stock after purchasing an additional 193 shares during the quarter. GAMMA Investing LLC’s […] - 2025-07-09 04:24:54

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 05:32:57

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 04:46:48

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 05:34:54

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 05:04:54

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 04:50:55

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 05:40:50

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 04:44:54

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 02:43:07

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 04:34:55

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 05:21:05

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 02:48:57

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 05:05:13

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 05:02:49

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