ETF Holdings Breakdown of WEX

Stock NameWex Inc
TickerWEX(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS96208T1043
LEIT9M5IGROL1TL1G5OV478

News associated with WEX

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
Mizuho Has Lowered Expectations for WEX (NYSE:WEX) Stock Price
WEX (NYSE:WEX – Free Report) had its price objective trimmed by Mizuho from $215.00 to $170.00 in a report released on Monday,Benzinga reports. The firm currently has an outperform rating on the business services provider’s stock. Several other equities research analysts have also issued reports on WEX. Keefe, Bruyette & Woods lowered their price target […] - 2025-02-11 08:28:53
Barclays Issues Pessimistic Forecast for WEX (NYSE:WEX) Stock Price
WEX (NYSE:WEX – Free Report) had its price target decreased by Barclays from $200.00 to $155.00 in a research report report published on Monday,Benzinga reports. Barclays currently has an equal weight rating on the business services provider’s stock. A number of other equities research analysts have also commented on WEX. Bank of America lowered WEX […] - 2025-02-11 06:58:52
WEX Inc. (NYSE:WEX) Shares Sold by Yousif Capital Management LLC
Yousif Capital Management LLC decreased its holdings in shares of WEX Inc. (NYSE:WEX – Free Report) by 7.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 14,013 shares of the business services provider’s stock after selling 1,080 shares during the period. Yousif Capital Management LLC’s […] - 2025-02-10 18:52:58
KBC Group NV Buys 638 Shares of WEX Inc. (NYSE:WEX)
KBC Group NV grew its position in shares of WEX Inc. (NYSE:WEX – Free Report) by 53.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,825 shares of the business services provider’s stock after acquiring an additional 638 shares during the quarter. KBC […] - 2025-02-04 09:13:00

WEX institutional holdings

The following institutional investment holdings of WEX have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 25,536USD 3,235,922
2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 39,607USD 5,018,999 4.3%
2025-05-08 IE00BYZK4883 (iShares Digitalisation UCITS Acc) 20,036USD 2,538,962
2025-05-08 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 82USD 10,391 4.3%
2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 1,077USD 136,477
2025-05-08 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 126USD 15,967
Total =86,464 USD 10,956,718
Book value of shares is calculated on the adjusted close price of each day (row).

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