10 institutions reported holding $1.0M of WEX INC (WEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Clark Asset Management, LLC ($460,659), Assenagon Asset Management S.A. ($207,684), GAMMA Investing LLC ($113,577), Versant Capital Management, Inc ($92,414), Hilltop National Bank ($81,409). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Clark Asset Management, LLC | $460,659 | 3,265 | Hold |
| 2 | Assenagon Asset Management S.A. | $207,684 | 1,472 | New |
| 3 | GAMMA Investing LLC | $113,577 | 805 | Trimmed |
| 4 | Versant Capital Management, Inc | $92,414 | 655 | Added |
| 5 | Hilltop National Bank | $81,409 | 577 | Hold |
| 6 | Bangor Savings Bank | $53,614 | 380 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $14,250 | 101 | Trimmed |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $1,552 | 11 | Trimmed |
| 9 | Retirement Wealth Solutions LLC | $0 | 0 | Exited |
| 10 | Hennion & Walsh Asset Management, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30