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WEX INC
WEX INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 233 Institutional holders with a total value of $3,889,560,152.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Independent Portfolio Consultants, Inc. 0 0 0.00%
2 WEALTHFRONT CORP 1 0 0.00%
3 STANCORP INVESTMENT ADVISERS INC 14 1,000 0.00%
4 Exchange Capital Management, Inc. 12 1,000 0.00%
5 Tower Research Capital LLC (TRC) 15 1,000 0.00%
6 ENTERPRISE FINANCIAL SERVICES CORP 11 1,000 0.00%
7 Creative Planning 20 2,000 0.00%
8 WealthTrust-Arizona, LLC 25 2,000 0.00%
9 WESTPORT RESOURCES MANAGEMENT INC 31 3,000 0.00%
10 MassMutual Private Wealth & Trust, FSB 35 3,462 0.00%
11 Weaver C. Barksdale & Associates, Inc. 39 4,000 0.00%
12 MV CAPITAL MANAGEMENT, INC. 40 4,000 0.00%
13 First Horizon Advisors, Inc. 46 5,000 0.00%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 61 6,000 0.00%
15 Bartlett & Co. LLC 62 6,000 0.00%
16 BESSEMER GROUP INC 78 8,000 0.00%
17 BOSTON PRIVATE BANK & TRUST CO 85 8,000 0.00%
18 North Star Investment Management Corp. 80 8,000 0.00%
19 D.A. DAVIDSON & CO. 101 9,000 0.00%
20 B. Riley Wealth Advisors, Inc. 88 9,000 0.00%
21 Ledyard National Bank 126 12,000 0.00%
22 Stratos Wealth Partners, LTD. 122 12,068 0.00%
23 Plante Moran Financial Advisors, LLC 145 14,000 0.00%
24 MYCIO WEALTH PARTNERS, LLC 179 18,000 0.00%
25 OPTIMUM INVESTMENT ADVISORS 200 20,000 0.00%
26 Genesis Wealth Advisors, LLC 200 21,414 0.00%
27 ENVESTNET ASSET MANAGEMENT INC 242 24,000 0.00%
28 SATURNA CAPITAL CORP 322 32,000 0.00%
29 PRELUDE CAPITAL MANAGEMENT, LLC 509 50,000 0.00%
30 Li Winifred I 600 59,000 0.00%
31 SEVEN EIGHT CAPITAL, LP 700 69,000 0.00%
32 US BANCORP \DE\ 798 78,000 0.00%
33 VIRTUS CAPITAL ADVISERS, LLC 832 82,000 0.00%
34 WHITTIER TRUST CO 970 96,000 0.00%
35 Manchester Capital Management LLC 975 96,000 0.00%
36 BlackRock Finance, Inc. 1,084 107,000 0.00%
37 Evercore Wealth Management, LLC 1,131 113,000 0.00%
38 TEACHER RETIREMENT SYSTEM OF TEXAS 1,159 115,000 0.00%
39 OFI Advisors LLC 1,272 126,000 0.00%
40 PANAGORA ASSET MANAGEMENT INC 1,400 138,000 0.00%
41 RATIONAL ADVISORS, INC. 1,450 143,000 0.00%
42 HOWE & RUSLING INC 1,500 148,000 0.00%
43 GLENMEDE TRUST CO NA 1,575 155,000 0.00%
44 Johnson Financial Group, Inc. 1,575 156,000 0.00%
45 HUNTINGTON NATIONAL BANK 2,075 205,000 0.01%
46 CIBC BANK USA 2,205 218,000 0.01%
47 RUSSELL FRANK CO/ 2,400 239,000 0.01%
48 CIM INVESTMENT MANAGEMENT INC 2,484 246,000 0.01%
49 SG Americas Securities, LLC 2,682 265,000 0.01%
50 CAPSTONE ASSET MANAGEMENT CO 2,703 267,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.