Clearstead Trust’s WIX.com WIX Stock Holding History

Clearstead Trust’s Portfolio WIX Stock Details WIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13	Closed	-$2.31K	–	1549
2025 Q3	$2.31K	Hold	13	–	–	﹤0.01%	950
2025 Q2	$2.06K	Buy	+13	New	+$2.09K	﹤0.01%	943

Other funds holding WIX

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Clearstead Trust's WIX Position: Q4 2025 in Review

Clearstead Trust sold out of WIX.com (WIX) in Q4 2025, closing a stake of 13 shares — an estimated $2.31K sold.

Clearstead Trust first reported a position in WIX in Q2 2025 and held it in 2 quarters. The position peaked at $2.31K in Q3 2025. 370 funds tracked by Wall St. Rank hold WIX as of Q4 2025.

Clearstead Trust reported no remaining WIX.com position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 13 WIX.com shares in Q4 2025, an estimated $2.31K.
Clearstead Trust first reported a position in WIX.com in Q2 2025 and held it in 2 quarters.
Clearstead Trust's WIX.com position peaked at $2.31K in Q3 2025.
370 funds tracked by Wall St. Rank held WIX.com as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.