EverSource Wealth Advisors’s WIX.com WIX Stock Holding History

EverSource Wealth Advisors’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
2026 Q1	$14.1K	Buy	156 +32	+26%	+$2.68K	﹤0.01%	2734
2025 Q4	$12.9K	Sell	124 -114	-48%	-$13.8K	﹤0.01%	2671
2025 Q3	$42.3K	Buy	238 +26	+12%	+$3.91K	﹤0.01%	1824
2025 Q2	$33.6K	Buy	212 +65	+44%	+$10.5K	﹤0.01%	1896
2025 Q1	$24K	Sell	147 -62	-30%	-$12.9K	﹤0.01%	1596
2024 Q4	$44.8K	Sell	209 -6	-3%	-$1.15K	﹤0.01%	1239
2024 Q3	$35.9K	Buy	215 +5	+2%	+$804	﹤0.01%	1206
2024 Q2	$32.7K	Buy	210 +8	+4%	+$1.15K	﹤0.01%	1287
2024 Q1	$24K	Buy	202 +9	+5%	+$1.18K	﹤0.01%	1274
2023 Q4	$23.7K	Buy	193 +31	+19%	+$2.99K	﹤0.01%	1161
2023 Q3	$14.9K	Buy	162 +12	+8%	+$1.07K	﹤0.01%	1246
2023 Q2	$11.7K	Hold	150	–	–	﹤0.01%	1378
2023 Q1	$15K	Hold	150	–	–	﹤0.01%	1197
2022 Q4	$11.5K	Sell	150 -57	-28%	-$4.6K	﹤0.01%	1276
2022 Q3	$17K	Buy	207 +181	+696%	+$12.5K	﹤0.01%	971
2022 Q2	$2K	Sell	26 -28	-52%	-$2.05K	﹤0.01%	1590
2022 Q1	$6K	Sell	54 -43	-44%	-$4.69K	﹤0.01%	1205
2021 Q4	$16K	Buy	+97	New	+$16.8K	﹤0.01%	786

Other funds holding WIX

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return