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Hennion & Walsh Asset Management’s WIX.com WIX Stock Holding History

Hennion & Walsh Asset Management’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
Q2 		$233K Sell
5,146
-84
-2% -$5.19K 0.01% 892
2026
Q1 		$471K Sell
5,230
-1,436
-22% -$120K 0.02% 727
2025
Q4 		$693K Buy
6,666
+142
+2% +$17.2K 0.02% 619
2025
Q3 		$1.16M Sell
6,524
-204
-3% -$30.7K 0.04% 478
2025
Q2 		$1.07M Buy
6,728
+389
+6% +$62.7K 0.04% 480
2025
Q1 		$1.04M Buy
6,339
+904
+17% +$188K 0.05% 467
2024
Q4 		$1.17M Buy
5,435
+504
+10% +$96.3K 0.05% 434
2024
Q3 		$824K Buy
4,931
+2,075
+73% +$334K 0.04% 495
2024
Q2 		$454K Buy
2,856
+347
+14% +$49.9K 0.02% 614
2024
Q1 		$345K Buy
+2,509
New +$330K 0.02% 654
2023
Q1 		– Sell
-3,594
Closed -$276K – 802
2022
Q4 		$276K Sell
3,594
-616
-15% -$49.8K 0.02% 653
2022
Q3 		$329K Sell
4,210
-1,266
-23% -$87.3K 0.02% 580
2022
Q2 		$359K Sell
5,476
-127
-2% -$9.3K 0.02% 576
2022
Q1 		$585K Sell
5,603
-3,430
-38% -$374K 0.03% 481
2021
Q4 		$1.43M Buy
9,033
+417
+5% +$72.3K 0.07% 288
2021
Q3 		$1.69M Buy
8,616
+1,122
+15% +$278K 0.09% 259
2021
Q2 		$2.17M Buy
7,494
+712
+10% +$200K 0.12% 238
2021
Q1 		$1.89M Buy
+6,782
New +$1.94M 0.11% 243

Other funds holding WIX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return