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Independent Financial Group’s WIX.com WIX Stock Holding History

Independent Financial Group’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 		– Sell
-2,822
Closed -$254K – 1632
2026
Q1 		$254K Sell
2,822
-100
-3% -$8.36K 0.01% 1244
2025
Q4 		$304K Buy
2,922
+135
+5% +$16.3K 0.01% 1144
2025
Q3 		$495K Hold
2,787
– – 0.01% 862
2025
Q2 		$442K Hold
2,787
– – 0.01% 834
2025
Q1 		$455K Buy
2,787
+57
+2% +$11.8K 0.02% 740
2024
Q4 		$586K Hold
2,730
– – 0.02% 643
2024
Q3 		$456K Hold
2,730
– – 0.02% 688
2024
Q2 		$434K Hold
2,730
– – 0.02% 660
2024
Q1 		$375K Hold
2,730
– – 0.02% 686
2023
Q4 		$336K Sell
2,730
-30
-1% -$2.89K 0.02% 676
2023
Q3 		$253K Sell
2,760
-34
-1% -$3.04K 0.02% 738
2023
Q2 		$219K Sell
2,794
-20
-0.7% -$1.65K 0.02% 785
2023
Q1 		$281K Buy
2,814
+12
+0.4% +$1.05K 0.02% 633
2022
Q4 		$215K Buy
2,802
+50
+2% +$4.04K 0.02% 692
2022
Q3 		$215K Buy
+2,752
New +$190K 0.02% 645
2021
Q4 		– Sell
-1,621
Closed -$318K – 839
2021
Q3 		$318K Buy
1,621
+245
+18% +$60.7K 0.03% 511
2021
Q2 		$399K Buy
1,376
+600
+77% +$168K 0.04% 439
2021
Q1 		$217K Sell
776
-104
-12% -$29.7K 0.03% 568
2020
Q4 		$220K Buy
880
+60
+7% +$15.8K 0.03% 502
2020
Q3 		$209K Sell
820
-360
-31% -$99.3K 0.04% 445
2020
Q2 		$302K Buy
+1,180
New +$209K 0.07% 314

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Independent Financial Group's WIX Position: Q2 2026 in Review

Independent Financial Group sold out of WIX.com (WIX) in Q2 2026, closing a stake of 2,822 shares — an estimated $254K sold.

Independent Financial Group first reported a position in WIX in Q2 2020 and held it in 21 quarters. The position peaked at $586K in Q4 2024. 237 funds tracked by Wall St. Rank hold WIX as of Q2 2026.

  • Independent Financial Group reported no remaining WIX.com position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,822 WIX.com shares in Q2 2026, an estimated $254K.
  • Independent Financial Group first reported a position in WIX.com in Q2 2020 and held it in 21 quarters.
  • Independent Financial Group's WIX.com position peaked at $586K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held WIX.com as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.