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Keener Financial Planning’s WIX.com WIX Stock Holding History

Keener Financial Planning’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
-36
Closed -$6K – 221
2025
Q3 		$6K Hold
36
– – ﹤0.01% 179
2025
Q2 		$5K Hold
36
– – ﹤0.01% 189
2025
Q1 		$5K Buy
+36
New +$7.48K ﹤0.01% 152

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Keener Financial Planning's WIX Position: Q4 2025 in Review

Keener Financial Planning sold out of WIX.com (WIX) in Q4 2025, closing a stake of 36 shares — an estimated $6K sold.

Keener Financial Planning first reported a position in WIX in Q1 2025 and held it in 3 quarters. The position peaked at $6K in Q3 2025. 370 funds tracked by Wall St. Rank hold WIX as of Q4 2025.

  • Keener Financial Planning reported no remaining WIX.com position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 36 WIX.com shares in Q4 2025, an estimated $6K.
  • Keener Financial Planning first reported a position in WIX.com in Q1 2025 and held it in 3 quarters.
  • Keener Financial Planning's WIX.com position peaked at $6K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held WIX.com as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.