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

Merit 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
2025
Q4 		– Sell
-1,352
Closed -$240K – 2032
2025
Q3 		$240K Buy
+1,352
New +$203K ﹤0.01% 1563
2024
Q1 		– Sell
-4,261
Closed -$524K – 929
2023
Q4 		$524K Buy
+4,261
New +$411K 0.02% 484

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

Merit Financial Group's WIX Position: Q4 2025 in Review

Merit Financial Group sold out of WIX.com (WIX) in Q4 2025, closing a stake of 1,352 shares — an estimated $240K sold.

Merit Financial Group first reported a position in WIX in Q4 2023 and held it in 2 quarters. The position peaked at $524K in Q4 2023. 370 funds tracked by Wall St. Rank hold WIX as of Q4 2025.

  • Merit Financial Group reported no remaining WIX.com position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 1,352 WIX.com shares in Q4 2025, an estimated $240K.
  • Merit Financial Group first reported a position in WIX.com in Q4 2023 and held it in 2 quarters.
  • Merit Financial Group's WIX.com position peaked at $524K in Q4 2023.
  • 370 funds tracked by Wall St. Rank held WIX.com as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.