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Mount Yale Investment Advisors’s WIX.com WIX Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-3,005
Closed -$476K – 1608
2025
Q2 		$476K Sell
3,005
-128
-4% -$20.6K 0.04% 352
2025
Q1 		$512K Sell
3,133
-539
-15% -$112K 0.04% 321
2024
Q4 		$788K Sell
3,672
-227
-6% -$43.4K 0.06% 251
2024
Q3 		$652K Sell
3,899
-602
-13% -$96.8K 0.06% 285
2024
Q2 		$716K Buy
+4,501
New +$647K 0.06% 270

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mount Yale Investment Advisors's WIX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of WIX.com (WIX) in Q3 2025, closing a stake of 3,005 shares — an estimated $476K sold.

Mount Yale Investment Advisors first reported a position in WIX in Q2 2024 and held it in 5 quarters. The position peaked at $788K in Q4 2024. 426 funds tracked by Wall St. Rank hold WIX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining WIX.com position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,005 WIX.com shares in Q3 2025, an estimated $476K.
  • Mount Yale Investment Advisors first reported a position in WIX.com in Q2 2024 and held it in 5 quarters.
  • Mount Yale Investment Advisors's WIX.com position peaked at $788K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held WIX.com as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.