ORG
WIX icon

Optimist Retirement Group’s WIX.com WIX Stock Holding History

Optimist Retirement 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
Q2 		– Sell
-1,348
Closed -$220K – 124
2025
Q1 		$220K Sell
1,348
-26
-2% -$5.4K 0.11% 109
2024
Q4 		$295K Sell
1,374
-142
-9% -$27.1K 0.14% 63
2024
Q3 		$253K Sell
1,516
-12
-0.8% -$1.93K 0.11% 86
2024
Q2 		$243K Buy
1,528
+35
+2% +$5.03K 0.13% 73
2024
Q1 		$205K Sell
1,493
-137
-8% -$18K 0.11% 102
2023
Q4 		$201K Buy
+1,630
New +$157K 0.13% 70

Other funds holding WIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Optimist Retirement Group's WIX Position: Q2 2025 in Review

Optimist Retirement Group sold out of WIX.com (WIX) in Q2 2025, closing a stake of 1,348 shares — an estimated $220K sold.

Optimist Retirement Group first reported a position in WIX in Q4 2023 and held it in 6 quarters. The position peaked at $295K in Q4 2024. 406 funds tracked by Wall St. Rank hold WIX as of Q2 2025.

  • Optimist Retirement Group reported no remaining WIX.com position as of Q2 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 1,348 WIX.com shares in Q2 2025, an estimated $220K.
  • Optimist Retirement Group first reported a position in WIX.com in Q4 2023 and held it in 6 quarters.
  • Optimist Retirement Group's WIX.com position peaked at $295K in Q4 2024.
  • 406 funds tracked by Wall St. Rank held WIX.com as of Q2 2025.

Based on Optimist Retirement Group's 13F filing for Q2 2025, filed 15 Aug 2025.