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Optimize Financial’s WIX.com WIX Stock Holding History

Optimize Financial’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
Q1 		– Sell
-9,160
Closed -$952K – 474
2025
Q4 		$952K Buy
9,160
+128
+1% +$15.5K 0.48% 51
2025
Q3 		$1.6M Buy
+9,032
New +$1.36M 0.84% 10
2025
Q1 		– Sell
-10,605
Closed -$2.28M – 292
2024
Q4 		$2.28M Buy
+10,605
New +$2.03M 1.71% 5

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Optimize Financial's WIX Position: Q1 2026 in Review

Optimize Financial sold out of WIX.com (WIX) in Q1 2026, closing a stake of 9,160 shares — an estimated $952K sold.

Optimize Financial first reported a position in WIX in Q4 2024 and held it in 3 quarters. The position peaked at $2.28M in Q4 2024. 321 funds tracked by Wall St. Rank hold WIX as of Q1 2026.

  • Optimize Financial reported no remaining WIX.com position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 9,160 WIX.com shares in Q1 2026, an estimated $952K.
  • Optimize Financial first reported a position in WIX.com in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's WIX.com position peaked at $2.28M in Q4 2024.
  • 321 funds tracked by Wall St. Rank held WIX.com as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.