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Root Financial Partners’s WIX.com WIX Stock Holding History

Root Financial Partners’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
-4
Closed -$416 – 3552
2025
Q4 		$416 Sell
4
-29
-88% -$3.51K ﹤0.01% 2230
2025
Q3 		$5.86K Buy
+33
New +$4.97K ﹤0.01% 1658

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Root Financial Partners's WIX Position: Q1 2026 in Review

Root Financial Partners sold out of WIX.com (WIX) in Q1 2026, closing a stake of 4 shares — an estimated $416 sold.

Root Financial Partners first reported a position in WIX in Q3 2025 and held it in 2 quarters. The position peaked at $5.86K in Q3 2025. 320 funds tracked by Wall St. Rank hold WIX as of Q1 2026.

  • Root Financial Partners reported no remaining WIX.com position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 WIX.com shares in Q1 2026, an estimated $416.
  • Root Financial Partners first reported a position in WIX.com in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's WIX.com position peaked at $5.86K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held WIX.com as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.