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Summit Trail Advisors’s WIX.com WIX Stock Holding History

Summit Trail 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
2026
Q1 		$1.22M Buy
13,565
+5,304
+64% +$443K 0.02% 841
2025
Q4 		$858K Buy
8,261
+2,164
+35% +$262K 0.01% 896
2025
Q3 		$1.08M Buy
6,097
+4,088
+203% +$615K 0.02% 788
2025
Q2 		$318K Buy
+2,009
New +$324K 0.01% 900
2018
Q4 		– Sell
-4,139
Closed -$495K – 231
2018
Q3 		$495K Buy
4,139
+1,717
+71% +$184K 0.11% 100
2018
Q2 		$243K Sell
2,422
-7,591
-76% -$677K 0.09% 122
2018
Q1 		$647K Buy
10,013
+9,240
+1,195% +$648K 0.11% 180
2017
Q4 		$47K Buy
+773
New +$47.8K 0.01% 834

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
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

Summit Trail Advisors's WIX Position: Q1 2026 in Review

Summit Trail Advisors increased its WIX.com (WIX) stake by 64% in Q1 2026, buying an estimated $443K and bringing the position to 13,565 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #841.

Summit Trail Advisors first reported a position in WIX in Q4 2017 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold WIX as of Q1 2026.

  • Summit Trail Advisors held 13,565 shares of WIX.com worth $1.22M as of Q1 2026.
  • Summit Trail Advisors bought 5,304 WIX.com shares in Q1 2026, an estimated $443K.
  • WIX.com made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #841 holding.
  • Summit Trail Advisors first reported a position in WIX.com in Q4 2017 and has held it in 8 quarters since.
  • 320 funds tracked by Wall St. Rank held WIX.com as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.