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Whipplewood Advisors’s WIX.com WIX Stock Holding History

Whipplewood 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
Q2 		– Sell
-20
Closed -$1.8K – 1036
2026
Q1 		$1.8K Buy
+20
New +$1.67K ﹤0.01% 785
2025
Q3 		– Sell
-20
Closed -$3.17K – 1162
2025
Q2 		$3.17K Sell
20
-12
-38% -$1.93K ﹤0.01% 791
2025
Q1 		$4.25K Buy
32
+6
+23% +$1.25K ﹤0.01% 732
2024
Q4 		$5.58K Buy
+26
New +$4.97K ﹤0.01% 677

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Whipplewood Advisors's WIX Position: Q2 2026 in Review

Whipplewood Advisors sold out of WIX.com (WIX) in Q2 2026, closing a stake of 20 shares — an estimated $1.8K sold.

Whipplewood Advisors first reported a position in WIX in Q4 2024 and held it in 4 quarters. The position peaked at $5.58K in Q4 2024. 237 funds tracked by Wall St. Rank hold WIX as of Q2 2026.

  • Whipplewood Advisors reported no remaining WIX.com position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 20 WIX.com shares in Q2 2026, an estimated $1.8K.
  • Whipplewood Advisors first reported a position in WIX.com in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's WIX.com position peaked at $5.58K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held WIX.com as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.