WT
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Whittier Trust’s WIX.com WIX Stock Holding History

Whittier Trust’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
Q3 		– Sell
-1,529
Closed -$242K – 1627
2025
Q2 		$242K Buy
1,529
+19
+1% +$3.06K ﹤0.01% 618
2025
Q1 		$247K Hold
1,510
– – ﹤0.01% 613
2024
Q4 		$324K Sell
1,510
-4
-0.3% -$764 ﹤0.01% 572
2024
Q3 		$253K Hold
1,514
– – ﹤0.01% 636
2024
Q2 		$241K Buy
1,514
+34
+2% +$4.88K ﹤0.01% 619
2024
Q1 		$203K Hold
1,480
– – ﹤0.01% 645
2023
Q4 		$182K Sell
1,480
-5
-0.3% -$482 ﹤0.01% 658
2023
Q3 		$136K Buy
1,485
+5
+0.3% +$447 ﹤0.01% 699
2023
Q2 		$116K Hold
1,480
– – ﹤0.01% 751
2023
Q1 		$148K Hold
1,480
– – ﹤0.01% 716
2022
Q4 		$114K Buy
1,480
+381
+35% +$30.8K ﹤0.01% 778
2022
Q3 		$86K Hold
1,099
– – ﹤0.01% 836
2022
Q2 		$72K Buy
1,099
+1,089
+10,890% +$79.7K ﹤0.01% 883
2022
Q1 		$1K Hold
10
– – ﹤0.01% 1681
2021
Q4 		$2K Hold
10
– – ﹤0.01% 1524
2021
Q3 		$2K Buy
+10
New +$2.48K ﹤0.01% 1436
2020
Q2 		– Sell
-4
Closed – – 1522
2020
Q1 		$0 Sell
4
-20
-83% -$2.61K ﹤0.01% 1597
2019
Q4 		$3K Buy
24
+4
+20% +$490 ﹤0.01% 1328
2019
Q3 		$2K Buy
20
+5
+33% +$695 ﹤0.01% 1402
2019
Q2 		$2K Hold
15
– – ﹤0.01% 1248
2019
Q1 		$2K Hold
15
– – ﹤0.01% 1233
2018
Q4 		$1K Hold
15
– – ﹤0.01% 1308
2018
Q3 		$2K Hold
15
– – ﹤0.01% 1202
2018
Q2 		$2K Hold
15
– – ﹤0.01% 1188
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1295
2017
Q4 		$1K Buy
+15
New +$928 ﹤0.01% 1261

Other funds holding WIX

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
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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Whittier Trust's WIX Position: Q3 2025 in Review

Whittier Trust sold out of WIX.com (WIX) in Q3 2025, closing a stake of 1,529 shares — an estimated $242K sold.

Whittier Trust first reported a position in WIX in Q4 2017 and held it in 26 quarters. The position peaked at $324K in Q4 2024. 427 funds tracked by Wall St. Rank hold WIX as of Q3 2025.

  • Whittier Trust reported no remaining WIX.com position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 1,529 WIX.com shares in Q3 2025, an estimated $242K.
  • Whittier Trust first reported a position in WIX.com in Q4 2017 and held it in 26 quarters.
  • Whittier Trust's WIX.com position peaked at $324K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held WIX.com as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.