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This page summarizes the WIX holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether WIX is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing WIX Share Count |
|---|
| Venturi Wealth Management LLC |
34 |
109 |
+75 |
+220.59% |
| Assenagon Asset Management S.A. |
43,176 |
115,831 |
+72,655 |
+168.28% |
| BNP Paribas Arbitrage SA |
20,876 |
43,998 |
+23,122 |
+110.76% |
| GAMMA Investing LLC |
23 |
46 |
+23 |
+100.00% |
| Robeco Institutional Asset Management B.V. |
69,102 |
138,067 |
+68,965 |
+99.80% |
| Counterpoint Mutual Funds LLC |
2,284 |
3,880 |
+1,596 |
+69.88% |
| Huntington National Bank |
101 |
165 |
+64 |
+63.37% |
| Legato Capital Management LLC |
5,587 |
7,976 |
+2,389 |
+42.76% |
| CWM LLC |
379 |
524 |
+145 |
+38.26% |
| Diversified Trust Co |
16,818 |
21,894 |
+5,076 |
+30.18% |
| Natixis Advisors L.P. |
10,980 |
14,181 |
+3,201 |
+29.15% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
4,266 |
5,495 |
+1,229 |
+28.81% |
| Raymond James & Associates |
21,380 |
26,165 |
+4,785 |
+22.38% |
| Wealth Enhancement Advisory Services LLC |
1,877 |
2,169 |
+292 |
+15.56% |
| Nordea Investment Management AB |
3,792 |
4,256 |
+464 |
+12.24% |
| DekaBank Deutsche Girozentrale |
2,678 |
2,893 |
+215 |
+8.03% |
| Migdal Insurance & Financial Holdings Ltd. |
267,034 |
285,034 |
+18,000 |
+6.74% |
| Signaturefd LLC |
2,941 |
3,123 |
+182 |
+6.19% |
| Van ECK Associates Corp |
15,531 |
16,259 |
+728 |
+4.69% |
| Massmutual Trust Co. FSB ADV |
121 |
126 |
+5 |
+4.13% |
| Zurcher Kantonalbank Zurich Cantonalbank |
34,068 |
35,241 |
+1,173 |
+3.44% |
| Proequities Inc. |
64 |
65 |
+1 |
+1.56% |
| Victory Capital Management Inc. |
14,102 |
14,296 |
+194 |
+1.38% |
| Allworth Financial LP |
81 |
82 |
+1 |
+1.23% |
| California Public Employees Retirement System |
94,377 |
95,078 |
+701 |
+0.74% |
| Sumitomo Mitsui Trust Holdings Inc. |
111,704 |
112,500 |
+796 |
+0.71% |
| Lindbrook Capital LLC |
515 |
517 |
+2 |
+0.39% |
| RSM US Wealth Management LLC |
4,485 |
4,502 |
+17 |
+0.38% |
| 13F Filers Reporting New Positions In WIX |
|---|
| Rational Advisors LLC |
0 |
7,100 |
+7,100 |
+100% |
| IMC Chicago LLC |
0 |
12,478 |
+12,478 |
+100% |
| Exchange Traded Concepts LLC |
0 |
34 |
+34 |
+100% |
| YHB Investment Advisors Inc. |
0 |
100 |
+100 |
+100% |
| Simplex Trading LLC |
0 |
15,834 |
+15,834 |
+100% |
| Mather Group LLC. |
0 |
35 |
+35 |
+100% |
| First Horizon Advisors Inc. |
0 |
8 |
+8 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
18 |
+18 |
+100% |
| First PREMIER Bank |
0 |
3 |
+3 |
+100% |
| Pinnacle Bank |
0 |
24 |
+24 |
+100% |
| Larson Financial Group LLC |
0 |
37 |
+37 |
+100% |
| Chicago Capital LLC |
0 |
1,500 |
+1,500 |
+100% |
| Hexagon Capital Partners LLC |
0 |
3 |
+3 |
+100% |
| Lakehouse Capital Pty Ltd |
0 |
1,586 |
+1,586 |
+100% |
| Veriti Management LLC |
0 |
1,554 |
+1,554 |
+100% |
| Hennion & Walsh Asset Management Inc. |
0 |
2,509 |
+2,509 |
+100% |
| Accurate Wealth Management LLC |
0 |
3,434 |
+3,434 |
+100% |
| Fidelis Capital Partners LLC |
0 |
272 |
+272 |
+100% |
| Smartleaf Asset Management LLC |
0 |
19 |
+19 |
+100% |
| Private Wealth Management Group LLC |
0 |
22 |
+22 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
11 |
+11 |
+100% |
| Mediolanum International Funds Ltd |
0 |
5,430 |
+5,430 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Fifth Third Bancorp |
6 |
6 |
UNCH |
0.00% |
| CENTRAL TRUST Co |
50 |
50 |
UNCH |
0.00% |
| UMB Bank N A MO |
41 |
41 |
UNCH |
0.00% |
| Adirondack Trust Co. |
128 |
128 |
UNCH |
0.00% |
| Whittier Trust Co. |
1,480 |
1,480 |
UNCH |
0.00% |
| Private Trust Co. NA |
244 |
244 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
1,000 |
1,000 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
100 |
100 |
UNCH |
0.00% |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV |
250,000 |
250,000 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
3 |
3 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
71 |
71 |
UNCH |
0.00% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
59,455 |
59,455 |
UNCH |
0.00% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
20,359 |
20,359 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
37 |
37 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
123 |
123 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
35 |
35 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
6 |
6 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
200 |
200 |
UNCH |
0.00% |
| Tsfg LLC |
71 |
71 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
210 |
210 |
UNCH |
0.00% |
| Rise Advisors LLC |
15 |
15 |
UNCH |
0.00% |
| Yousif Capital Management LLC |
2,883 |
2,883 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
42 |
42 |
UNCH |
0.00% |
| Planning Capital Management Corp |
21 |
21 |
UNCH |
0.00% |
| Fairman Group LLC |
10 |
10 |
UNCH |
0.00% |
| 13F Filers Decreasing WIX Share Count |
|---|
| Los Angeles Capital Management & Equity Research Inc. |
65,075 |
1,910 |
-63,165 |
-97.06% |
| Ronald Blue Trust Inc. |
142 |
32 |
-110 |
-77.46% |
| Macroview Investment Management LLC |
94 |
30 |
-64 |
-68.09% |
| Horrell Capital Management Inc. |
73,000 |
27,000 |
-46,000 |
-63.01% |
| Rakuten Securities Inc. |
44 |
20 |
-24 |
-54.55% |
| Avory & Company LLC |
94,518 |
64,312 |
-30,206 |
-31.96% |
| Arkadios Wealth Advisors |
12,493 |
8,619 |
-3,874 |
-31.01% |
| Parkside Financial Bank & Trust |
34 |
24 |
-10 |
-29.41% |
| ARK Investment Management LLC |
21,983 |
17,202 |
-4,781 |
-21.75% |
| Sunbelt Securities Inc. |
207 |
166 |
-41 |
-19.81% |
| Meitav Dash Investments Ltd. |
349,199 |
294,827 |
-54,372 |
-15.57% |
| Allspring Global Investments Holdings LLC |
282,116 |
240,045 |
-42,071 |
-14.91% |
| Commonwealth Equity Services LLC |
3,657 |
3,133 |
-524 |
-14.33% |
| Harel Insurance Investments & Financial Services Ltd. |
1,649 |
1,455 |
-194 |
-11.76% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
13,300 |
11,757 |
-1,543 |
-11.60% |
| Insight Folios Inc |
1,701 |
1,516 |
-185 |
-10.88% |
| Bank of New York Mellon Corp |
193,670 |
174,298 |
-19,372 |
-10.00% |
| Nisa Investment Advisors LLC |
11,700 |
10,600 |
-1,100 |
-9.40% |
| Coronation Fund Managers Ltd. |
16,653 |
15,094 |
-1,559 |
-9.36% |
| Daiwa Securities Group Inc. |
9,675 |
8,947 |
-728 |
-7.52% |
| Rice Hall James & Associates LLC |
108,975 |
104,638 |
-4,337 |
-3.98% |
| RV Capital GmbH |
448,287 |
431,280 |
-17,007 |
-3.79% |
| Mirae Asset Global Investments Co. Ltd. |
301,470 |
290,818 |
-10,652 |
-3.53% |
| NorthCrest Asset Manangement LLC |
4,185 |
4,055 |
-130 |
-3.11% |
| Baillie Gifford & Co. |
7,788,745 |
7,548,367 |
-240,378 |
-3.09% |
| State of New Jersey Common Pension Fund D |
30,678 |
29,878 |
-800 |
-2.61% |
| Principal Financial Group Inc. |
969,503 |
945,625 |
-23,878 |
-2.46% |
| Asset Management One Co. Ltd. |
21,373 |
20,855 |
-518 |
-2.42% |
| Taylor Frigon Capital Management LLC |
33,184 |
32,586 |
-598 |
-1.80% |
| Cambridge Investment Research Advisors Inc. |
8,064 |
7,928 |
-136 |
-1.69% |
| Commerce Bank |
2,717 |
2,715 |
-2 |
-0.07% |
| 13F Filers Exiting WIX |
|---|
| Spire Wealth Management |
20 |
0 |
-20 |
-100.00% |
| International Assets Investment Management LLC |
12,302 |
0 |
-12,302 |
-100.00% |
| Semanteon Capital Management LP |
10,283 |
0 |
-10,283 |
-100.00% |
| Baader Bank INC |
1,892 |
0 |
-1,892 |
-100.00% |
| Gradient Investments LLC |
7 |
0 |
-7 |
-100.00% |
| Cutler Group LP |
17 |
0 |
-17 |
-100.00% |
| Asset Dedication LLC |
106 |
0 |
-106 |
-100.00% |
| GSA Capital Partners LLP |
3,426 |
0 |
-3,426 |
-100.00% |
| Bourgeon Capital Management LLC |
3 |
0 |
-3 |
-100.00% |
| Caldwell Sutter Capital Inc. |
11 |
0 |
-11 |
-100.00% |
See Summary: Institutional Holders of WIX
See Details: Top 10 Hedge Funds Holding WIX
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