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WIX Holdings Changes image
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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing WIX Share Count
Venturi Wealth Management LLC 34 109 +75 +220.59%
GAMMA Investing LLC 23 46 +23 +100.00%
Counterpoint Mutual Funds LLC 2,284 3,880 +1,596 +69.88%
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%
Raymond James & Associates 21,380 26,165 +4,785 +22.38%
Wealth Enhancement Advisory Services LLC 1,877 2,169 +292 +15.56%
Massmutual Trust Co. FSB ADV 121 126 +5 +4.13%
Sumitomo Mitsui Trust Holdings Inc. 111,704 112,500 +796 +0.71%
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%
Mather Group LLC. 0 35 +35 +100%
First PREMIER Bank 0 3 +3 +100%
Pinnacle Bank 0 24 +24 +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%
Financial Synergies Wealth Advisors Inc. 0 11 +11 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 6 6 UNCH 0.00%
Adirondack Trust Co. 128 128 UNCH 0.00%
AdvisorNet Financial Inc 1,000 1,000 UNCH 0.00%
Harbor Investment Advisory LLC 100 100 UNCH 0.00%
Capital Advisors Ltd. LLC 3 3 UNCH 0.00%
JJJ Advisors Inc. 71 71 UNCH 0.00%
Global Retirement Partners LLC 35 35 UNCH 0.00%
Banque Cantonale Vaudoise 200 200 UNCH 0.00%
Tsfg LLC 71 71 UNCH 0.00%
Rise Advisors LLC 15 15 UNCH 0.00%
Bruce G. Allen Investments LLC 42 42 UNCH 0.00%
13F Filers Decreasing WIX Share Count
Los Angeles Capital Management & Equity Research Inc. 65,075 1,910 -63,165 -97.06%
ARK Investment Management LLC 21,983 17,202 -4,781 -21.75%
Sunbelt Securities Inc. 207 166 -41 -19.81%
Allspring Global Investments Holdings LLC 282,116 240,045 -42,071 -14.91%
Insight Folios Inc 1,701 1,516 -185 -10.88%
Rice Hall James & Associates LLC 108,975 104,638 -4,337 -3.98%
NorthCrest Asset Manangement LLC 4,185 4,055 -130 -3.11%
Taylor Frigon Capital Management LLC 33,184 32,586 -598 -1.80%
13F Filers Exiting WIX
International Assets Investment Management LLC 12,302 0 -12,302 -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%
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

WIX Holdings Changes | www.HoldingsChannel.com

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