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Copeland Capital Management’s MarketWise MKTW Stock Holding History

Copeland Capital Management’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Buy
+7,545
New +$130K ﹤0.01% 164

Other funds holding MKTW

SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Copeland Capital Management's MKTW Position: Q2 2026 in Review

Copeland Capital Management opened a new position in MarketWise (MKTW) in Q2 2026: 7,545 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #164 among its holdings.

18 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Copeland Capital Management held 7,545 shares of MarketWise worth $135K as of Q2 2026.
  • MarketWise was a new Copeland Capital Management position in Q2 2026.
  • MarketWise made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #164 holding.
  • 18 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.