Essential Partners
MKTW icon

Essential Partners’s MarketWise MKTW Stock Holding History

Essential Partners’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
Q3 		$1.03K Buy
52
+5
+11% +$96 ﹤0.01% 2172
2026
Q2 		$838 Sell
47
-4
-8% -$69 ﹤0.01% 2319
2026
Q1 		$955 Buy
51
+35
+219% +$542 ﹤0.01% 2264
2025
Q4 		$240 Sell
16
-5
-24% -$78 ﹤0.01% 2397
2025
Q3 		$347 Buy
21
+4
+24% +$73 ﹤0.01% 2283
2025
Q2 		$336 Buy
+17
New +$261 ﹤0.01% 1813

Other funds holding MKTW

Phraction Management
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners's MKTW Position: Q3 2026 in Review

Essential Partners increased its MarketWise (MKTW) stake by 11% in Q3 2026, buying an estimated $96 and bringing the position to 52 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Essential Partners first reported a position in MKTW in Q2 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold MKTW as of Q3 2026.

  • Essential Partners held 52 shares of MarketWise worth $1.03K as of Q3 2026.
  • Essential Partners bought 5 MarketWise shares in Q3 2026, an estimated $96.
  • MarketWise made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2172 holding.
  • Essential Partners first reported a position in MarketWise in Q2 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held MarketWise as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.