Federated Hermes’s MarketWise MKTW Stock Holding History

Federated Hermes’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	–	Sell	-58	Closed	-$1.09K	–	2128
2026 Q1	$1.09K	Hold	58	–	–	﹤0.01%	1996
2025 Q4	$871	Hold	58	–	–	﹤0.01%	2027
2025 Q3	$959	Buy	58 +23	+66%	+$422	﹤0.01%	2074
2025 Q2	$693	Buy	+35	New	+$537	﹤0.01%	2023
2024 Q1	–	Sell	-14	Closed	-$767	–	2097
2023 Q4	$767	Buy	+14	New	+$684	﹤0.01%	1991

Other funds holding MKTW

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRB

Sid R. Bass $2.6M AUM

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Federated Hermes's MKTW Position: Q2 2026 in Review

Federated Hermes sold out of MarketWise (MKTW) in Q2 2026, closing a stake of 58 shares — an estimated $1.09K sold.

Federated Hermes first reported a position in MKTW in Q4 2023 and held it in 5 quarters. The position peaked at $1.09K in Q1 2026. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

Federated Hermes reported no remaining MarketWise position as of Q2 2026 after selling out during the quarter.
Federated Hermes sold 58 MarketWise shares in Q2 2026, an estimated $1.09K.
Federated Hermes first reported a position in MarketWise in Q4 2023 and held it in 5 quarters.
Federated Hermes's MarketWise position peaked at $1.09K in Q1 2026.
51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.