Nisa Investment Advisors’s MarketWise MKTW Stock Holding History

Nisa Investment Advisors’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 Q1	$281	Hold	15	–	–	﹤0.01%	2942
2025 Q4	$225	Hold	15	–	–	﹤0.01%	2915
2025 Q3	$248	Hold	15	–	–	﹤0.01%	2939
2025 Q2	$297	Hold	15	–	–	﹤0.01%	2935
2025 Q1	$148	Buy	+15	New	+$180	﹤0.01%	2945
2024 Q4	–	Sell	-43	Closed	-$579	–	3034
2024 Q3	$579	Buy	+43	New	+$789	﹤0.01%	2696
2024 Q2	–	Sell	-7	Closed	-$258	–	2962
2024 Q1	$258	Hold	7	–	–	﹤0.01%	2607
2023 Q4	$404	Hold	7	–	–	﹤0.01%	2451
2023 Q3	$237	Hold	7	–	–	﹤0.01%	2644
2023 Q2	$296	Hold	7	–	–	﹤0.01%	2657
2023 Q1	$0	Hold	7	–	–	﹤0.01%	2624
2022 Q4	$0	Buy	+7	New	+$304	﹤0.01%	2658

Other funds holding MKTW

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SRB

Sid R. Bass $2.6M AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MIM

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

Nisa Investment Advisors's MKTW Position: Q1 2026 in Review

Nisa Investment Advisors held its MarketWise (MKTW) position steady in Q1 2026 at 15 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #2942.

Nisa Investment Advisors first reported a position in MKTW in Q4 2022 and has held it in 12 quarters since. The position peaked at $579 in Q3 2024. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

Nisa Investment Advisors held 15 shares of MarketWise worth $281 as of Q1 2026.
Nisa Investment Advisors left its MarketWise share count unchanged in Q1 2026.
MarketWise made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2942 holding.
Nisa Investment Advisors first reported a position in MarketWise in Q4 2022 and has held it in 12 quarters since.
Nisa Investment Advisors's MarketWise position peaked at $579 in Q3 2024.
52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.