Sid R. Bass’s MarketWise MKTW Stock Holding History

Sid R. Bass’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	$2.6M	Buy	145,524 +10,408	+8%	+$180K	100%	1
2026 Q1	$2.53M	Buy	135,116 +116	+0.1%	+$1.79K	100%	1
2025 Q4	$2.03M	Buy	+135,000	New	+$2.11M	100%	1

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sid R. Bass's MKTW Position: Q2 2026 in Review

Sid R. Bass increased its MarketWise (MKTW) stake by 7.7% in Q2 2026, buying an estimated $180K and bringing the position to 145,524 shares worth $2.6M. The position accounts for 100% of the portfolio, ranked #1.

Sid R. Bass first reported a position in MKTW in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

Sid R. Bass held 145,524 shares of MarketWise worth $2.6M as of Q2 2026.
Sid R. Bass bought 10,408 MarketWise shares in Q2 2026, an estimated $180K.
MarketWise made up 100% of Sid R. Bass's portfolio in Q2 2026, its #1 holding.
Sid R. Bass first reported a position in MarketWise in Q4 2025 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Sid R. Bass's 13F filing for Q2 2026, filed 6 Aug 2026.