Simplex Trading
MKTW icon

Simplex Trading’s MarketWise MKTW Stock Holding History

Simplex Trading’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
2025
Q2 		– Sell
-917
Closed -$9K – 9320
2025
Q1 		$9K Buy
917
+736
+407% +$8.81K ﹤0.01% 7176
2024
Q4 		$2K Buy
+181
New +$2.02K ﹤0.01% 8033
2024
Q2 		– Sell
-1,174
Closed -$34.6K – 9413
2024
Q1 		$40K Buy
1,174
+1,017
+648% +$43.1K ﹤0.01% 6472
2023
Q4 		$8K Sell
157
-33
-17% -$1.61K ﹤0.01% 7592
2023
Q3 		$6K Buy
190
+34
+22% +$1.15K ﹤0.01% 7545
2023
Q2 		$6K Sell
156
-234
-60% -$9.17K ﹤0.01% 7805
2023
Q1 		$14K Sell
390
-57
-13% -$2.29K ﹤0.01% 7255
2022
Q4 		$15K Buy
447
+235
+111% +$10.2K ﹤0.01% 7149
2022
Q3 		$9K Buy
+212
New +$12.5K ﹤0.01% 8335
2022
Q2 		– Sell
-755
Closed -$52.5K – 10653
2022
Q1 		$71K Buy
755
+406
+116% +$44.2K ﹤0.01% 6638
2021
Q4 		$52K Buy
+349
New +$49.6K ﹤0.01% 7216

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Simplex Trading's MKTW Position: Q2 2025 in Review

Simplex Trading sold out of MarketWise (MKTW) in Q2 2025, closing a stake of 917 shares — an estimated $9K sold.

Simplex Trading first reported a position in MKTW in Q4 2021 and held it in 11 quarters. The position peaked at $71K in Q1 2022. 43 funds tracked by Wall St. Rank hold MKTW as of Q2 2025.

  • Simplex Trading reported no remaining MarketWise position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 917 MarketWise shares in Q2 2025, an estimated $9K.
  • Simplex Trading first reported a position in MarketWise in Q4 2021 and held it in 11 quarters.
  • Simplex Trading's MarketWise position peaked at $71K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held MarketWise as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.