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
-315
Closed -$12K – 9321
2025
Q1 		$12K Buy
315
+85
+37% +$1.02K ﹤0.01% 6985
2024
Q4 		$2K Sell
230
-150
-39% -$1.67K ﹤0.01% 8034
2024
Q3 		$5K Sell
380
-20
-5% -$367 ﹤0.01% 7628
2024
Q2 		$9K Sell
400
-2,355
-85% -$69.4K ﹤0.01% 7505
2024
Q1 		$95K Buy
2,755
+2,425
+735% +$103K ﹤0.01% 5634
2023
Q4 		$18K Buy
330
+260
+371% +$12.7K ﹤0.01% 7009
2023
Q3 		$2K Hold
70
– – ﹤0.01% 8125
2023
Q2 		$2K Sell
70
-215
-75% -$8.43K ﹤0.01% 8449
2023
Q1 		$10K Buy
285
+220
+338% +$8.84K ﹤0.01% 7548
2022
Q4 		$2K Sell
65
-10,100
-99% -$439K ﹤0.01% 8607
2022
Q3 		$463K Buy
10,165
+9,610
+1,732% +$567K ﹤0.01% 3552
2022
Q2 		$39K Sell
555
-315
-36% -$21.9K ﹤0.01% 6811
2022
Q1 		$82K Buy
870
+125
+17% +$13.6K ﹤0.01% 6438
2021
Q4 		$112K Buy
+745
New +$106K ﹤0.01% 6068

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.