WPW
ARKW icon

Waldron Private Wealth’s ARK Web x.0 ETF ARKW Stock Holding History

Waldron Private Wealth’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$311K Hold
2,578
– – 0.01% 271
2025
Q4 		$381K Buy
2,578
+38
+1% +$6.16K 0.02% 238
2025
Q3 		$444K Hold
2,540
– – 0.02% 213
2025
Q2 		$375K Hold
2,540
– – 0.02% 217
2025
Q1 		$240K Hold
2,540
– – 0.01% 269
2024
Q4 		$274K Hold
2,540
– – 0.01% 353
2024
Q3 		$216K Buy
+2,540
New +$201K 0.01% 389
2024
Q2 		– Sell
-2,540
Closed -$212K – 420
2024
Q1 		$212K Buy
+2,540
New +$193K 0.01% 386
2022
Q2 		– Sell
-3,590
Closed -$313K – 386
2022
Q1 		$313K Buy
3,590
+1,560
+77% +$141K 0.02% 303
2021
Q4 		$250K Buy
+2,030
New +$287K 0.01% 335

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return