WA
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Waverly Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Waverly Advisors’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
Q2 		– Sell
-6
Closed -$724 – 1754
2026
Q1 		$724 Buy
+6
New +$796 ﹤0.01% 1619

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Waverly Advisors's ARKW Position: Q2 2026 in Review

Waverly Advisors sold out of ARK Web x.0 ETF (ARKW) in Q2 2026, closing a stake of 6 shares — an estimated $724 sold.

Waverly Advisors first reported a position in ARKW in Q1 2026 and held it in 1 quarter. The position peaked at $724 in Q1 2026. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Waverly Advisors reported no remaining ARK Web x.0 ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 6 ARK Web x.0 ETF shares in Q2 2026, an estimated $724.
  • Waverly Advisors first reported a position in ARK Web x.0 ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's ARK Web x.0 ETF position peaked at $724 in Q1 2026.
  • 227 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.