WMP
ARKW icon

Wealth Management Partners’s ARK Web x.0 ETF ARKW Stock Holding History

Wealth Management Partners’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 		$4.12M Buy
34,143
+1,498
+5% +$199K 1.18% 18
2025
Q4 		$4.82M Buy
32,645
+8,844
+37% +$1.43M 1.38% 16
2025
Q3 		$4.16M Buy
23,801
+3,482
+17% +$552K 1.32% 16
2025
Q2 		$3.02M Sell
20,319
-14
-0.1% -$1.6K 1.07% 21
2025
Q1 		$1.92M Buy
20,333
+5,281
+35% +$582K 0.89% 28
2024
Q4 		$1.63M Buy
15,052
+5,164
+52% +$518K 0.7% 31
2024
Q3 		$842K Buy
+9,888
New +$782K 0.39% 55
2022
Q1 		– Sell
-8,000
Closed -$931K – 114
2021
Q4 		$931K Sell
8,000
-4,972
-38% -$703K 0.64% 38
2021
Q3 		$1.8M Buy
12,972
+215
+2% +$31.8K 1.34% 18
2021
Q2 		$1.97M Buy
12,757
+2,442
+24% +$350K 1.37% 20
2021
Q1 		$1.55M Buy
10,315
+8,741
+555% +$1.41M 1.16% 21
2020
Q4 		$257K Buy
+1,574
New +$202K 0.2% 101

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