Wells Fargo
MKTW icon

Wells Fargo’s MarketWise MKTW Stock Holding History

Wells Fargo’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
2026
Q1 		$12.2K Sell
650
-1,549
-70% -$24K ﹤0.01% 5924
2025
Q4 		$33K Buy
2,199
+757
+52% +$11.8K ﹤0.01% 5664
2025
Q3 		$23.8K Buy
1,442
+42
+3% +$770 ﹤0.01% 5754
2025
Q2 		$27.7K Buy
1,400
+243
+21% +$3.73K ﹤0.01% 5696
2025
Q1 		$11.4K Buy
1,157
+39
+3% +$467 ﹤0.01% 5858
2024
Q4 		$12.7K Buy
1,118
+274
+32% +$3.06K ﹤0.01% 5882
2024
Q3 		$11.3K Buy
844
+29
+4% +$532 ﹤0.01% 5769
2024
Q2 		$18.9K Buy
815
+247
+43% +$7.28K ﹤0.01% 5603
2024
Q1 		$19.7K Buy
568
+73
+15% +$3.1K ﹤0.01% 5582
2023
Q4 		$27K Buy
495
+98
+25% +$4.79K ﹤0.01% 5524
2023
Q3 		$12.7K Sell
397
-204
-34% -$6.92K ﹤0.01% 5740
2023
Q2 		$24K Buy
601
+445
+285% +$17.4K ﹤0.01% 5683
2023
Q1 		$5.78K Buy
+156
New +$6.27K ﹤0.01% 6015
2022
Q4 		– Sell
-5
Closed – – 7619
2022
Q3 		$0 Sell
5
-12
-71% -$708 ﹤0.01% 7094
2022
Q2 		$1K Buy
17
+9
+113% +$625 ﹤0.01% 6551
2022
Q1 		$1K Hold
8
– – ﹤0.01% 6827
2021
Q4 		$1K Sell
8
-1
-11% -$142 ﹤0.01% 7034
2021
Q3 		$1K Sell
9
-8,686
-100% -$1.69M ﹤0.01% 6744
2021
Q2 		$1.73M Sell
8,695
-4,881
-36% -$970K ﹤0.01% 3810
2021
Q1 		$2.69M Buy
+13,576
New +$2.81M ﹤0.01% 3428

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Wells Fargo's MKTW Position: Q1 2026 in Review

Wells Fargo reduced its MarketWise (MKTW) stake by 70% in Q1 2026, selling an estimated $24K and leaving 650 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5924.

Wells Fargo first reported a position in MKTW in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.69M in Q1 2021. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Wells Fargo held 650 shares of MarketWise worth $12.2K as of Q1 2026.
  • Wells Fargo sold 1,549 MarketWise shares in Q1 2026, an estimated $24K.
  • MarketWise made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5924 holding.
  • Wells Fargo first reported a position in MarketWise in Q1 2021 and has held it in 20 quarters since.
  • Wells Fargo's MarketWise position peaked at $2.69M in Q1 2021.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.