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
Q2 		$32.8K Buy
1,839
+1,189
+183% +$20.5K ﹤0.01% 5813
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 $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Wells Fargo's MKTW Position: Q2 2026 in Review

Wells Fargo increased its MarketWise (MKTW) stake by 183% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,839 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5813.

Wells Fargo first reported a position in MKTW in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.69M in Q1 2021. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Wells Fargo held 1,839 shares of MarketWise worth $32.8K as of Q2 2026.
  • Wells Fargo bought 1,189 MarketWise shares in Q2 2026, an estimated $20.5K.
  • MarketWise made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5813 holding.
  • Wells Fargo first reported a position in MarketWise in Q1 2021 and has held it in 21 quarters since.
  • Wells Fargo's MarketWise position peaked at $2.69M in Q1 2021.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.