West Branch Capital’s ARK Web x.0 ETF ARKW Stock Holding History

West Branch Capital’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
2025 Q4	–	Sell	-51	Closed	-$6.15K	–	419
2025 Q3	$6.15K	Hold	51	–	–	﹤0.01%	318
2025 Q2	$6.15K	Hold	51	–	–	﹤0.01%	316
2025 Q1	$4.87K	Hold	51	–	–	﹤0.01%	350
2024 Q4	$5.55K	Hold	51	–	–	﹤0.01%	326
2024 Q3	$4.38K	Hold	51	–	–	﹤0.01%	347
2024 Q2	$4.01K	Hold	51	–	–	﹤0.01%	351
2024 Q1	$4.28K	Hold	51	–	–	﹤0.01%	346
2023 Q4	$3.9K	Hold	51	–	–	﹤0.01%	353
2023 Q3	$2.78K	Hold	51	–	–	﹤0.01%	375
2023 Q2	$3.01K	Hold	51	–	–	﹤0.01%	380
2023 Q1	$2.75K	Hold	51	–	–	﹤0.01%	385
2022 Q4	$1.98K	Hold	51	–	–	﹤0.01%	391
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	394
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	364
2022 Q1	$4K	Buy	51 +1	+2%	+$90	﹤0.01%	369
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	365
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	333
2021 Q2	$8K	Buy	+50	New	+$7.17K	﹤0.01%	335

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return